快餐汉堡店在价格敏感的市场中面临困境 — 市场快讯

投资观察10-30

1327 ET - 据Mizuho分析师Nick Setyan表示，快餐汉堡店在后疫情时代的通货膨胀中率先发力，但如今由于消费者支出减少，处境变得相当不利。相比2019年，快餐板块的价格现在已比杂货贵了12%，而快餐汉堡店的价格比杂货贵了18%。相对而言，快餐披萨店现在比汉堡快餐更具价格优势。Setyan指出，达美乐比萨特别保持了低于通胀的账单增长，当前在同店销售、单位和利润增长方面的定位优于过去五年中的任何时刻。(nicholas.miller@wsj.com)

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/1144353761?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-10-30 01:28","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"1144353761","market":"us","top_or_hot":-1,"title":"快餐汉堡店在价格敏感的市场中面临困境 — 市场快讯","media":"投资观察","content":"<p>1327 ET - 据Mizuho分析师Nick Setyan表示，快餐汉堡店在后疫情时代的通货膨胀中率先发力，但如今由于消费者支出减少，处境变得相当不利。相比2019年，快餐板块的价格现在已比杂货贵了12%，而快餐汉堡店的价格比杂货贵了18%。相对而言，快餐披萨店现在比汉堡快餐更具价格优势。Setyan指出，达美乐比萨特别保持了低于通胀的账单增长，当前在同店销售、单位和利润增长方面的定位优于过去五年中的任何时刻。(nicholas.miller@wsj.com)</p>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>快餐汉堡店在价格敏感的市场中面临困境 — 市场快讯</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n快餐汉堡店在价格敏感的市场中面临困境 — 市场快讯\n</h2>\n\n<h4 class=\"meta\">\n\n2025-10-30 01:28 北京时间&nbsp;&nbsp;&nbsp;<strong>投资观察</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>1327 ET - 据Mizuho分析师Nick Setyan表示，快餐汉堡店在后疫情时代的通货膨胀中率先发力，但如今由于消费者支出减少，处境变得相当不利。相比2019年，快餐板块的价格现在已比杂货贵了12%，而快餐汉堡店的价格比杂货贵了18%。相对而言，快餐披萨店现在比汉堡快餐更具价格优势。Setyan指出，达美乐比萨特别保持了低于通胀的账单增长，当前在同店销售、单位和利润增长方面的定位优于过去...</p>\n\n<a href=\"\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"IE00BFSS7M15.SGD","symbol_name":"Janus Henderson Balanced A Acc SGD-H","start_time":0,"source_url":"","article_id":"1144353761","we_media_id":"1076224072","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1144353761","pubTimestamp":1761758917,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"投资观察","introduction":"关注海外资本市场一手动态","home_visible":1,"id":"1076224072","head_image":"https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922"},"summary":"1327 ET - 据Mizuho分析师Nick Setyan表示，快餐汉堡店在后疫情时代的通货膨胀中率先发力，但如今由于消费者支出减少，处境变得相当不利。相比2019年，快餐板块的价格现在已比杂货贵了12%，而快餐汉堡店的价格比杂货贵了18%。相对而言，快餐披萨店现在比汉堡快餐更具价格优势。Setyan指出，达美乐比萨特别保持了低于通胀的账单增长，当前在同店销售、单位和利润增长方面的定位优于过去五年中的任何时刻。(nicholas.miller@wsj.com)","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"zh","relate_stocks":{"IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","BK4610":"咖啡茶饮","BK4566":"资本集团","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","BK4504":"桥水持仓","LU0795875169.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD-H","BK4559":"巴菲特持仓","LU1732800096.USD":"摩根大通环球收益基金A (irc)","BK4209":"餐馆","LU1585245621.USD":"EASTSPRING INV GLOBAL LOW VOLATILITY EQUITY FUND \"A\" (USD) ACC B","BK4588":"碎股","BK4550":"红杉资本持仓","LU1430594728.SGD":"Eastspring Investments - Global Low Volatility Equity AS SGD","LU1069347547.HKD":"AB SICAV I - GLOBAL VALUE PORTFOLIO \"AD\" (HKD) INC","MCD":"麦当劳","LU1732799900.SGD":"JPMorgan Investment Funds - Global Income A (irc) SGD-H","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","DPZ":"达美乐比萨","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0912757837.SGD":"JPMorgan Investment Funds - Global Income A (mth) SGD-H","LU0942090050.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD)  INC","BK4524":"宅经济概念","LU1718418525.SGD":"JPMorgan Investment Funds - Global Select Equity A (acc) SGD","LU2279689827.SGD":"JPMorgan Investment Funds - Global Income Sustainable A (mth) SGD-H","BK4581":"高盛持仓","LU1035773651.USD":"AB SICAV I - GLOBAL VALUE PORTFOLIO \"AD\" (USD) INC","BK4532":"文艺复兴科技持仓","LU2133065610.SGD":"JPMorgan Investment Funds - Global Dividend A (mth) SGD","LU0726765562.USD":"JPM GLOBAL INCOME \"A\" (USD HEDGED) INC","LU2347655156.SGD":"JPMorgan Investment Funds - Global Income A (icdiv) SGD-H","LU0795875086.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","BK4534":"瑞士信贷持仓","LU2347655073.USD":"JPM GLOBAL INCOME \"A\" (USDHDG) INC A","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","BK4585":"ETF&股票定投概念","LU0868494708.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) INC"},"translate_title":"Fast food burger joints face difficulties in price-sensitive market-Market News","themeId":"","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"MCD":1,"DPZ":1},"content_text":"1327 ET - 据Mizuho分析师Nick Setyan表示，快餐汉堡店在后疫情时代的通货膨胀中率先发力，但如今由于消费者支出减少，处境变得相当不利。相比2019年，快餐板块的价格现在已比杂货贵了12%，而快餐汉堡店的价格比杂货贵了18%。相对而言，快餐披萨店现在比汉堡快餐更具价格优势。Setyan指出，达美乐比萨特别保持了低于通胀的账单增长，当前在同店销售、单位和利润增长方面的定位优于过去五年中的任何时刻。(nicholas.miller@wsj.com)","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.35.9","shortVersion":"4.35.9","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1144353761","isCrawlerRequest":true}