快餐连锁品牌Shake Shack Inc(SHAK)今日盘中股价大跌6.21%,引发市场广泛关注。
从市场消息来看,投资者可能担心美国消费者支出能力疲软,对Shake Shack等餐饮股票造成负面影响。根据高盛最新预测,尽管2025年美国消费者整体状况依然强劲,但个人可支配收入增长放缓、基本支出增加等因素或将抑制其非必需消费支出。
身为典型的休闲餐饮品牌,Shake Shack的收入主要来源于消费者的可支配收入情况。一旦可支配收入受限,消费者外食需求可能跟随减弱,进而对Shake Shack的销售和利润前景造成压力。即便其广告宣传和数字化业务表现良好,但如果缺乏可支配收入支撑,公司的营收增长仍可能受阻。
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