九毛九(09922.HK)第二季度太二(僅限自營)同店日均銷售額下降13.7%
格隆匯7月18日丨九毛九(09922.HK)公吿,截至2025年6月30日,公司按品牌劃分的餐廳數量總計729間。
2025年第二季度,太二(僅限自營)同店日均銷售額下降13.7%;慫火鍋同店日均銷售額下降14.3%;九毛九同店日均銷售額下降18.5%。
於2025年第二季度,集團主要品牌的同店日均銷售額同比仍呈下降態勢,主要反映外部環境持續帶來的消費壓力。其中,第二季度太二及慫火鍋的同店日均銷售額同比下降幅度較第一季度顯著收窄。太二品牌在2025年4-6月份同店日均銷售額同比降幅逐月收窄,顯示經營調整初見成效及築底企穩的跡象。截至本公吿日,太二品牌已落地的「新模型」餐廳數量為57家(其中,55家位於中國內地),其中大多數由現有門店改造,以展示品牌以「鮮活食材」為核心的戰略升級。公司相信,隨着更多「新模型」餐廳的逐步落地,相關積極效果將在下半年進一步顯現。此外,主要品牌的顧客人均消費連續三個季度保持相對穩定,顯示集團戰略重心從短期促銷轉向強化產品品質和優化顧客體驗的成效。
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