核心观点2024 年总收入113 亿美元,创分拆上市以来的新高,核心经营利润11.90 亿美元,同比+12%,核心经营利润率10.4%,同比+0.7pct。2024 净增门店继续增加,预计未来加盟模式稳步提升。公司持续赋能优化组织和运营,从菜单革新到引入创新的商业模式均逐步取得较好表现,必胜客TA 下调情况下仍保持餐厅margin 提升,未来叠加不同品牌多样化店型和商业模式对市场的开拓、流程和运营...
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