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奈雪的茶(02150.HK):一季度淨新增37間奈雪的茶茶飲店
格隆匯 04-14 18:07

格隆匯4月14日丨奈雪的茶(02150.HK)發佈公吿,2022年第一季度,在本季度內,集團錄得淨新增37間奈雪的茶茶飲店,關停3間奈雪的茶茶飲店,並將3間奈雪的茶標準茶飲店轉為奈雪PRO茶飲店。截至2022年3月31日,集團共經營854間奈雪的茶茶飲店。

本季度,受疫情影響,集團單日約有5-15%的奈雪的茶茶飲店暫時無法營業,另有單日至多約25%的奈雪的茶茶飲店僅能提供自提╱外賣服務,運營受影響程度較之2020年3月更為顯著,但尚好於2020年2月水平。此外, 2022年3月財新中國通用服務業採購經理指數(PMI)降至42.0,為2020年3月以來最低,行業整體均在經受顯著挑戰。集團正在積極推進既定的降本措施,增強經營韌性,降低疫情反覆及經濟環境變化對集團的影響。集團自動排班系統於2022年3月開始部署到門店,預計上半年完成推廣,目前已經開始幫助集團發現門店人力成本優化點,提升門店人力使用效率。自動製茶機也將按計劃於三季度內正式落地,預計可顯著降低門店培訓壓力。

此外,集團於本季度的產品研發和推廣等未受影響,供應鏈也保持持續穩定供應。集團於本季度推出了“霸氣脆芒芭樂”等深受消費者喜愛的新品,並推出了單價低於20元的“輕鬆”系列飲品,拓寬價格帶從而吸引更多消費者。瓶裝茶產品也開始於線下渠道售賣。

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