达势股份:高成长的比萨外送专家 品牌势能向上盈利改善

财通证券
27 Dec 2024

公司为达美乐比萨中国独家特许经营商,规模效应下业绩转盈。2017 年公司完成对大中华区经营权整合,引入王怡作为CEO,积极推进菜单本地化开发和调整门店扩张战略,发展进入新拐点。2023 年随公司规模增长和日销改善,经调整净利润扭亏为盈,达878 万元。截止1H2024,公司门店网络数达914 家,同比增长36%,成为中国前五大比萨中增速最快的品牌。行业渗透率具备提升空间,高势能品牌重塑市场格局。...

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