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加拿大皇家銀行表示,Dutch Bros的限時優惠活動助力其第一季業績超預期,但競爭壓力依然存在。

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-- 加拿大皇家銀行資本市場(RBC Capital Markets)週四表示,Dutch Bros (BROS) 的穩健基本面在第一季度繼續改善,限時促銷活動助力其營收和利潤均超出預期,但競爭壓力依然存在。 報告指出,儘管4月同店銷售額成長近5%,僅略高於華爾街先前對第二季4.7%的預期,但RBC認為,鑑於第一季度限時促銷和商品降價活動的成功,Dutch Bros仍有成長空間。 RBC表示,星巴克(SBUX)第一季北美同店銷售額的加速成長似乎並未影響Dutch Bros的客流量成長,但競爭壓力依然存在。該券商也表示,管理階層認為星巴克推出的Energy Refresher不會對其產生任何影響。 RBC稱,Dutch Bros將全年門市成長預期略微上調至淨增加185家以上,此前預期為181家。儘管華爾街的預期不太可能大幅提高,但RBC認為管理層對潛在的成長前景充滿信心。 加拿大皇家銀行維持對Dutch Bros的「跑贏大盤」評級,目標價為75美元。 Dutch Bros股價週四下跌超過8%。

Price: $53.45, Change: $-5.61, Percent Change: -9.50%

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