小菜园(00999)刚刚在港交所主板上市就遭遇较大压力,12月23日盘中股价出现大跌5.07%的走势,引发市场广泛关注。
不久前,小菜园成功上市无疑为其发展注入了强心剂,但随后股价大跌也反映出投资者对其发展前景存在一定担忧。
从业绩来看,小菜园主要收入来自同名连锁品牌"小菜园"门店,但最近几年该品牌的同店销售出现下滑,门店经营利润率以及翻台率等关键指标也呈现不同程度下降,引发市场对其门店业务可持续增长的疑虑。
此外,小菜园作为安徽的地方品牌,即使在华东区域已有一定影响力,但在全国范围内的知名度仍有提升空间。加之此前曾因"健康证"造假而受到负面影响,品牌形象也面临一定修复压力。
在扩张方面,小菜园采取直营模式,未来几年内拟新开数百家门店以实现千店目标,但门店扩张将带来巨大资金压力,成本控制和效率提升是重中之重。同时,行业内竞争愈发白热化,小菜园如何持续创新并保住市场份额,也是发展中需要应对的严峻挑战。
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