4 月中国餐饮行业数据跟踪:需求波动,外卖补贴撑起一片天

智通财经
May 11

5月9日,高盛发布中国餐饮行业高频指标最新数据追踪,显示覆盖的上市公司4月同店销售额增长表现喜忧参半。一方面,受美国加征关税引发的市场悲观情绪影响,需求出现波动。尽管与疫情前水平相比基数较低,但海底捞4月翻台率同比降幅扩大至两位数,而3月降幅为低个位数。另一方面,外卖平台加大补贴力度,显著推动了外卖销售额的增长,尤其是现制饮品品牌。具体而言,古茗的商品交易总额(GMV)受益于平台补贴,单店销售额...

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