智通财经APP获悉,九毛九(09922)午后跌超4%,截至发稿,跌4.31%,报2.44港元,成交额6400.87万港元。
消息面上,九毛九此前发布公告,截至2025年一季度,按品牌划分的餐厅数量总计780家。主要品牌翻台率分别为太二3.1,怂火锅2.6,九毛九2.6。顾客人均消费分别为太二72元,怂火锅100元,九毛九56元。主要品牌同店日均销售额变动(同比)分别为太二-21.2%,怂火锅-24.2%,九毛九-18.6%。
高盛预计2025年上半年九毛九同店销售额仍将面临压力,门店网络优化也会对营收增长造成压力。从积极方面来看,客单价保持稳定或略有提升;太二的新门店模式表现亮眼,自3月下旬开业以来,日销售额较之前提升超过20%,如果这一势头持续,可能会带动同店销售额增长。国元国际指出,公司主品牌均处于调整期,效果及持续性需进一步观察,且仍受到外部环境影响。
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