关税阴霾重创餐饮消费热度，巴菲特旗下冰雪皇后严阵以待

Core Viewpoint - Dairy Queen's CEO expresses confidence in the brand's ability to withstand economic pressures, including tariffs, despite a noted decrease in consumer dining frequency [1] Group 1: Sales Performance - In Q1 of this year, Dairy Queen reported growth in both sales and transaction numbers, which is considered impressive compared to competitors, although growth has slightly slowed by April [1] - The total sales for Dairy Queen are projected to increase from $6.1 billion in 2023 to $6.4 billion in 2024 [3] Group 2: Economic Challenges - Competitors like McDonald's, Chipotle, Domino's, and Starbucks have noted a decline in consumer spending on dining out, attributed to concerns over tariffs impacting income and living costs [2] - The CEO acknowledges that while Dairy Queen will not raise costs for franchisees, those opening new stores or renovating existing ones may face challenges in absorbing new tariff costs without passing them on to consumers [2] Group 3: Market Expansion - Dairy Queen is planning to expand into the Middle East, having established supply chains and opened stores in Bahrain, Kuwait, Oman, and Qatar, with a particular focus on Saudi Arabia as a promising emerging market [3] - The brand operates over 4,100 locations in the U.S. and more than 7,700 globally, with over 1,600 stores in China, where two-thirds of the 419 new stores opened last year were located [2]