智通财经APP获悉，部分餐饮股今日走低，截至发稿，特海国际(09658)跌5.33%，报11.72港元；九毛九(09922)跌4.58%，报2.29港元；呷哺呷哺(00520)跌1.11%，报0.89港元；大家乐集团(00341)跌1.09%，报8.16港元。
国联证券指出，2024年3月社零/餐饮/商品零售销售额累计增速分别为4.7%/10.8%/4.0%，至6月累计增速分别降至3.7%/7.9%/3.2%，且7月累计增速环比持续走弱。分规模来看，限额以上餐饮/商品零售收入跑输行业整体，以1-7月份累计增速来看，限额以上餐饮收入/商品零售收入分别为4.6%/2.5%，低于餐饮行业/商品零售整体的7.1%/3.1%的增速。
浙商证券则指出，2024年1-6月餐饮企业注册量始终高于注销吊销量，门店供给持续上升，行业竞争持续白热化进一步促进形成了上半年餐饮整体行业的弱复苏，但优质品牌仍能脱颖而出。此外，茶饮咖啡、西式快餐、火锅卤味等各餐饮赛道多个品牌仍在跑马圈地，但均呈现客单价下滑趋势，部分赛道部分品牌下滑幅度呈现双位数，预计客单价压力仍将持续，主要原因在于行业竞争加剧。
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