美股异动丨百胜中国盘前涨约1% 机构指餐厅净利率有望持续上行

格隆汇APP
Aug 19

百胜中国(YUMC.US)盘前涨0.99%,报44.95美元。中邮证券研报认为,百胜中国作为国内餐饮行业龙头,兼具传统和创新的特性。短期来看,25年公司扩店1600-1800家,26年冲击2万家门店,25Q2公司门店销售额首次转正,同店延续交易量上行趋势,公司推出Fresh Eye、Red Eye等计划,将有效提升公司的运营效率,餐厅净利率有望持续上行。长期来看,公司业绩韧性十足。(格隆汇)

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