高盛发表研究报告指,近日与古茗(01364.HK) 举办了虚拟会议,展望2026年,古茗管理层承认,同店销售增长面对着高基数压力,但关键因素将提供支持,包括咖啡产品推广、逐步提供早餐或提早开店、产品类别扩展和升级店内体验。公司预计其门市扩张将按年持平,聚焦既有区域渗透与新市场开拓。另外,毛利率预计将保持稳定,而经营溢利率料将因营运杠杆而温和上升。古茗管理层在会议上提到,近期补贴力度有趋缓迹象,但...
Source Link高盛发表研究报告指,近日与古茗(01364.HK) 举办了虚拟会议,展望2026年,古茗管理层承认,同店销售增长面对着高基数压力,但关键因素将提供支持,包括咖啡产品推广、逐步提供早餐或提早开店、产品类别扩展和升级店内体验。公司预计其门市扩张将按年持平,聚焦既有区域渗透与新市场开拓。另外,毛利率预计将保持稳定,而经营溢利率料将因营运杠杆而温和上升。古茗管理层在会议上提到,近期补贴力度有趋缓迹象,但...
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