方便面股半年业绩集体报喜 但方便面生意真的变好了吗?

第一财经
Aug 19

随着半年报陆续披露,今年上半年,主要方便面上市公司的业绩普遍实现不同程度增长,外界因此出现“方便面又火了”的感慨。但记者了解到,本轮方便面企业业绩上涨更多源于产品结构性升级,而非行业整体复苏。马上赢对传统线下商超及便利店的零售监测数据显示,上半年方便面类目销售额和出货量均出现两位数下滑。  近年来,饮食健康化趋势日益明显,传统食品行业普遍承压。但从近期公布的半年报看,今年上半年方便面巨头的业绩仍好...

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