异动解读 | 墨式烧烤二季度业绩不及预期并下调全年指引,股价盘中大跌14%

异动解读
24 Jul

墨式烧烤(Chipotle Mexican Grill)周四盘中大跌14.14%,至52.78美元。该公司第二季度业绩不及预期,并下调了全年销售预期,引发投资者担忧。

根据公司财报,墨式烧烤第二季度同店销售额下降4%,低于华尔街预期。客流量更是大幅下滑4.9%。面对疲软的业绩表现,公司将2025年全年可比销售额增长预期从此前的低个位数增长下调至同比持平。

墨式烧烤CEO表示,经济不确定性导致消费者减少外出就餐,特别是低收入群体受到更大压力。公司正通过促销活动和新品推出等方式来吸引顾客,但仍面临消费者支出收缩的挑战。分析师认为,菜单价格上涨也影响了消费者的外出就餐意愿,这些因素共同导致投资者信心受挫,推动股价大幅下跌。

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