《大行》高盛:百胜中国(09987.HK)管理层未上调业绩指引令市场反应负面 略下调盈测

阿斯达克财经
May 02, 2025

高盛报告指,百胜中国(09987.HK) (YUMC.US)  首季业绩符预期,惊喜来自同店销售增长转为按年持平及餐厅利润率提升,由开店速度放缓和每店销售略逊预期抵销。整体业务策略以及全年开店数、系统销售增长和利润率指引保持不变。该行指,百胜中国股价绩后出现负面反应,反映季度收入增长放缓,且管理层在同店销售增长和利润率趋势改善下未有上调全年指引,并强调整体需求不确定性及年内余下时间利润率改善幅度...

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