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日辰股份(603755.SH):更注重性價比的小B餐飲的恢復速度更快
格隆匯 05-29 09:44

格隆匯5月29日丨有投資者向日辰股份(603755.SH)提問:在公司看來,目前餐飲消費恢復的情況如何?

日辰股份回覆:從公司微觀感受來看,2023年一季度是消費恢復的初期過渡階段,從1月份春節前大家的心有餘悸,到2月份春節後的補償性消費,再到3月份的消費熱度下降,每個月都呈現不同態勢;五一假期對餐飲形成了一定的促進作用,但排除假期影響因素之外日常的餐飲消費復甦情況還有待觀察。拆分對比來看,商務宴請場景下的高端消費、更注重性價比的小B餐飲的恢復速度更快,其他類型餐飲恢復力度相對弱一些。

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