大家樂(00341.HK):消費券帶動人流上升 對前景審慎樂觀
大家樂集團(00341.HK)首席執行官羅德承於股東會後表示,消費券帶動人流上升,8月銷售凌厲,見很大進步,但屬傳統旺季的7月則表現疲弱。公司已因應計劃與不同平台合作,派發優惠券,以及推出「感謝祭」提供優惠,未來會再因應情況調整下一輪策略。
他指,對今年保持審慎樂觀,以今財年首四個月計,生意見雙位數升幅,人均消費上升1元,加上疫情好轉,航運業回復正常,令供應鏈改善,食材成本有舒緩。至於人工成本則一直上升,公司正積極透過自動化解決,如增設送餐機器人等。
租金方面,他表示今年回落幅度不大,但開店機會增加,如遇合適機會會把握,同時亦會關閉低效分店,因此今財年至今無變動,但下半年希望可以達至今財年開店目標。
就學童飯盒方面,他指目前仍然停擺,業務仍在「燒錢」,集團可以透過其他業務抵銷,但個別個體戶則難以生存,希望政府可以提供支援;隨著機構回復辦公室工作,早午市亦見回復,優閒餐飲亦有受惠,集團旗下餐廳仍以B類為主。(ic/u) ~
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