海底捞2024年业绩公告点评:成本优化 业绩超预期

东吴证券
28 Mar

事件:2024 年公司实现营业收入/净利润427.55/47.08 亿元,同比分别+3.14%/4.65%,2024H2 实现营业收入/净利润212.64/26.70 亿元,同比-5.78%/+19.14%。全年分红率95%,对应股息率5%。翻台率提升带动收入增长,客单价企稳。2024 年餐厅经营收入/海底捞餐厅经营收入分别为408.81/403.98 亿元,同比分别+3.2%/+2.9%,主要系...

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