大家樂(00341.HK):料下半年平均加價約1元 將加快開店速度
大家樂(00341.HK)首席執行官羅德承表示,上半年銷售對比去年有所回升,但比2018及2019年高峰仍差10%至20%,毛利率受壓,供應鏈、人力緊張、人工面對升幅壓力,難免需要加價,料下半年平均加價約1元。上半年人均消費為39.1元,對比去年同期上升約1元。
他指,下半年將加速開店,本港已決定會增加8間店,中國華南地區未來數月會加27間,但基於目前外賣佔比約40%,預期未來比重會更大,新店面積及座位數目將減少,因此會開拓實體店以外銷售渠道,抵銷人力租金成本壓力。
他表示,租金方面,本港租金水平料不會太大回落,民生店區域租金相對平穩。
他又指,員工已有超過80%接種兩針疫苗,有條件轉C類,會考慮部份休閒餐飲在近期轉C類餐廳,以應對假日需求。(ic/k) ~
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