大家樂(00341.HK):4月起銷售回穩 未見有加價空間
大家樂(00341.HK)首席執行官羅德承於記者會表示,4月開始香港消費和夜市轉穩定,集團快餐與休閒餐飲銷售亦見回穩,加上去年低基數,故有增幅,但目前仍受限50%入座率的規限。
他指出,機構餐飲目前仍受多項因素影響,包括學校停止面授或只提供半日課、醫院停止訪客進入飯堂、機構在家工作等,對銷售仍有很大影響,因公司作為機構飲食市場最大營運者,有服務承諾,故「蝕錢都要做」。
他又稱,近期食材成本都見增加,但整體顧客對價格敏感,故未能轉嫁,需要透過餐單組合消費。去年大家樂平均餐價跌0.5元至37.5元,未來無加價空間。
另外,就廣州近日爆發疫情,他指,對比去年2月情況較輕,加上內地政策雷厲風行,「關得快,開亦得快」,而且經歷去年由堂食轉外賣有經驗,所以相信影響較輕微。
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