百勝中國(09987.HK):2023年總收入增長15%至109.8億美元
格隆匯3月1日丨百勝中國(09987.HK)發佈公吿,截至2023年12月31日止年度,總收入增長15%至109.8億美元,或增長21%,不計及外幣換算的影響。經營利潤增長76%至11億美元。經調整經營利潤增長77%至11億美元。核心經營利潤增長79%。餐廳利潤率增長至16.3%。剔除影響餐廳層面可比性的項目,餐廳利潤率增長270個基點。每股攤薄盈利增長89%至1.97美元。不計及特別項目和0.11美元外幣換算以及公司對美團按市值計價的股權投資的0.04美元虧損帶來的不利影響,該增長率為101%。
2023年門店總數增長13%,或淨新增1,697家,超過全年淨新增門店目標。門店總數達14,644家,覆蓋超過2,000個城鎮。系統銷售額較去年同期增長21%,不計及外幣換算的影響。該增長主要得益於9%的淨新增門店貢獻,7%的同店銷售額增長,以及去年疫情期間門店暫時停業影響帶來的低基數效應。數字訂單收入超92億美元,數字訂單約佔公司餐廳收入的89%。肯德基及必勝客的會員總數合計超4.7億,較去年同期增長14%。會員銷售額約佔肯德基和必勝客系統銷售額的65%。
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