研报掘金|招商证券:上调百胜中国目标价至474港元 上季同店销售增长及利润率优于预期

格隆汇
10 Feb

招商证券发表研究报告指,百胜中国去年业绩符预期,上季同店销售增长及利润率优于预期;另其店铺扩张速度略快于预期,集团去年末季开设492间店铺,正迈向2026年达到超过2万店铺的目标。该行指出,肯德基部分菜单调高价格后,对整体同店销售增长并无显著的负面影响,因此对肯德基在大众市场的竞争力及整体经营利润率保持信心。该行续表示,集团的股东回报方面,百胜中国除了拟于今明两年向股东回馈30亿美元,季度公司每股...

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