公司近况近期我们邀请公司参加中期策略会交流。我们观察到Q2 餐饮同店表现有所分化,但我们看好公司维持相对稳健同店表现。建议关注降本增效和新模型潜力。当前估值和股东回报水平具备吸引力。评论Q2 餐饮同店表现有所分化,饮品高增/正餐承压;我们看好公司维持相对稳健同店表现。受益于去年同期低基数和外卖平台价格竞争等因素影响,我们估计古茗、茶百道4-5 月同店收入录得双位数百分比增长,奈雪直营店4-5 月...
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