大家樂(00341.HK):整體市況不樂觀 次輪消費券作用不大
大家樂(00341.HK)首席執行官羅德承表示,近期疫情升溫,對現時市況不樂觀,持謹慎態度;至於臨近中秋,他們指現時集團月餅銷量達標,但中秋當日銷情暫未得知,現時早午茶餐餐數按年呈單位數跌幅,而晚市則有雙位數跌幅,
他指,集團在6月加強宣傳,以致6月底至7月期間,銷量明顯有所上升,惟8月推出的新一輪消費券反應不如上一輪,主要是整體消費力疲軟,加上消費者花費於餐飲方面的佔比並不多,故消費券的帶動作用不大,又稱要等10月份的消費券推出後,才知其成效。
他指,部分產品面對物價壓力,故價格有所上調,但同時提供客戶折扣,以維持銷量;被問及會否未來進一步加價,他形容現時陷入兩難局面,由於香港以至整個華南地區消費力疲軟,消費者購入部分高價產品難度較高,冀透過優化餐單組合、會員優惠折扣等,令消費者感「物有所值」,又指現時餐價均價近40元,目前仍難以突破。
他表示,珠海、澳門及深圳疫情嚴峻,防疫措施收緊,以致未能營運,令銷售能力承壓;他指,截至7月底,集團在華南地區開設7間新店,惟目前已減慢了開店步代,認為視乎整個大灣區經濟,以至市況發展,稱要謹慎看待。
對於傳11月本港通關,他指業主感樂觀,在旅遊區的店舖議價空間有限,而本港目前開店進度理想,已設立16間分店,並未來傾向考慮開設「細店」;在外賣佔比方面,由疫前的20%至30%,增至50%,故集團未來會考慮怎樣同時滿足堂食及外賣客人的需求。
對於本港疫情升溫,被問及會否擔憂港府再次收緊防疫措施時,他指,目前暫未見此可能性。
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