成本攀升或施压达登饭店业绩指引——市场观察

投资观察06-24

达登饭店将于周四公布其第四财季业绩。古根海姆公司预计，其旗下LongHorn牛排馆强劲的客流量趋势将抵消橄榄园餐厅增长乏力的影响。分析师格雷戈里·弗兰克福特和阿里安·拉扎伊认为，LongHorn的同店销售额将超出市场普遍预期，而橄榄园的同店销售额则将低于预期。

他们在一份研究报告中指出：“与中东战争相关的成本压力（公用事业、包装和运输）可能会限制第四季度的盈利上行空间，并可能对通常随四季度业绩一同发布的2027财年业绩指引构成制约。劳动力成本通胀在多年市场吃紧后可能带来意外利好，但我们预计持续的牛肉成本压力以及其他餐厅费用通胀将对利润率构成限制。”

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。

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