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摩根士丹利表示，Brinker International 仍然是全方位服务餐饮领域极具吸引力的选择。

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-- 摩根士丹利周三发布的研究报告指出，Brinker International (EAT) 仍然是全方位服务餐饮领域极具吸引力的选择，股价回调是投资者入场的良机。 该公司公布的第三财季业绩符合预期，摩根士丹利表示，在门店翻新和门店扩张的推动下，未来实现两位数盈利增长的可能性很大。 分析师指出，尽管第三财季同店销售额低于预期，天气和节假日因素对营收增长造成了2.1%的负面影响，但随着季度推进，趋势有所改善，预计4月份客流量增加，同店销售额有望实现中等个位数增长。 摩根士丹利目前预计该公司第四财季调整后每股收益为3.10美元，高于此前预期的3.05美元。对于2026财年全年，摩根士丹利目前预计该公司调整后每股收益为12.52美元，高于此前预期的12.37美元。 受大宗商品通胀和餐饮成本上涨的影响，该公司第三季度餐厅利润率较上年同期有所下降。但报告指出，2027年的菜单创新有望成为推动消费者升级消费的契机。 该券商重申了对该股的“增持”评级，并将目标股价从每股205美元上调至207美元。

Price: $150.88, Change: $+3.07, Percent Change: +2.08%

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