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券商首次覆盖Jersey Mike's，看好其数字化与扩张押注

路透中文
Yesterday
BUZZ-券商首次覆盖Jersey Mike's，看好其数字化与扩张押注

8月24日 -

** 继这家三明治连锁品牌上月完成首次公开募股（IPO） (link)、筹集约10亿美元后，至少有17家券商开始对Jersey Mike's Subs JMKE.N 进行覆盖，并给予积极评级

** BTIG首次覆盖该股，给予“买入”评级，目标价28美元，理由是其市场份额稳步提升、门店扩张及品牌实力，这些因素有望助力Jersey Mike's超越Subway，成为美国领先的三明治品牌

** 杰富瑞指出，该公司餐饮业务扩张前景广阔，且可通过忠诚度计划、数字工具及营销举措提升顾客到店频率，因此给予“买入”评级，目标价29美元

** TD Cowen 也给予“买入”评级，目标价26美元，指出该公司同店销售额稳步增长，门店数量保持高个位数增长

** Truist Securities表示，加大社交媒体推广力度有望吸引年轻客户，同时公司在美国及国际市场具有巨大的扩张潜力，因此给予“买入”评级，目标价30美元

** 与此同时，摩根士丹利给予“超配”评级，目标价29美元，认为随着GLP-1药物使用及消费者偏好的演变，三明治作为相对不那么高热量的食品，其市场定位可能优于汉堡、披萨或炸鸡

** 杰西·迈克（Jersey Mike's）股价上周五收于23.86美元。自7月上市以来，该股累计上涨约9.2%

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