百胜旗下肯悦咖啡门店超三千家，今年必胜汉堡将增至五六百家

南方都市报15:46

7月30日，在交出营收净利润双增的最新季度财报之际，百胜中国对外透露了几个目标：到今年年底，必胜汉堡门店数将增至500-600家，KPRO肯律轻食门店数增至800家，到2027年年底，肯悦咖啡门店数增至5000家。　　根据最新财报，今年第二季度，百胜中国实现收入31.38亿美元，同比上涨了13%；净利润为2.44亿美元，同比上涨了14%。　　百胜中国旗下主要的餐饮品牌有肯德基和必胜客，此外其还有...

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year","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"09987":0.9,"KPRO":0.65,"YUMC":0.9},"content_text":"7月30日，在交出营收净利润双增的最新季度财报之际，百胜中国对外透露了几个目标：到今年年底，必胜汉堡门店数将增至500-600家，KPRO肯律轻食门店数增至800家，到2027年年底，肯悦咖啡门店数增至5000家。　　根据最新财报，今年第二季度，百胜中国实现收入31.38亿美元，同比上涨了13%；净利润为2.44亿美元，同比上涨了14%。　　百胜中国旗下主要的餐饮品牌有肯德基和必胜客，此外其还有肯悦咖啡、必胜汉堡、KPRO肯律轻食、tacobell、小肥羊、黄记煌、LAVAZZA等品牌。　　今年第二季度，肯德基收入为23.38亿美元，同比上涨了12%；系统销售额上涨7%，同店销售额上涨1%；经营利润率提升了0.2%至14.2%；餐厅利润率上涨了0.2%至17.1%。同期，必胜客收入为6.13亿美元，同比上涨了11%；系统销售额上涨6%，同店销售额则逆转了上一季度的下降趋势，回升至上涨1%；经营利润率持平，为8.3%；餐厅利润率下降了0.4%至12.9%。　　两个主力品牌都在加速开店，2026年第二季度，肯德基净增加门店335家，必胜客净增加门店174家，对比去年同期，数量增长较快——2025年第二季度，两个品牌分别净增加门店数295家和95家。截至2026年6月底，肯德基门店数为13789家，必胜客门店数为4549家，其他品牌门店数为959家，百胜中国合计拥有门店总数为19297家。　　肯德基、必胜客的客单价还在继续下降，而交易量则获得增长。其中肯德基连续两个季度客单价下降，必胜客则是从2022年Q4以来客单价就持续下降。今年第二季度，肯德基的平均客单价下降了3%至36元，同店交易量上涨4%；必胜客的平均客单价下降了11%至68元，同店交易量上涨了13%。而在第一季度，肯德基的平均客单价下降了1%，必胜客的平均客单价下降了5%。 　　对此，在业绩会上，百胜中国CFO丁晓解释称，肯德基最新季度客单价下降主要是由于KCOFFEE和KPRO等新客群及新场景的小额订单增量所致。而必胜客客单价下降，主要是由于其更高的性价比以及包括单人食和汉堡在内的增量小额订单所推动的。这符合必胜客的大众市场战略，其客单价正朝着60至70元的目标区间移动。　　在调整客单价的基础上，必胜客在2024年12月推出更具性价比的WOW店型，根据品牌方此前提供的数据，截至2026年3月底，WOW店门店数增加至390家。　　此外，2025年12月底，必胜客还推出了必胜汉堡品牌，通过 “肩并肩”的开店方式打造“必胜汉堡模块”。在业绩会上，百胜中国CEO屈翠容透露，约6个月时间，必胜汉堡门店数已超200家。并且，由于必胜汉堡和必胜客共享后端物流、厨房空间和管理费用，新增必胜汉堡的增量资本支出极小，比去年初期的模式下降了近50%，同时为母店带来了可观的两位数销售额提升。必胜汉堡计划今年年底前扩展至500-600家。必胜客的汉堡品类今年目标销售额也将突破10亿元，约占必胜客整体销售额的5%至6%。　　除了必胜客外，百胜中国旗下的肯悦咖啡、KPRO肯律轻食等创新业务正在加快规模化。根据品牌方披露的信息，KPRO用时不到两年门店数超450家，预计今年销售额是去年同期的四倍，预计2027年销售额达到10亿元。百胜中国今年两次上调KPRO年底开店目标，最新目标定为800家，较年初规划翻番。而肯悦咖啡在咖啡之外引入茶饮、蛋挞及早餐搭配等食品选择。截至6月底，肯悦咖啡已超过3300家，2027年年底的开店目标为5000家。其预计，肯悦咖啡今年销售额将在去年的基础上翻倍，达到约20亿元。（文章来源：南方都市报）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":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, 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