亚朵:2000好店目标稳步推进;预估24年零售增速超指引

中金公司
25 Feb

公司近况近期我们邀请亚朵参加25 年中金公司春季投资策略会,我们看好亚朵依靠领先品质和服务体验保持较快成长速度及中高端赛道内的领军地位,建议关注中端品牌轻居的市场竞争力、中端高端多品牌矩阵建设及零售发展潜力。评论春节RevPAR表现略低于预期,节后商务需求复苏进程不错。25 年春节亚朵RevPAR同比表现稍低于此前预期,主要系OCC影响,具体来看:1)春节期间地区表现差异较大,东北等北方寒潮区域...

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