4月28日周一盘前,全球最大披萨连锁店达美乐比萨(Domino's Pizza,股票代码:DPZ)股价大跌5.07%,主要受到美国同店销售额意外下滑的影响。
根据公司最新发布的第一季度财报,达美乐比萨美国同店销售额下降0.5%,而分析师此前平均预期为增长0.5%。这一意外下滑主要归因于高通胀环境下消费者减少了外出就餐支出,以及宏观经济不确定性的影响。尽管如此,公司国际同店销售额仍实现了3.7%的增长,超过了分析师1.93%的预期。
值得注意的是,达美乐比萨第一季度每股收益为4.33美元,高于分析师平均预期的4.07美元。公司新推出的帕尔马干酪馅饼皮比萨和"提升周"促销活动(所有在线订单五折优惠)在一定程度上拉动了需求。此外,达美乐比萨近期宣布与DoorDash合作,计划于5月在全国范围内通过DoorDash应用程序提供订餐服务,这可能为公司带来新的增长机会。尽管今日股价大跌,但该公司股价年初至今仍累计上涨约16%。
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