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汉堡王母公司餐饮品牌第一季度盈利和营收领跑Street Views

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-- 餐饮品牌国际公司(Restaurant Brands International,股票代码:QSR)周三公布的第一季度财报显示,其盈利和营收均超出华尔街预期,而同店销售增长则与市场普遍预期相符。 这家汉堡王母公司截至3月31日的第一季度调整后每股收益从去年同期的0.75美元增至0.86美元,营收增长7.4%至22.6亿美元。这些业绩均高于华尔街此前预测的每股收益0.83美元和营收22.4亿美元。同店销售额增长3.2%,与华尔街预期一致。餐厅净增长2.6%,低于去年同期的3.3%。 该公司股价在午后交易中下跌5.5%。截至2026年,该股累计上涨约13%。 第一季度,Tim Hortons品牌同店销售额增长1.6%,Burger King增长5.8%,国际业务增长5.7%。Firehouse Subs下降0.5%,Popeyes则暴跌6.5%。 首席执行官Josh Kobza在一份声明中表示:“Tim Hortons和国际业务均实现了连续第20个季度同店销售额增长。Burger King的业绩反映了加盟商和团队多年来的辛勤付出。” 据FactSet发布的财报电话会议记录显示,首席财务官Sami Siddiqui在财报电话会议上表示,Restaurant Brands计划在2026年回购约5亿美元的股票。 Siddiqui告诉分析师:“我们正在密切关注牛肉成本,并预计随着时间的推移,牛肉成本将恢复正常,预计到2027年左右将有所缓解。” 该公司继续预计2024年至2028年同店销售额将增长超过3%,并在算法周期末期实现净餐厅增长率超过5%。 Siddiqui表示,Restaurant Brands有望在2028年前每年新增约1800家餐厅。“我们正在持续简化业务,并计划在2027年底前逐步关闭Restaurant Holdings。”

Price: $77.08, Change: $-4.59, Percent Change: -5.62%

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