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美国银行称,受需求疲软和第二季度初市场波动影响,餐饮股表现落后于大盘。

-- 美国银行证券周五发布的一份报告显示,随着第二季度的开始,餐饮股表现落后于大盘,汽油价格上涨和需求疲软对该板块构成压力。 报告指出,尽管天气恶劣,但第一季度同店销售额有所改善。然而,由于今年复活节提前,通常会导致餐厅客流量下降,因此4月初的趋势难以解读。 美国银行表示,投资者原本预期退税将提振消费,但燃油成本上涨挤压了餐厅的预算和利润空间。报告称,客流量稳定且盈利势头强劲的餐厅应该会脱颖而出。 在对19家公司进行评级后,美国银行将Chipotle Mexican Grill (CMG)的目标股价从53美元下调至50美元,理由是其长期盈利模型因近期股价波动而进行了调整。报告称,该公司仍然是一个强大的品牌,具有可观的长期盈利潜力。 美国银行将星巴克 (SBUX) 的目标股价从120美元上调至130美元。报告称,这家咖啡连锁店正致力于改善门店运营和客户服务,这些努力有望帮助其稳定业绩,并在今年晚些时候实现复苏。 美国银行将餐饮品牌国际公司(Restaurant Brands International,简称QSR)的目标股价从63美元上调至74美元,理由是其旗下主要连锁店的业绩均有所改善。报告指出,更有效的营销和门店升级,尤其是汉堡王(Burger King)的门店升级,可能有助于推动销售更加稳定。 周五交易中,Chipotle股价上涨0.5%,星巴克股价下跌0.6%,餐饮品牌国际公司股价下跌0.1%。

Price: $34.10, Change: $+0.20, Percent Change: +0.58%

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