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摩根士丹利表示，隨著塔可鐘業績持續走強，百勝餐飲集團的品牌知名度也將持續提升。

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-- 摩根士丹利週五發布的一份報告指出，百勝餐飲集團 (YUM) 的穩健前景日益明朗，這得益於塔可鐘 (Taco Bell) 的強勁表現、肯德基 (KFC) 的穩健增長、新店開業數量的增加以及必勝客 (Pizza Hut) 對戰略選擇的探索，因此其業績略有上調。 摩根士丹利表示，塔可鐘仍是業績成長的主要驅動力，同店銷售額成長了 8%，顯示儘管去年同期基數較高，但市場需求依然強勁。如果塔可鐘將 Live Mas Cafe 飲品推廣到更多門市，飲料業務的成長可能會進一步提振塔可鐘的業績。 摩根士丹利指出，肯德基的整體業績仍按計劃進行，這得益於其國際市場的強勁勢頭以及透過 Kwench 平台推出的全新飲料產品；然而，必勝客在美國市場的表現依然疲軟，但其同店銷售額持平，好於預期。此外，必勝客的戰略評估預計將於年底完成。 報告也指出，在肯德基新店開幕和必勝客門市關閉數量低於預期的支撐下，百勝餐飲集團的門市成長正逐步接近其長期目標。 摩根士丹利維持對該股的「持股觀望」評級，並將目標價從 176 美元上調至 180 美元，反映出略高的預期，同時指出利潤率面臨一些壓力，且宏觀經濟存在不確定性。

Price: $159.44, Change: $-0.22, Percent Change: -0.13%

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