热门话题-花旗认为,随着麦当劳的复苏,澳大利亚快餐连锁店面临下行风险

路透中文
14 hours ago
热门话题-<a href="https://laohu8.com/S/C">花旗</a>认为,随着<a href="https://laohu8.com/S/MCD">麦当劳</a>的复苏,澳大利亚快餐连锁店面临下行风险

5月10日 - ** 花旗预计,在麦当劳 MCD.N 公布第一季度业绩后,澳大利亚快餐企业Collins Foods CKF.AXGuzman y Gomez GYG.AXDomino's Pizza Enterprises DMP.AX 将面临下行风险

** 花旗指出,麦当劳的业绩显示其在澳大利亚的复苏势头仍在持续,可比销售额连续第二个季度实现中至高个位数增长,市场份额连续第三个季度提升

** 然而,该券商指出,麦当劳在国际市场的销售势头有所恶化 (link),且4月份同店销售额出现负增长

** 花旗认为,这表明快餐消费者面临的压力正在加剧

** 该券商还指出,为应对澳大利亚快餐消费者面临的日益增大压力,麦当劳正致力于推行焕新的超值套餐策略,而GYG则计划减少菜单价格上调,

** 此外,CKF正在拓展新平台和地域市场,而DMP则在一定程度上恢复了促销活动

** 截至上一交易日收盘,今年以来CKF、GYG和DMP股价分别下跌20.6%、14.6%和23.4%

(为便利非英文母语者,路透将其报导自动化翻译为数种其他语言。由于自动化翻译可能有误,或未能包含所需语境,路透不保证自动化翻译文本的准确性,仅是为了便利读者而提供自动化翻译。对于因为使用自动化翻译功能而造成的任何损害或损失,路透不承担任何责任。)

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