-- 百胜餐饮集团(YUM)周三公布的第一季度业绩超出华尔街预期,主要得益于肯德基和塔可钟同店销售额的增长。 这家快餐连锁运营商截至3月份的季度调整后每股收益从去年同期的1.30美元增至1.50美元,高于FactSet调查的1.38美元的普遍预期。总营收增长15%至20.6亿美元,超过华尔街预期的20.4亿美元。 该股在最新的盘前交易中上涨1.6%。 全球同店销售额增长3%,高于分析师平均预期的2.6%。肯德基和塔可钟的同店销售额分别增长2%和8%,必胜客持平。Habit Burger & Grill的同店销售额增长5%。 “塔可钟同店销售额实现了8%的卓越增长,显著领先于快餐行业,延续了2025年第一季度强劲的同店销售额增长势头,”首席执行官克里斯·特纳在一份声明中表示。“肯德基的门店数量增长令人瞩目,同店销售额也保持了强劲增长,许多肯德基市场的系统销售额实现了两位数增长。” 必胜客在美国的同店销售额下降了4%,而塔可钟则增长了8%。 该公司新开了1030家门店,同比增长5%,其中包括648家肯德基门店和346家必胜客门店。 达美乐披萨(DPZ)本周早些时候公布的第一季度业绩低于预期,首席执行官罗素·韦纳表示,消费者的不确定性和通货膨胀在季度末抑制了需求。
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