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加拿大皇家银行表示,尽管估值较低,但达美乐披萨仍面临不利的经营环境。

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-- 加拿大皇家银行资本市场(RBC Capital Markets)周三发布的一份报告称,达美乐披萨(Domino's Pizza,股票代码:DPZ)第一季度的营收和利润可能“略低于市场预期”。 报告指出,尽管估值偏低,但由于“预期可能被下调”,该公司风险/回报比“略微不利”。 报告还指出,尽管达美乐披萨可能受益于竞争对手在第一季度的关店潮,但潜在的宏观经济压力增加可能会促使其管理层将2026年国内同店销售增长预期从3%略微下调。 该投资公司表示,百胜餐饮集团(Yum Brands,股票代码:YUM)旗下的必胜客(Pizza Hut)和棒约翰(Papa John's,股票代码:PZZA)预计今年将关闭约500家门店,其中大部分将在第一季度关闭。 加拿大皇家银行(RBC)预计,达美乐披萨第一季度美国同店销售额将增长2.7%,低于市场普遍预期的3.0%。 与此同时,尽管高油价可能对消费者支出产生影响,但该投资公司认为达美乐披萨的国际同店销售额增长将与预期持平。RBC指出,达美乐披萨在中东地区的直接业务仅占其系统销售额的个位数百分比。 RBC维持对达美乐披萨的“与行业持平”评级,并将目标股价从425美元下调至400美元。

Price: $368.12, Change: $-1.05, Percent Change: -0.29%

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加拿大皇家银行表示,尽管估值较低,但达美乐披萨仍面临不利的经营环境。 | FINWIRES