金吾财讯 | 百胜中国(09987)公布,截至2024年12月31日止年度,股东应占净利润9.11亿元(美元,下同),同比增长10.16%;每股基本盈利2.34元。派现金股息每股0.24元。期内,公司收入113.03亿元,同比增长2.96%,主要由于净新增门店贡献7%,部分被因客单价下降及同店交易量增长带来的同店销售额下降抵销。经营利润增加5%或8%(不计及外币换算的影响28百万美元)。期内,餐厅收入106.51亿元,同比增长2.50%。系统销售额同比增长5%,不计及外币换算影响。该增长主要得益于7%的净新增门店贡献。同店销售额达去年同期水平的97%。门店总数增长12%,净新增门店1,751家,其中加盟店有512家,约占净新增门店总数的29%。展望未来,2025财年,公司预计净新增约1,600至1,800家门店,资本支出介乎约7亿至8亿美元之间。
公司计划在2024年已回馈15亿美元的基础上,在2025年至2026年间向股东回馈30亿美元。
另外,公司预计在未来几年内,肯德基和必胜客净新增门店中加盟店的比例将分别逐步增加到40–50%和20–30%。
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