智通财经APP获悉，百胜中国(09987)涨近3%，截至发稿，涨2.42%，报397.8港元，成交额1.22亿港元。
里昂发布研报称，百胜中国旗下肯德基上调外卖餐单价格，该行认为有关调价为好时机，并指外卖补贴将会减少。该行预期餐厅盈利将增加7%，但同时担心由堂食转向外卖的情况持续或影响加价正面效果。该行认为公司有关举措为必须，以扩大肯德基的盈利率，同时由店铺转向外卖模式。该行相信在相关转型放缓及同店销售不再下跌时，加价效益得以显现，惟有关转型将不会容易。
业绩方面，花旗最新更新百胜中国季度业绩预测，该行预计集团去年第四季的总销售额将年增3%，达到26.85亿美元，全年亦预期年增3%。该行又预测，百胜中国营业利润在去年第四季将年增11%，集团营业利润率将年增50个基点至6.3%，此预测高于公司给出的“与2024年第四季大致持平”的业绩指引；预计净利将年增12%。
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