百勝中國(09987.HK):外賣新規對公司影響不大 下半年必勝客開店速度加快
近日內地7部門聯合發文保障外賣員合法權益。百勝中國(09987.HK)首席執行官屈翠容認爲,政府維護外賣送餐員權益是好事,目前公司外送業務和平臺方主要合作體現在流量方面,而四成外賣訂單都是透過自家應用程式下單,公司對旗下騎手亦有正規保險等保障,並提供具競爭力薪金, 同時對外包騎手公司有高合規要求,會定期做抽查,因此相信新政策對公司影響不大。
百勝中國首席財務官楊家威在業績記者會上表示,肯德基約一成店鋪都位於交通樞紐地區,即使沒有出現區域性新冠疫爆發,這些地區店鋪的人流流動性仍持續低於2019年三成,因長途旅遊及出差等復甦需時,預期要回復疫情前人流仍需一段時間。
他提到,原材料價格在第一季見低位後開始反彈,可能在今年後期造成通脹壓力,而近期工資上漲將導致下半年的利潤率受壓,調整價格是抵消成本的一部份因素,但強調會維持價格增長低於通脹原則,從產品創新、提高自動化系統使用率等減少成本。
他指,公司將今年開店目標提高至1,300間,今年上半年必勝客開店數量達到2016年後最高一年,在小店模式發展推動下,下半年開店速度會加快,咖啡店開店預計亦會保持較高增速。
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