达美乐比萨不应被归类为餐饮行业股票 -- 市场观点

投资观察
Oct 09, 2025

投资者一直在撤出餐饮板块,这对达美乐比萨股价造成了冲击,但Oppenheimer分析师Brian Bittner和Michael Tamas表示,这家比萨餐厅不应被视为普通的餐饮股。

分析师指出:"低端消费者表现疲软,加上宏观经济和就业环境波动,给行业趋势带来阻力,并大幅降低了投资者情绪。"他们补充说,餐饮股在过去三个月中下跌了19%。

投资者特别担心达美乐比萨"史上最优惠"促销活动结束后的销售表现,但达美乐比萨与DoorDash的新合作伙伴关系以及厚芝士边披萨等新产品可能会带来多年的增量增长。

分析师表示:"目前达美乐比萨的市场份额约为23%,扩大市场份额的机会还有巨大的增长空间。"

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