异动解读|墨式烧烤盘中上涨6.63%,Q2业绩超预期并上调全年同店销售指引

行情直击
Jul 30

7月30日,墨式烧烤盘中上涨6.63%,报38.24美元,成交额3.88亿美元。

消息面上,公司发布第二财季业绩报告,每股收益0.33美元、营收33.5亿美元,均超出市场预期。同店销售额增长2.2%,其中客单价增长1.2%、交易量增长1%;数字销售占比升至38.3%。公司将全年同店销售预期从"基本持平"上调至"低个位数增长",并宣布13亿美元股份回购计划。多家机构上调目标价,摩根大通此前已将评级上调至增持。

值得注意的是,管理层预警Q3为全年最艰难季度,环孢子虫疫情导致7月下半月客流放缓,预计Q3同店销售增长约1%。成本端,包装成本占比从28.9%升至29.7%,受牛肉及运费涨价影响。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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