古茗:年初至今经营稳健 全年聚焦堂食及品牌升级

中金公司
29 Apr

公司近况近期我们参加古茗年度加盟商大会,进一步了解公司全年发展战略。评论年初至今同店增长表现良好,展店节奏加速。据我们草根调研,公司1Q同店高单增长,剔除去年315 舆情事件影响导致3 月低基数,1-2 月在较高基数下仍实现中低个位数同店提升,4 月在低基数下同店实现加速提升,考虑去年舆情事件影响延续至去年7 月,我们预计2Q25 同店增速有望保持同比高位,加盟商盈利能力显著提升。我们调研显示...

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