奈雪的茶(02150.HK):三季度淨新增69間奈雪的茶茶飲店
格隆匯10月21日丨奈雪的茶(02150.HK)宣佈截至2022年9月30日止三個月的運營情況。在本季度內,集團錄得淨新增69間奈雪的茶茶飲店,關停17間奈雪的茶茶飲店。截至2022年9月30日,集團共經營973間奈雪的茶茶飲店。
本季度,國內多個城市出現疫情反覆,尤其是深圳等主要城市在2022年8月下旬至9月的疫情,對消費者出行和消費造成了一定影響。儘管如此,公司運營基本保持正常,未出現大規模暫停營業等情況。2022年8月,中國西南部分地區出現限電等情況,對當地門店運營造成了一定的影響,但受影響門店數目較小,影響有限。受到公司推出新品反響較好、炎熱天氣提振冷飲銷售及2021年8月起的低基數等因素影響,公司2022年8、9月同店銷售額恢復到接近2021年同期水準,同店訂單量同比錄得較好增長。
展店方面,截至公吿日,公司於2022年新開奈雪的茶茶飲店已超過200間,且每年第四季度為傳統開店高峯。鑑於此,我們認為開店進度仍基本處在正軌。公司始終將員工福祉放在極為重要的位置。我們將持續關注疫情變化,如擬開門店處在受到疫情嚴重影響的區域,開店準備、施工等工作將相應延遲,以確保員工的健康和安全。另外,2022年8月31日,公司位於深圳海岸城的"奈雪生活"門店正式開業,並引入了多個獨立品牌,為消費者提供一站式生活體驗。未來,公司希望與更多優秀獨立品牌合作,共同成長,也不排除會有可能的深入合作。
產品及營銷方面,本季度多個一升裝霸氣系列產品推出後受到了高度歡迎;此外,公司與某熱播電視劇聯名推出的新品霸氣東方石榴,在開售8分鐘後全國銷量即超一萬杯,取得了較好的宣傳和銷售成果。此外,公司零售業務持續增長,本季度推出的奈雪低糖檸檬茶等產品已經進入線下多個渠道。
數字化方面,公司自研的自動製茶設備已於本季度末如期完成推廣,部分調整中門店及個別受疫情影響地區的門店也將盡快上線設備,預計將幫助公司繼續鞏固人力優化成果。
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