公司近况公司当前聚焦顾客和员工体验优化,或导致利润短期承压,但我们估计在暑期旺季带动和经营管理改善下7 月海底捞翻台已同比转正,建议持续关注后续翻台趋势。此外建议关注新品牌和加盟进展。评论提升对顾客和员工投入致利润短期承压。今年以来公司观察到内部经营管理质量有所下滑,因此当前聚焦改善顾客和员工体验,进而导致利润率短期承压。在顾客层面,公司践行“不一样的海底捞”理念,打造多元场景门店、推出鲜切类等...
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