行业近况我们观察餐饮品牌同店延续压力;2H24 以来低价促销趋缓和格局趋稳局部显现,肯德基中国、蜜雪等提价也有所验证。龙头持续积极尝试新模式。评论餐饮品牌同店延续压力,需求回暖拐点仍需观察。我们估计4Q24 餐饮同店延续压力:海底捞2H24 同比基数较高(2H23 整体翻台超过4 vs 1H23 整体翻台3.3),我们估计24 年7-8 月翻台同比基本持平,9-11 月同比个位数下滑,我们预计12...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.