麦当劳三季度净利润同比降3% 中国同店销售额下降 英法市场表现疲软
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发表于 2024-10-30 18:26:39
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第三季度,麦当劳全球同店销售额同比下降1.5%,不过美国的同店销售额上涨了0.3%。麦当劳在财报中表示,国际市场中多个地区同店销售额下降,法国和英国市场表现不佳;另一方面也受到中东冲突的持续影响和中国同店销售额下降的影响。
至于美国市场同店销售额的上涨,麦当劳表示,平均账单金额增长了,但客流量略有下降抵消了这一增长。好在以核心菜单为特色的营销活动、餐厅层面的良好执行以及持续的数字化和配送业务的增长,推动同店销售额略有上升。
麦当劳预计,2024年的资本支出将在25至27亿美元之间,其中一半以上将用于新餐厅的扩张。在全球范围内,公司预计2024年将新开设超过2100家餐厅。公司预计2024年餐厅净增加量将超过1600家。
门店规模方面,财报显示,截至2024年9月30日, 麦当劳在100多个国家拥有超过42819家分店,较去年同期增加1621家门店;麦当劳中国的门店为6543家,较去年同期增加961家。在中国门店数量增加的同时,麦当劳也在更多向中国的低线城市下沉。
“金拱门”时代之前,麦当劳更多聚焦于一二线城市的市场开发。而现在,大概50%的麦当劳餐厅分布在三四五线城市。到2028年麦当劳要开出的1万家餐厅中,低线城市同样占据一半的体量。
在美国市场,麦当劳也在探索低价套餐的效果。麦当劳管理层在财报发布后的电话会议上表示,公司在美国推出的5美元套餐获得了较低收入消费者的青睐,并带动了客流量。
麦当劳管理层还在此次电话会议上回应了近期的食品安全事件。当地时间10月22日,美国疾病控制与预防中心发布食品安全警报,称大肠杆菌疫情与麦当劳的某款汉堡有关。
10月23日,麦当劳中国回复第一财经称,麦当劳中国没有售卖新闻中提到的产品,也不使用相关食材。麦当劳严格遵守法律法规要求和质量管理标准。
对于此次食品安全质量事故,麦当劳管理层在此次电话会议上表示,该事件发生后,日销售额和客流量确实有所下降。不过,公司预计此次事故不会对业务产生重大影响。
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Disclaimer: The views expressed in this article are those of the author only, this article does not represent the position of CandyLake.com, and does not constitute advice, please treat with caution.
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