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百勝中國(09987.HK):上半年淨增655家門店創紀錄 中國市場空間龐大
百勝中國(09987.HK)首席執行官屈翠容透露,集團上半年門店擴張速度加快,創紀錄淨增655家門店,新店回報表現非常穩健,增強未來加快開店步伐的信心。她認為,中國市場空間龐大,於一線至六線城市都有開設新店的機會,將採取靈活開店形式。 首席財務官楊家威補充,現時門店回報期維持健康水平,肯德基及必勝客新店回報期分別為約2年及3年。 展望下半年發展,他指出,由於暑期為行業傳統旺季,首要任務是推動銷售增長,擬加強推廣活動,維持資本開支預算為7億至9億美元。今年上半年集團第二度與米哈遊手遊《原神》合作,售出約200萬個主題套餐,為去年同期的三倍,並吸納到100萬名新會員。 百勝中國次季同店銷售額仍低於2019年同期水平,但楊家威強調,第二季收入及經營利潤較2019年同期已錄得25%及26%增長,加上現有門店中約40%屬疫情後開設,無法完全作出直接比較,將著眼於未來發展,現時人員招聘已正常化,料下半年薪金升幅達低至中單位數。 屈翠容又透露,上半年門店租金比率僅9%,屬過去十年來最好,除開設新店時可降低租金水平外,有個別現有門店疫情後租金亦錄得最多50%的減幅。
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