大家樂(00341.HK):餐飲業「內捲」要一齊捲
港人北上消費熱潮下,本港餐飲業受到衝擊,大家樂(00341.HK)昨日(16日)公布業績,去年純利跌三成。集團首席執行官梁可婷表示,香港進入結構性轉型,經濟低迷下,集團加價空間少,今年將續推出不同優惠及性價比高的產品以吸引客人,維持薄利多銷策略。被問及會否擔心香港餐飲業猶如內地出現行業「內捲」,梁可婷指,「市道捲,都要一齊捲」,又稱會與港人共渡時艱。
梁可婷表示,本港餐飲業情形比內地更艱難,租金回落相對經濟下行的速度緩慢,希望減租幅度達25%。她表示對前景有信心,而集團已有56年歷史,並不是首次經歷本港經濟下行的情況,而集團業務並非單一化,故相信會較快走出谷底。
她又指,香港正在籌備開設6間快餐門店,不時優化門店網絡,沒有大規模關店的需要。而內地繼續保持一年增設20間門店,她料本財政年度在內地開店數目與以往相若,現時大家樂內地分店數目約185間,已超過本港的約175間店。期內內地收入14.9億元,按年減少1.3%。
針對大家樂期內末期息跌40%,她指出,過去數年集團派息比率達100%,倘日後盈利好轉,會恢復100%派息比率。
對於在本港上市的大灣區企業到深圳掛牌上市,對於集團會否考慮在深交所上市,梁可婷指,任何事都有可能,又指對無人機配送外賣,也保持開放態度。
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