核心观点公司受益达美乐比萨全球品牌效应和心智,深耕国内数十年积累丰富经验。比萨行业兼顾主食属性、标准化、创新程度、便利和外带属性、性价比等特征,国内比萨渗透率和消费习惯培育仍有较大空间,龙头品牌效应凸显;公司依托极致产品和创新、运营SOP,差异化配送服务,线上会员和渠道精准运营助益线下,数字化能力,产业链全流程把控,优质组织和管理共筑高壁垒,有望在国内餐饮供给优化大背景下穿越周期获得长远稳定发展。...
Source Link核心观点公司受益达美乐比萨全球品牌效应和心智,深耕国内数十年积累丰富经验。比萨行业兼顾主食属性、标准化、创新程度、便利和外带属性、性价比等特征,国内比萨渗透率和消费习惯培育仍有较大空间,龙头品牌效应凸显;公司依托极致产品和创新、运营SOP,差异化配送服务,线上会员和渠道精准运营助益线下,数字化能力,产业链全流程把控,优质组织和管理共筑高壁垒,有望在国内餐饮供给优化大背景下穿越周期获得长远稳定发展。...
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