百胜中国:Q2同店销售正增 盈利能力持续提升

国盛证券
Aug 13, 2025

事件:8 月5 日,公司发布2025Q2 业绩公告,2025Q2 实现收入27.87 亿美元/同比+4%,归母净利润2.15 亿美元/同比+1%,核心经营利润3.03亿美元/同比+14%。净增门店中加盟店占比已达先前目标,系统销售额增长环比提升。1)门店扩张:截至2025Q2,公司门店总数达到16978 家,其中,肯德基/必胜客门店数分别为12238/3864 家。2025Q2,净新增336 家...

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