九毛九SSS recovery and store revamp on track

招银国际
12 Jun

一、公司经营状况与市场表现Jiumaojiu(九毛九)在2025财年第二季度的同店销售(SSS)下滑趋势有所收窄,表明其业务复苏正在按计划进行。具体来看,Tai Er品牌的SSS下降幅度在4月至6月逐步缩小至双位数、低位数和个位数。尽管如此,这一改善符合市场预期,但并未超出预期。此外,公司在削减折扣和促销活动后,平均售价(ASP)趋于稳定,而SSS的下降主要与客流量相关。整体而言,公司的桌面周转率...

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