中金发表报告指，海底捞短期投入致利润承压，关注翻台改善和新品牌。考虑公司优化顾客和员工体验致利润短期承压，下调2025年和2026年净利预测17%及12%，各至41.5亿元及48.1亿元。该行维持“跑赢行业”评级，下调目标价18%至16港元，相当预测今年市盈率20倍。报告指，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月海底捞翻台已按年转正，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。
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