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百勝中國(09987.HK)提高未來5年資本支出至最多65億美元
百勝中國(09987.HK)昨日(22日)舉辦虛擬投資者日,集團首席執行官屈翠容指於過去18個月,核心品牌肯德基和必勝客根據疫情形勢迅速作出應對並實現了穩健的業績。公司門店加速擴張,穩步邁向 2萬家門店。集團會驅動核心品牌以及新興品牌的增長,其中Lavazza 計劃2025年增長至1,000家門店。 公司亦將繼續投資數碼化技術,提升營運水平。公司另已撥出10億美元的資金在未來5年用於擴大物流網絡至45至50個物流中心和整合中心,供應鏈數碼化和可持續發展各項措施。 公司預計,將在未來5年內提高總計資本支出至約50億至65億美元以實現內生增長,大部分資本支出將用於加快核心品牌的增長、門店翻新、擴大新興品牌規模以及加強供應鏈和數碼化基礎建設。 長期來看,公司有潛力實現高單位數至雙位數的系統銷售額增長、經營利潤增長和每股盈利增長(均不計及外幣換算以及特別項目影響)。
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