里昂发表研究报告指，由于持续的外卖补贴战，海底捞正面临困境。消费者外卖订单的频繁增加以及价格战，导致海底捞今年迄今的翻台率已跌至高个位数。该行预计海底捞今年上半年收入将下降4%，薪酬结构变动和节省折旧可能仍将净利润提升1%，但若开店困难持续，预计海底捞今年下半年将面临利润压力。因海底捞开店速度放缓，里昂将其目标价从19港元下调至15港元，但基于其强大的现金生成能力，重申“跑赢大市”评级。
里昂发表研究报告指，由于持续的外卖补贴战，海底捞正面临困境。消费者外卖订单的频繁增加以及价格战，导致海底捞今年迄今的翻台率已跌至高个位数。该行预计海底捞今年上半年收入将下降4%，薪酬结构变动和节省折旧可能仍将净利润提升1%，但若开店困难持续，预计海底捞今年下半年将面临利润压力。因海底捞开店速度放缓，里昂将其目标价从19港元下调至15港元，但基于其强大的现金生成能力，重申“跑赢大市”评级。
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