大行評級|花旗:維持百勝中國“買入”評級 簡化餐牌助提升營運效率
花旗發表報吿指,百勝中國第二季度核心經營溢利按年增長12%,受惠於一般及行政開支減少。在回購行動下,攤薄後每股盈利按年仍增長17%,推出創新產品推動同店銷售按年增長4%,公司亦積極改善經營效益,穩定餐廳利潤率,因此錄得自分拆以來最高的第二季度盈利,維持其“買入”評級,目標價為559.9港元。
該行指,公司簡化餐牌及營運模式,以及在自動化及AI協助下,成功提升營運效率,令公司在餐牌創新方面更具彈性,旗下KFC透過增加不同價格產品及降低運費,在外賣平台取得更大市佔率,Pizza Hut推出入門價薄餅及單人餐吸引更多顧客。公司營運改革成功擴充市場,新開設的店鋪亦維持理想回報。
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