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研報掘金丨華鑫證券:良品鋪子利潤進入釋放期 維持“買入”評級
格隆匯 04-28 14:31
格隆匯4月28日丨華鑫證券28日研報稱,良品鋪子(603719.SH)27日發佈2023年一季報,收入短期波動,利潤進入釋放期。分業態看,2023Q1電子商務/加盟/直營零售/團購業務營收為12.06/7.58/5.81/1.16億元,同比-32%/-3%/+7%/-30%。截至2023Q1末,直營門店65家,加盟門店16家。隨着線下消費場景恢復,門店客流量逐步復甦,先以直營門店為主,聚焦華中、華南、華東、西南等優勢地區加密佈局。該行預計2023-2025年EPS為1.01/1.20/1.38元,當前股價對應PE分別為32/27/24倍,維持“買入”投資評級。
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