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惡劣天氣影響第一季業績，Shake Shack股價暴跌

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-- 受惡劣天氣影響，速食連鎖業者Shake Shack (SHAK)第一季業績不如華爾街預期，股價週四暴跌。 該公司以非GAAP準則計算的每股盈餘為零，去年同期調整後每股盈餘為0.14美元，低於FactSet調查的分析師預期0.12美元。營收成長14%至3.667億美元，同店銷售額成長4.6%。 分析師先前預期截至4月1日的第一季營收為3.724億美元，同店銷售額成長4.7%。 執行長羅伯林奇在聲明中表示，惡劣天氣導致同店銷售額下降240個基點，並影響了第一季調整後的息稅折舊攤銷前利潤。 該公司股價週四盤中一度暴跌約30%。 該公司在致股東信中表示，由於營運成本上升以及行銷活動“帶來的一些混合影響”，餐廳層面的利潤率略低於公司預期。 Shake Shack 維持其 2026 年 16 億至 17 億美元的營收預期，並繼續預計同店銷售額將實現個位數百分比的成長。 FactSet 的一項調查顯示，分析師預測銷售額將達到 16.6 億美元，同店銷售額將成長 3%。 根據 FactSet 的財報電話會議記錄，林奇在財報電話會議上表示：“我們的銷售勢頭在（第二季度）不斷增強，我們重申了 2026 年同店銷售額、餐廳層面利潤率和長期財務目標的預期。” Shake Shack 任命米歇爾·胡克 (Michelle Hook) 為首席財務官，該任命於 5 月 11 日生效。胡克此前曾擔任 Portillo's (PTLO) 的財務長。 凱瑟琳·福格蒂 (Katherine Fogertey) 於 3 月卸任 Shake Shack 財務長一職。 快餐巨頭麥當勞（MCD）週四公佈的第一季業績超出華爾街預期，此前一天，漢堡王母公司餐飲品牌國際公司（QSR）也公佈了強於預期的財務業績。 上週，百勝餐飲集團（YUM）公佈了肯德基和塔可鐘第一季的同店銷售額成長。

Price: $69.55, Change: $-26.97, Percent Change: -27.94%

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