Cheesecake Factory 第二季度业绩超预期,有望再创历史新高

路透中文
Jul 29
BUZZ-Cheesecake Factory 第二季度业绩超预期,有望再创历史新高

7月29日 - ** 连锁餐厅“芝士蛋糕工厂”(The Cheesecake Factory)旗下 CAKE.O 的股价周三盘前交易中上涨4.5%,至93美元,此前该公司公布的季度业绩超出华尔街预期

** 周二,CAKE股价盘中触及89.22美元的历史新高;截至上一交易日收盘,该股今年以来累计涨幅已达76%

** 总部位于加利福尼亚州卡拉巴萨斯希尔斯的公司于周二晚间公布, (link) 第二季度营收为10.3亿美元,调整后每股收益为1.44美元,均高于LSEG数据显示的分析师预期值(分别为9.9795亿美元和1.17美元)

** 同店销售额同比增长5.8%

** 首席执行官大卫·奥弗顿(David Overton)表示,公司的同店销售额和客流量表现优于休闲餐饮行业整体水平,并补充称,菜单创新、奖励计划和营销举措带来的势头推动了营收增长

** CAKE在第二季度新开了4家餐厅,预计在2026财年将新开多达26家餐厅

** 至少8家券商上调目标价:摩根士丹利将评级从“减持”上调至“中性”,目标价从50美元上调至80美元

** 美银全球研究将目标价从86美元上调至98美元,德意志银行将目标价从68美元上调至92美元

** 在21家券商中,4家给予“强烈买入”评级,16家给予“持有”评级,1家建议“卖出”;目标价中位数从一个月前的67美元升至90美元

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