麦当劳等连锁餐厅就美国消费放缓发出预警

环球市场播报11-09

近日，美国多家大型连锁餐厅就消费放缓发出预警。随着通胀加剧、就业增长乏力，美国经济出现明显裂痕。　　麦当劳、奇波雷（Chipotle）等知名品牌提醒，低收入顾客的消费意愿正在下滑。这一趋势可能对整体经济产生重大影响，因为消费支出占美国经济活动的约三分之二。　　周五发布的最新报告显示，11月美国消费者信心指数降至2022年以来的最低水平，该数据来自密歇根大学。　　此次调查发布前不久，...

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href=https://finance.sina.com.cn/stock/usstock/c/2025-11-09/doc-infwusvv2552333.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近日，美国多家大型连锁餐厅就消费放缓发出预警。随着通胀加剧、就业增长乏力，美国经济出现明显裂痕。\n　　麦当劳、奇波雷（Chipotle）等知名品牌提醒，低收入顾客的消费意愿正在下滑。这一趋势可能对整体经济产生重大影响，因为消费支出占美国经济活动的约三分之二。\n　　周五发布的最新报告显示，11月美国消费者信心指数降至2022年以来的最低水平，该数据来自密歇根大学。\n　　此次调查发布前不久，...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2025-11-09/doc-infwusvv2552333.shtml\">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":"IE0004445015.USD","symbol_name":"JANUS HENDERSON BALANCED \"A2\" (USD) 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consumption","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"162415":1.5,"MCD":1.5},"content_text":"近日，美国多家大型连锁餐厅就消费放缓发出预警。随着通胀加剧、就业增长乏力，美国经济出现明显裂痕。\n　　麦当劳、奇波雷（Chipotle）等知名品牌提醒，低收入顾客的消费意愿正在下滑。这一趋势可能对整体经济产生重大影响，因为消费支出占美国经济活动的约三分之二。\n　　周五发布的最新报告显示，11月美国消费者信心指数降至2022年以来的最低水平，该数据来自密歇根大学。\n　　此次调查发布前不久，纽约联邦储备银行的数据显示，美国家庭债务水平已攀升至历史新高。\n　　以下是部分大型连锁餐厅对消费疲软的表态，以及这一现象可能对经济产生的影响：\n　　麦当劳\n　　麦当劳首席执行官克里斯托弗·肯普钦斯基本周向分析师警告，全行业低收入顾客的到店消费人次已“下降近两位数”。\n　　肯普钦斯基补充说，高收入顾客的到店消费人次有所增长，支撑了公司的营收。总体而言，截至9月的全年同店销售额增长2.4%，较上一季度2.5%的同比增幅略有下滑。\n　　低收入顾客消费减少的同时，食品价格持续上涨。公司的一份事实说明书显示，2019年至2024年，麦当劳菜单单品的平均价格上涨了40%。\n　　该公司表示，正自行承担部分“超值套餐”的成本，以减轻资金紧张顾客的价格压力。\n　　奇波雷（Chipotle）\n　　在全美拥有数千家门店的墨西哥风味快餐连锁奇波雷，在上周的财报中将销售不及预期归咎于消费疲软。\n　　该公司表示，同店销售额（衡量现有门店营收的指标）预计将在2025年出现下滑，这与几个月前发布的销售增长预期形成逆转。\n　　奇波雷首席执行官Scott Boatwright在财报电话会议上指出，“持续的宏观经济压力”导致低收入与富裕顾客之间的“差距进一步扩大”。\n　　博特赖特称，年收入低于10万美元的顾客占奇波雷销售额的约40%，由于“对经济和通胀的担忧”，他们外出就餐的频率正在降低。\n　　自上周发布财报以来，奇波雷的股价已暴跌逾20%，今年年初至今的累计跌幅已达50%。\n　　Sweetgreen\n　　美国快餐休闲连锁Sweetgreen近几个月表现不佳，截至9月的季度同店销售额较去年同期下降近10%。这一跌幅与截至2024年9月的全年约5%的增长形成鲜明反差。\n　　公司首席财务官兼会计主管Jamie McConnell在周四的财报电话会议上表示，公司正“目睹消费者消费能力下滑”，尤其是低收入群体和年轻顾客。\n　　“25至35岁的消费者面临的压力最大，他们约占我们客户群的30%，”麦康奈尔补充道。他透露，最近一个季度，该年龄段顾客的销售额下降了约15%。\n　　麦康奈尔表示，东北部地区和洛杉矶——这两个Sweetgreen的核心市场贡献了超过一半的营收——销售额已出现明显下滑。\n　　Wingstop\n　　美国鸡翅连锁品牌Wingstop本周指出，在以低收入群体为主的地区，销售额出现了下滑。公司首席执行官Michael Skipworth向分析师表示，这一疲软表现已蔓延至“更多地区，部分区域的中等收入消费者也受到影响”。\n　　截至9月的三个月内，该公司美国本土同店销售额较去年同期下降逾5%。\n　　“我们认为这只是暂时现象，”斯基普沃思补充道，但他也承认：“没有人能预测这一情况会持续多久。”\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：陈钰嘉","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":"economic","news_rank":0,"symbols":[],"gpt_button":1,"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; 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