8月5日，墨式烧烤盘中下跌6.69%，报34.97美元/股，成交额4.34亿美元。此前该股因Q2业绩超预期单日大涨逾12%，当前回调与管理层对Q3前景的预警密切相关。
消息面上，公司高管在财报电话会中明确表示，第三季度将是全年最艰难的季度，预计同店销售仅增长约1%，并假设客流量将持续受到约200个基点的负面影响。尽管公司生菜全部来自加州且与环孢子虫疫情无直接关联，但7月下半月门店客流因消费者对生鲜食材的安全顾虑出现明显放缓。第三方数据显示，截至7月中旬墨式烧烤日客流量已同比下降6.9%。此外，Q2包装成本因牛肉及运费上涨升至收入的29.7%，Q3成本通胀预计维持低个位数。
（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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