美股异动 | 百胜中国(YUMC.US)涨逾3% Kcoffee门店已扩展至1800家远超预期

智通财经
Nov 04, 2025

智通财经APP获悉,周二,百胜中国(YUMC.US)涨逾3%,报45.56美元。消息面上,11月4日, 百胜中国 召开2025年Q3业绩会。会上,管理层表示,肯德基的新业态表现良好,特别是“店中店”业务为销售额与利润带来了增量贡献。据透露,Kcoffee门店已扩展至1800家,远超预期。同时,与Kcoffee类似,专注轻食的K Pro也与肯德基形成了协同效应,共享门店空间、店内资源及会员体系。目前,K Pro已扩展至100家门店,初期表现令人鼓舞。

另外,必胜客“Wow”业态已扩展至250家门店,年初至今新增近54家。该业态采用低资本支出模式,运营流程精简,帮助必胜客成功进入了40个此前未布局必胜客的 新城市 。未来,必胜客将继续加快“Wow”业态的开店速度,重点布局低线城市。

百胜中国公布2025年第三季度业绩,系统销售额同比增长4%,总收入为32.06亿美元,同比增长4%,预估32亿美元;经营利润同比增长8%至4亿美元;净利润约2.82亿美元,每股普通股基本盈利0.76美元。 1-9月,总收入为89.74亿美元,同比增长3%;经营利润同比增长9%至11.03亿美元,净利润7.89亿美元,每股普通股基本盈利2.12美元。

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