-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師的觀點摘要如下：我們將12個月目標股價調高4美元至75美元，相當於2026年每股盈餘預期值的18倍，高於該股五年平均本益比13倍。我們將2026年每股盈餘預期從3.97美元上調至4.17美元，並將2027年每股盈餘預期從4.28美元上調至4.55美元。鑑於第一季業績超出預期，包括營收和利潤均超出預期，我們重申「買入」評級。 CAKE專注於體驗式餐飲，這持續推動其旗艦餐廳Cheesecake Factory的同店銷售成長（第一季成長1.6%），同時其價格上漲幅度（成長3.3%）也高於同業餐廳。此外，像休閒快餐品牌Flower Child這樣的新概念餐廳，其同店銷售成長速度（年增10%）也高於管理階層的預期（先前預期為個位數中段成長）。儘管牛肉和海鮮成本持續上漲，但由於員工留任率高，勞動成本得到有效控制，CAKE的營業利潤率仍維持在5.8%的穩定水準。令人欣喜的是，在餐飲同行普遍面臨利潤率壓力之際，CAKE依然維持了這個優勢。總而言之，我們認為CAKE 2026年39.1億美元的營收目標和5%的淨利率目標仍有提升空間。
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Research Alert: CFRA Maintains Buy Rating On Shares Of Cardinal Health Inc.
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Research Alert: CFRA Maintains Buy Opinion On Shares Of Blue Owl Capital Inc.
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