港交所迎新秀:達美樂中國厚積薄發,三年營收高漲
格隆匯4月1日丨港交所文件顯示,3月28日,達勢股份有限公司(簡稱“達美樂中國”)遞表港交所,美銀證券為獨家保薦人。據悉,達美樂中國是達美樂比薩在中國大陸、中國香港特別行政區和中國澳門特別行政區的獨家總特許經營商。截至目前,達美樂比薩於中國大陸的10個城市直營485家門店。中國比薩市場是一個龐大、快速增長且處於早期發展階段的市場。根據弗若斯特沙利文報吿,於2020年的市場規模為人民幣305億元,預期到2025年將增長一倍並達至人民幣623億元,複合年增長率為15.4%。通過將達美樂的主要成功模式根據中國市場及中國消費的需求進行本土化改良,達美樂中國已構建了獨特的業務模式,按照2020年的銷售收入計位列中國第三大比薩公司。招股書顯示,獨特、專注的業務模式,使得達美樂中國近年來實現了門店數量的快速擴張及業績的持續增長。門店數量從2019年1月1日的188家增長149%至2021年12月31日的468家。2019-2021年,分別錄得7.3%、9.0%及18.7%的同店銷售增長率,往績記錄期間的各季度均錄得同店銷售正增長;同期,分別實現收入約人民幣8.37億元、11.04億元、16.11億元。此外,公司2021年經調整EBITDA為人民幣5830萬元,成功扭虧為盈。
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