金吾财讯 | Shake Shack(SHAK)今日大幅低开，现报55.25美元，跌11.2%。
消息面上，受宏观环境波动与行业白热化竞争影响，Shake Shack (SHAK) 于周二全线下修二季度及全年业绩预期。二季度营收区间由此前 4.24 亿至 4.28 亿美元下调至 4.15 亿至 4.20 亿美元，同店销售增速、门店利润率同步收窄，自营新店开设数量由 16 至 19 家缩减至 16 家，加盟门店新开计划维持 8 家不变。
全年经营指标同样同步下调，门店利润率落至 22% 至 23%，调整后 EBITDA 下调至 2.25 亿至 2.35 亿美元，全年净利润预期从 5000 万至 6000 万美元收缩至 4500 万至 5500 万美元。公司 CEO 罗伯・林奇称短期经营承压，但企业底层业务基本面稳固，长期发展战略保持不变。
美国餐饮行业整体呈现 K 型消费分化格局，中低收入群体餐饮开支收缩，平价快餐持续分流客流，叠加食材与人力成本刚性抬升，休闲快餐品牌普遍面临增收难增利的现状。
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