D.A. Davidson 的一项最新调查结果表明,尽管环孢子虫暴发引发了广泛关注,但消费者似乎并未因此对Cava、Chipotle(墨式烧烤)和Sweetgreen等连锁餐厅避而远之。自疫情出现并与Taco Bell(塔可钟)关联以来,主打生鲜食材的餐饮股一度承压下跌。然而,分析师Matt Curtis和Andrew Tompkins在报告中指出,普通食客的担忧程度远不及投资者那般强烈。
调查数据显示,虽然高达87%的受访者听说过与餐厅食品相关的疫情,但近80%的人表示,他们购买餐厅食品的频率与一个月前持平,甚至更高。这种“知而不惧”的态度,显然与资本市场的紧张情绪形成了鲜明对比。
从具体品牌来看,Taco Bell的客流下滑最为明显,而Cava和Sweetgreen的表现则相对稳健。分析师据此推测,此次疫情的影响可能主要集中在Taco Bell品牌本身,暂时未对其他同类企业造成广泛冲击。
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