公司动态公司近况我们看好公司在外卖补贴退坡下实现相对稳健业绩增长,建议关注早餐等新品类测试效果、幸运咖和福鹿家发展潜力、以及海外存量市场调整和新市场拓展情况。评论外卖补贴退坡下仍有望实现相对稳健业绩增长。受益于外卖补贴,我们估计公司Q3 单店收入同比显著增长。Q4 外卖补贴退坡下多数品牌同店增速环比回落、表现分化(我们估计古茗10/11月同店同比增速维持20%以上/双位数以上;茶百道10/11 月...
Source Link公司动态公司近况我们看好公司在外卖补贴退坡下实现相对稳健业绩增长,建议关注早餐等新品类测试效果、幸运咖和福鹿家发展潜力、以及海外存量市场调整和新市场拓展情况。评论外卖补贴退坡下仍有望实现相对稳健业绩增长。受益于外卖补贴,我们估计公司Q3 单店收入同比显著增长。Q4 外卖补贴退坡下多数品牌同店增速环比回落、表现分化(我们估计古茗10/11月同店同比增速维持20%以上/双位数以上;茶百道10/11 月...
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