关税开始影响Chili's母公司利润 -- 华尔街日报

投资观察
Oct 29, 2025

Chili's的母公司布林克国际(Brinker International)正在提价,因为关税开始挤压其利润。

布林克在周三表示,预计本财政年度的关税将使商品成本高于之前的预期。牛肉和虾的关税是主要驱动因素。

“上次我们谈到关税时,还稍显流动。现在它们开始显现影响了,”布林克首席财务官米卡·韦尔(Mika Ware)在投资者电话会议上表示。公司在十月已经提高了价格,并预计在一月会再次提价。

高商品通胀可能会削弱布林克本财政年度的利润率,尽管Chili's的强劲销售表现有所帮助。Chili's第一季度的同店销售增长了21.4%,布林克重申了对当前财政年度的销售和收入指引。

Chili's的销售在整体严峻的餐饮环境中显得十分突出。该公司周三表示,推出10.99美元汉堡的广告已成功吸引低收入顾客来到Chili's,而非快餐店。

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