《大行》麦格理降百胜中国(09987.HK)目标价至403元 评级“跑赢大市”

阿斯达克财经
May 02, 2025

麦格理的研究报告指,百胜中国(09987.HK) (YUM.US)  旗下的肯德基及Pizza Hut今年首季同店销售按年持平,客流量分别增长4%及17%,抵销了每单价格4%及14%的跌幅,符合公司的策略。公司维持其中单位数的系统销售增长目标,以及每年开新店1,600家至1,800家的目标。至于KCOFFEE,目前门店数量超1,000家,能生产额外的个位数同店销售增长,公司并上调KCOFFEE年底...

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