瑞银发表研报指,百胜中国(YUMC.US) 2024财年第四季息税前利润强劲,且超出预期。该行认为,公司旗下“肯德基”近期的价格上涨、新模式的成功、竞争减少为持续的同店销售改善奠定基础,这是今年的一个关键监控指标。瑞银提及,由于今年的外汇压力,预计百胜中国2025至2027财年总收入将减少3%至4%,较市场预期高0.9%至6.2%;餐厅成本占销售额的百分比预测全面削减0.2至0.3个百分点,亦...
Source Link瑞银发表研报指,百胜中国(YUMC.US) 2024财年第四季息税前利润强劲,且超出预期。该行认为,公司旗下“肯德基”近期的价格上涨、新模式的成功、竞争减少为持续的同店销售改善奠定基础,这是今年的一个关键监控指标。瑞银提及,由于今年的外汇压力,预计百胜中国2025至2027财年总收入将减少3%至4%,较市场预期高0.9%至6.2%;餐厅成本占销售额的百分比预测全面削减0.2至0.3个百分点,亦...
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