高盛首席经济观点及最新企业调研纪要(周黑鸭&巨子生物)

智通财经网
13 Jan

高盛首席对中国经济最新观点:周黑鸭线上会议纪要高盛于 1 月 10 日在大中华区消费者与休闲企业日举办了与周黑鸭的线上会议。主要内容如下:1)尽管整体消费仍不稳定,但该公司在 2024 年下半年看到了改善趋势。同店销售增长率(SSSG)在 2024 年下半年略有改善,平均售价(ASP)环比稳定。2)在门店网络方面,该公司将继续专注于门店运营的改善,而非激进的门店扩张,管理层预计 2025 年门店...

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