品牌力、产品力突出,叠加外送差异化,公司具备显著的竞争优势。①品牌力:截至24Q3 达美乐全球门店数突破2.1 万家,门店数量/销售额均实现领先,市占率全球第一。比萨属舶来品,达美乐产品的高效便捷性契合高线城市“懒人经济”趋势;其国际化品牌调性又能够迎合下线城市的改善需求。②产品力:特殊配方的专用预拌粉,面饼松软有嚼劲;且公司比萨SKU 丰富,兼具性价比:30 种披萨SKU+超20 种饼底和卷饼...
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