2024年国庆长假期间,呷哺呷哺(00520)股价出现大跌,截至10月8日收盘,当日股价下跌27.38%,创近年新低。引发投资者广泛关注的是,期间整个餐饮行业表现较为疲软,特别是一线品牌单店营收不佳。
分析指出,呷哺呷哺股价大跌或受到多重因素影响。首先,国庆节前5天餐饮门店供给大幅增加,导致客流被分散,知名品牌单店营收同比出现下滑,如呷哺呷哺、海底捞等品牌单店日均销售额同比均有不同程度的回落。其次,呷哺呷哺自身经营状况堪忧,上半年公司录得大幅亏损,面临成本上升及行业竞争加剧的压力。
国庆黄金周曾被视为餐饮行业渡过低谷的关键时期,但事实并不乐观。近期业内关店潮频频出现,包括呷哺呷哺也在上半年关闭了部分持续亏损的门店。各大品牌也在积极调整经营策略,寻找扩大餐饮消费基本盘的新方法,推动行业高质量发展。行业内部正在进行大洗牌,呷哺呷哺作为龙头品牌之一,未来如何突围也备受关注。
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