百勝中國(09987.HK)料2026年內地開店增至兩萬間 每股盈利年均複合增長率達雙位數
內地最大餐飲公司百勝中國(Yum China)(09987.HK)首席執行官屈翠容於投資者日活動上表示,隨着公司RGM(Resilience、Growth、Moat)戰略升級,公司將更加註重增長。通過採用靈活的門店形式以及與加盟商的戰略合作,公司將在更多的地區拓展業務佈局。集團將主力在二、三線城市開設分店,預期到2026年,內地開設分店數量將增加至兩萬間。
同時,力爭在未來三年間,不計匯兌影響,系統銷售額和經營利潤實現高單位數至雙位數的年均複合增長,每股盈利實現雙位數年均複合增長。目前必勝客門店數量已突破3,000家,今年淨新增店數有望創新高,並計劃在未來三年進一步加快開店,保持每年淨新增店數400家至500家。未來三年至五年,目標將意大利咖啡品牌Lavazza門店數增至千家。(ta/cy)
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