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必胜客中国餐厅突破4000家,三十五载深耕续写行业传奇
3 6 Ke· 2025-11-22 13:41
2025年11月22日,在海南,素有"椰梦长廊"美誉的三亚湾,必胜客为其中国第4000家门店隆重举行里程 碑庆典。这家承载着特殊意义的门店落成,恰逢必胜客入华的第35周年,进一步夯实了必胜客"披萨专 家"的市场地位。 庆典现场,百胜中国首席执行官屈翠容女士(Joey Wat),必胜客品牌总经理蒯俊先生(Jeff Kuai) 及 百胜中国管理团队,与到场嘉宾共同见证了必胜客的这一关键时刻。 百胜中国管理团队共庆必胜客餐厅突破4000家里程碑时刻 屈翠容女士表示:"必胜客将以更坚定的信念扩张版图,以更前沿的科技赋能体验,以更独特的品牌魅 力凝聚人心,以更高效的运营体系铸就辉煌。" 百胜中国首席执行官屈翠容女士发言 重视消费体验与智慧门店升级 椰梦长廊是"三亚湾"的别称,是环三亚湾修建的一条著名的海滨风景大道。必胜客中国第4000家门店 以"白沙漫浪・海滨栖所"为主题,提取了三亚海边"白沙质感、海浪韵律、沙滩漫步松弛感"三大元素, 将唯美、悠闲的氛围推至极致。 必胜客中国第4000家餐厅海南三亚湾壹号餐厅外部全景照 庆典活动上,必胜客品牌总经理蒯俊先生(Jeff Kuai)表示:"35年来,必胜客凭借出色的团队,以 ...
门店突破4000家,必胜客中国要“五年再造一个必胜客”
Zheng Quan Shi Bao Wang· 2025-11-22 12:39
2025年11月22日,百胜中国旗下必胜客在海南三亚举行中国第4000家门店的开业庆典。这一里程碑意味 着必胜客在中国的布局进入新阶段:从1990年在北京开设首家必胜客餐厅,到覆盖各级市场的全国网 络,品牌的扩张速度、运营科技和年轻化策略正成为增长的核心驱动。 根据百胜中国2025年第三季度财报,截至9月30日,必胜客在中国已突破4000家门店。更值得一提的 是,从第3000家到第4000家,必胜客仅用时两年多完成,而此前达到3000家用了33年。这种加快的节 奏,凸显了公司在门店模型、供应链与市场策略上的成熟度。同时,第三季度必胜客同店交易量同比增 加17%,已连续第十一个季度实现增长。 百胜中国首席执行官屈翠容(Joey Wat) 在庆典现场表示:"百胜中国成熟的RGM战略,即业务韧性、 业务成长、战略护城河,是必胜客发展的核心指引。面对市场风云变幻,我们凭借强大的业务韧性,迅 速调整策略、优化供应链,确保运营稳定;业务成长上,前端多品牌组合、多元门店模块与产品线,覆 盖广泛消费场景;后端跨门店、区域资源共享整合,提升效率,构建协同效应。" 下沉市场与差异化布局 必胜客中国的扩张不只发生在北上广深等一线城 ...
Valeo SE (VLEEY) Analyst/Investor Day Transcript
Seeking Alpha· 2025-11-21 20:33
PresentationChristophe Perillat-PiratoineCEO & Director Good morning, and welcome to Valeo's Capital Markets Day. Thank you for being here with us today, either in person or remotely. Today, we're going to share with you Valeo's trajectory till 2028. We're calling this next step of our evolution, Elevate 2028 and will be powered by 3 engines. I will come back to it in a minute. It's a journey that we have already begun. The first engine is about steadily increasing our profit. We have been delivering increa ...
