智通财经APP获悉，餐饮股集体走低，截至发稿，海伦司(09869)跌5.36%，报1.59港元；小菜园(00999)跌4.92%，报9.28港元；九毛九(09922)跌2.69%，报2.53港元。
消息面上，九毛九此前发布一季度最新营运表现，集团的主要品牌同店日均销售额同比下降，期内太二自营的同店日均销售额同比下降21.2%，怂火锅为同比下降24.2%，九毛九自营同比下降18.6%。国元国际发研报指，九毛九公司主品牌均处于调整期，效果及持续性需进一步观察，且仍受到外部环境影响。
浙商证券指出，开店数角度，展店收缩已然开启，多数细分赛道呈现净关店态势。该行指出，多数细分赛道的门店收缩与需求复苏偏缓息息相关。而伴随供给收缩下的竞争趋缓，部分头部优质品牌正把握时代机遇，加速扩张。客单价角度，头部品牌企稳回升趋势已逐步显现。我们认为，这些品牌客单价的持续企稳回升得益于供给收缩后的竞争趋缓。而伴随供给收缩下的竞争趋缓，部分头部优质品牌把握住时代机遇，借助优异的经营策略率先实现了客单价的企稳回升。
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