摩根大通发表研报指,百胜中国(YUMC.US) 2025财年第一季系统销售额及经调整每股盈利按年增长,均大致符合市场预期。最令该行意外的是旗下“肯德基”与“必胜客”的同店销售增长率均为0%;餐厅利润率提升100个基点至18.6%。故认为这是强劲的表现,特别是同店销售增长与利润率恢复的质量。摩通表示,投资者的主要担忧包括百胜中国第一季收入低于预期;新店开张速度似乎放缓;餐厅利润率可能已达顶峰。该行...
Source Link摩根大通发表研报指,百胜中国(YUMC.US) 2025财年第一季系统销售额及经调整每股盈利按年增长,均大致符合市场预期。最令该行意外的是旗下“肯德基”与“必胜客”的同店销售增长率均为0%;餐厅利润率提升100个基点至18.6%。故认为这是强劲的表现,特别是同店销售增长与利润率恢复的质量。摩通表示,投资者的主要担忧包括百胜中国第一季收入低于预期;新店开张速度似乎放缓;餐厅利润率可能已达顶峰。该行...
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