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瑞銀表示,Brinker International將繼續推動Chili's的成長,利潤率或將隨時間推移而回升。

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-- 瑞銀集團週五在一份報告中指出,隨著Chili's受益於超值優惠、營運改善、門市擴張和股票回購,Brinker International (EAT) 的銷售額和市場份額預計將持續增長,而短期利潤率壓力可能會隨著時間的推移而緩解。 瑞銀表示,儘管天氣不佳,Chili's預計仍將保持穩健的第三財季同店銷售額,Brinker目前的策略和領導層應有助於支撐其穩定成長。 這家投資公司表示,新的雞肉三明治平台、「買三送一」優惠、更強有力的營銷以及更佳的客戶體驗應能保持客流量和消費水平的健康增長。其近期的一項調查顯示,消費者對Chili's的需求強勁,這得益於其物美價廉、更優質的服務和不斷改進的菜單。 瑞銀表示,預計短期內餐廳利潤率將受到通貨膨脹、行銷支出、冬季風暴和勞動力成本等因素的影響;然而,隨著成本壓力緩解以及銷售成長和價格持續提振業績,利潤率預計將在長期內有所改善。 瑞銀維持對 Brinker 的買入評級和 190 美元的目標價,稱其股價仍有上漲空間,理由是盈利潛力穩健、單位增長速度加快、資產負債表強勁以及股票回購。

Price: $140.63, Change: $-3.22, Percent Change: -2.24%

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