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九毛九(09922):一季度太二同店日均销售额同比减少13.9%

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九毛九(09922)公布,截至2024年3月31日,餐厅数量总计为736家,太二、怂火锅、九毛九品牌餐厅数量分别为584家、66家及75家。

于2024年第一季度,太二、怂火锅及九毛九翻台率分别为3.9、3及3,顾客人均消费分别为73元、116元及57元,同店日均销售额分别同比减少13.9%、34.8%及4.1%。

于2024年第一季度,太二(中国内地门店)及怂火锅的顾客人均消费下降乃由于外部环境变化,品牌调整发展策略从而调整菜单结构及菜品价格所致。此外,推广活动增加;及位于低线城市的太二餐厅比例较高(这与集团抢占更大市场份额的扩张战略一致)亦导致太二在中国内地的顾客人均消费下降。

同期,太二(中国内地门店)及怂火锅的同店日均销售额下降乃主要由于2023年第一季度重新开关及经济活动恢复带来的基数效应所致。


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