Yum China Holdings, Inc. (YUMC) Analyst/Investor Day Transcript
Seeking Alpha· 2025-11-21 20:33
Core Points - Yum China hosted its 2025 Investor Day to present its latest strategies and engage with investors [1][2] - The event included a management presentation and a store visit, with simultaneous interpretation available for attendees [2] - Forward-looking statements were made during the presentation, with cautionary notes regarding risk factors included in SEC filings [3] Company Strategy - The management team outlined strategic initiatives aimed at growth and expansion [2] - The agenda included a focus on operational improvements and customer engagement strategies [2] Investor Engagement - The event was designed to enhance communication with investors and provide insights into the company's future direction [1][2] - Management presentations will be made available on the Investor Relations website for further review [3]
恒生香港交易所沪深港通中国企业指数最新调整公布 中国宏桥、百胜中国等4只获纳入
Zhi Tong Cai Jing· 2025-11-21 11:53
Group 1 - The Hang Seng Index Company and Hong Kong Exchanges and Clearing Limited announced the quarterly index review results for the Hang Seng Stock Connect China Enterprises Index as of September 30, 2025 [1] - The number of constituent stocks remains at 80, with four new additions: China Hongqiao Group (01378), Innovent Biologics (01801), Yum China (09987), and North Huachuang (002371) [1] - Four stocks were removed from the index: New Energy (02688), Huaneng Lancang River Hydropower (600025), and Inner Mongolia Yili Industrial Group (600887) [1] Group 2 - The changes will take effect on December 8, 2025 [1]
信达生物(01801)、紫金矿业(02899)将被纳入恒指ESG增强指数成份股
智通财经网· 2025-11-21 11:53
Group 1 - The Hang Seng Index Company announced the quarterly index review results for the Hang Seng ESG Enhanced Index, Hang Seng ESG Enhanced Select Index, and Hang Seng China Enterprises ESG Enhanced Index, effective from December 8, 2025 [1] - The number of constituents in the Hang Seng ESG Enhanced Index will increase from 76 to 77, with the inclusion of Innovent Biologics (01801) and Zijin Mining Group (02899), while Cheung Kong (00001) will be removed [1][3] - The Hang Seng ESG Enhanced Select Index will also see the addition of Innovent Biologics (01801) and Zijin Mining Group (02899), increasing its constituents from 74 to 75, with Cheung Kong (00001) being removed [1][3] Group 2 - The Hang Seng China Enterprises ESG Enhanced Index will include China National Offshore Oil Corporation (00883), Innovent Biologics (01801), and Yum China Holdings (09987), maintaining a total of 45 constituents [1][5] - The inclusion of these companies reflects a focus on enhancing the ESG profile of the indices [1]
恒生香港交易所沪深港通中国企业指数最新调整公布 中国宏桥(01378)、百胜中国(09987)等4只获纳入
智通财经网· 2025-11-21 11:49
Group 1 - The Hang Seng Index Company and Hong Kong Exchanges and Clearing Limited announced the quarterly index review results for the Hang Seng Stock Connect China Enterprises Index as of September 30, 2025 [1] - The number of constituent stocks remains at 80, with four new additions: China Hongqiao Group (01378), Innovent Biologics (01801), Yum China Holdings (09987), and North Huachuang (002371.SZ) [1][2] - Four stocks were removed from the index: New Energy (02688), Huaneng Lancang River Hydropower (600025.SH), and Inner Mongolia Yili Industrial Group (600887.SH) [1][3] Group 2 - The changes will take effect on December 8, 2025 [1]
拆解百胜中国的三万店野心:路径、效率与回报
Hua Er Jie Jian Wen· 2025-11-21 10:57
连锁餐饮的规模化竞赛正在持续。 在近期举办的投资者日上,百胜中国首次喊出了2030年开出3万店的规模目标,标志着这家中国规模最 大的连锁餐饮集团正式进入前所未有的加速扩张周期。 百胜中国为3万店的目标给出了明确的任务分配。 到2026年完成此前既有的2万家目标,到2028年门店总数增加至超过2.5万家,其中肯德基增长三分之一 至超过1.7万家,必胜客突破6千家。 首席执行官屈翠容表示:"从1987年到2020年,我们用了33年时间开设第一家门店,接下来力争在2026 年实现门店数量翻倍,并在之后四年内突破3万家。" 同一时间,百胜中国还给出了更高的利润及股东回报承诺。 肯德基目标在2028年成为中国首家经营利润超100亿人民币的餐饮连锁品牌。必胜客2029年的经营利润 将较2024年翻一倍。 过去一段时间的价格竞争背景下,百胜中国成功实现了系统销售、同店及经营利润的共同扩张。 当门店规模再上新台阶,它能否继续维持这种精妙的平衡,将成为对其运营能力的真正考验,市场将拭 目以待。 增量从何来 结构上,大部分增量将由肯德基贡献,小部分来自必胜客,未来三年的合计开店量预估在6千家以上; Lavazza及其他品牌也在同 ...
百胜中国(09987.HK)11月20日耗资5823.49万港元回购15.41万股

Ge Long Hui· 2025-11-21 10:00
格隆汇11月21日丨百胜中国(09987.HK)发布公告,2025年11月20日耗资5823.49万港元回购15.41万股, 回购价格每股375.8-380.4港元。 同日,公司于纽交所耗资1520万美元回购31.58万股,每股回购价47.61-48.63美元。 相关事件 百胜中国(09987.HK)11月20日耗资5823.49万港元回购15.41万股 百胜中国(09987.HK)11月19日耗资 5619.67万港元回购15.15万股 ...
百胜中国11月20日合共回购约46.99万股股份
Zhi Tong Cai Jing· 2025-11-21 09:36
百胜中国(09987)公布,2025年11月20日于纽约证券交易所耗资约1520万美元回购约31.58万股股份,于 港交所耗资约5823.49万港元回购约15.41万股股份。 ...