改版汉堡王皇堡风头正劲，麦当劳被狠狠“碾压”_老虎社区_美港股上老虎

改版汉堡王皇堡风头正劲，麦当劳被狠狠“碾压”

环球市场播报04-07

汉堡王销售额似乎节节攀升，而麦当劳（MCD）的收银流水却略显惨淡。　　“我们认为，战争与油价上涨是麦当劳销售额放缓的部分原因，这导致美国整体同店销售额增速从 3 月初的 3%，降至近三周的同比持平。” 独立研究机构 Evercore ISI 的餐饮行业分析师戴维・帕尔默在最新报告中写道。“尽管如此，在 CEO 吃汉堡的视频走红、随后皇堡与巨无霸 arch 汉堡展开口味对比后，麦当劳的表现确实逊于...

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的餐饮行业分析师戴维・帕尔默在最新报告中写道。“尽管如此，在 CEO 吃汉堡的视频走红、随后皇堡与巨无霸 arch 汉堡展开口味对比后，麦当劳的表现确实逊于...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2026-04-07/doc-inhtqsxv7739142.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":"MCD","symbol_name":"麦当劳","start_time":0,"source_url":"https://finance.sina.com.cn/stock/usstock/c/2026-04-07/doc-inhtqsxv7739142.shtml","article_id":"2625670268","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2625670268","pubTimestamp":1775492040,"columns":[],"sourceInfo":{"source_id":"sina","name":"sina"},"weMediaInfo":null,"summary":"汉堡王销售额似乎节节攀升，而麦当劳的收银流水却略显惨淡。　　“我们认为，战争与油价上涨是麦当劳销售额放缓的部分原因，这导致美国整体同店销售额增速从 3 月初的 3%，降至近三周的同比持平。”“尽管如此，在 CEO 吃汉堡的视频走红、随后皇堡与巨无霸 arch 汉堡展开口味对比后，麦当劳的表现确实逊于汉堡王等同行。”　　柯蒂斯的走红视频也让改版皇堡受到广泛关注，这款产品长期以来都是汉堡王对标麦当劳巨无霸的核心单品。","collect":0,"end_time":0,"defaultTopTitle":"sina.com.cn","property":[],"viewcount":null,"language":"zh","relate_stocks":{"MCD":"麦当劳","LU1732799900.SGD":"JPMorgan Investment Funds - Global Income A (irc) SGD-H","LU1069347547.HKD":"AB SICAV I - GLOBAL VALUE PORTFOLIO \"AD\" (HKD) INC","BK4209":"餐馆","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","BK4588":"碎股","BK4550":"红杉资本持仓","LU1585245621.USD":"EASTSPRING INV GLOBAL LOW VOLATILITY EQUITY FUND \"A\" (USD) ACC B","LU0912757837.SGD":"JPMorgan Investment Funds - Global Income A (mth) SGD-H","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU1718418525.SGD":"JPMorgan Investment Funds - Global Select Equity A (acc) SGD","LU0942090050.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD)  INC","LU2279689827.SGD":"JPMorgan Investment Funds - Global Income Sustainable A (mth) SGD-H","BK4581":"高盛持仓","LU0726765562.USD":"JPM GLOBAL 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的餐饮行业分析师戴维・帕尔默在最新报告中写道。“尽管如此，在 CEO 吃汉堡的视频走红、随后皇堡与巨无霸 arch 汉堡展开口味对比后，麦当劳的表现确实逊于汉堡王等同行。”\n　　帕尔默补充道：“在美国市场业绩放缓期间，早餐业务尤为疲软 —— 消费者可支配收入承压时，早餐往往更偏向非必需消费。”\n　　3 月初，社交媒体上爆发了新一轮快餐汉堡大战。麦当劳 CEO 克里斯・肯普津斯基率先出镜，在一段宣传视频中品尝公司新款巨无霸 arch 汉堡，视频随即爆红。\n　　视频里他吃汉堡时举止犹豫，咬得又小又轻，还反复把汉堡称作 “产品”，遭到网友广泛嘲讽。\n　　抓住这次舆论反弹的机会，美国及加拿大汉堡王总裁汤姆・柯蒂斯三天后发布了一条 TikTok 视频。视频中他大口畅快地吃下皇堡，还开玩笑说唯一少的就是 “一张餐巾纸”。\n　　柯蒂斯的走红视频也让改版皇堡受到广泛关注，这款产品长期以来都是汉堡王对标麦当劳巨无霸的核心单品。\n　　近十年来，汉堡王首次对皇堡进行了多处细微但关键的升级：\n　　新款皇堡采用更优质、口感更佳的面包，以及配方改良、更绵密的蛋黄酱；生菜、番茄、洋葱、酸黄瓜等配料处理得更新鲜，堆叠也更整齐。\n　　另一项重大变化是包装：汉堡不再用纸包裹，而是改用盒装，避免被挤压变形，保持卖相完整。\n　　过去一个月，麦当劳股价下跌 6%，而汉堡王母公司餐饮品牌国际（QSR）股价上涨 6%，差距明显。\n　　汉堡王相对于麦当劳的增长势头即将迎来考验。\n　　麦当劳即将推出备受期待的全新超值菜单和新款饮品系列，包括绵密香草冷萃咖啡。超值套餐将于 4 月 21 日上线，多款产品定价低于 3 美元。\n　　“美国加盟商一致通过了 4 月 21 日推出的麦当劳超值菜单，限时全国统一售价：双层吉士汉堡 2.5 美元、香肠麦满分 1.5 美元。” 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