Darden Restaurants Inc. DRI shares are trading slightly lower on Wednesday.The company will release its fourth-quarter financial results before the market opens on Friday, June 20.Here are the analysts’ takes on the stock before the earnings release:Truist Securities analyst Jake Bartlett reiterated the Buy rating on the stock, raising the price forecast from $230 to $252.Oppenheimer analyst Brian Bittner reiterated the Outperform rating on the stock, rating the price forecast from $230 to $250.Truist Secur ...

对此，在财报会议上，霸王茶姬首席财务官黄鸿飞解释称，主要是受到季节性因素影响，春节假期后通 常客流量较低，其次，其战略性地扩张了门店网络，一季度还有很多新店刚开业不久。 5月30日晚，霸王茶姬（NASDAQ: CHA）发布了上市之后的第一份季度财报。财报显示，今年第一季 度，霸王茶姬实现营收33.9亿元，同比增长35.4%；实现净利润为6.77亿元，同比增长13.8%。 霸王茶姬的门店网络还在继续扩张，截至3月底，霸王茶姬在全球拥有门店6681家，其中中国市场门店 6512家，海外门店169家。但是，其门店扩张速度明显放缓。今年第一季度，霸王茶姬净增长门店241 家，而2024年其平均一个季度净增长门店约732家。 门店的增长拉动霸王茶姬整体GMV（总销售额）的继续增长，今年第一季度，霸王茶姬的GMV为82.27 亿元，同比增长了38.0%，不过，其单店平均GMV为43.20万元，环比下跌了5.27%，同比下跌了 21.38%。 而在利润率表现上，今年第一季度，霸王茶姬花在门店运营成本和销售和营销上的钱都明显增加，这也 使得其利润率有所下滑。今年第一季度，霸王茶姬净利润率同比下跌了3.7个百分点至20.0%， ...

在霸王茶姬看来，全球化布局有助于公司降低对单一市场的依赖，同时创造新的增长机遇、有效应对市场不确定性。 虽然目前处于爬坡阶段的海外业务仍处于亏损状态，但在部分市场显示出消费能力和盈利潜力。其中，今年一季度新 加坡足月门店单店GMV达到人民币180万元。 霸王茶姬全球CFO黄鸿飞表示，"现阶段，我们专注于在海外组建团队和构建体系。这有助于为健康、长期、可持续的 发展奠定坚实基础。在开设海外新店方面，我们更关注质量与关键绩效指标，而非单纯追求扩张速度。" 5月30日晚间，霸王茶姬公布其上市后的首份季度财报。截至今年3月31日的2025年第一季度，全球门店数达到6681 家，季度总GMV达82.3亿元，同比增长38%。本季度实现总净收入33.9亿元，同比增长35.4%；实现净利润6.77亿，同 比增长13.8%；小程序注册会员用户数突破1.9亿，季度活跃用户数达4490万。 财报发布后，霸王茶姬管理层举行分析师电话会。会上管理层在介绍出海进展时披露，4月11日，霸王茶姬在印尼雅 加达开设了首家门店，正式进军印尼市场。这家店前三天的累计销量突破1万杯，首周获得5000多位注册用户，4月份 日均销量超2000杯。5月1 ...

Core Viewpoint - Miniso's 1Q25 revenue increased by 18.9% YoY to RMB4,427 million, but adjusted net profit (NP) declined by 4.8% YoY to RMB587 million, missing market expectations significantly. This decline is attributed to higher operating expenses related to new self-operated stores in the US, impacting the margin structure. Management remains optimistic about the full-year outlook, particularly for 4Q25, but investor concerns regarding earnings may take time to alleviate. The company is expected to present buying opportunities following the post-1Q25 earnings softness [1][2][5]. Revenue and Profit Performance - 1Q25 revenue growth of 18.9% YoY was in line with expectations, but adjusted NP fell by 4.8% YoY to RMB587 million, marking the lowest level since 3Q23. This decline contrasts sharply with the 20% YoY growth in NP recorded in 4Q24. The significant drop in adjusted NP is primarily due to a 47% YoY increase in selling and distribution expenses, which reached RMB1,021 million [2][3]. Operating Expenses and Store Strategy - The increase in operating expenses is mainly due to frontloaded costs associated with new self-operated stores in the US, which have higher operating expenses compared to franchised stores. Although the impact of these self-operated stores may diminish over time, it requires proof of effectiveness [3][4]. Management Outlook and Same-Store Sales Growth - Management anticipates that the new US stores will begin contributing to operating profits during the peak season in 4Q25. There has been sequential improvement in same-store sales growth (SSSG) in overseas markets, particularly in the US and Mexico, attributed to a refined strategy focusing on SSSG [4][5]. Future Expectations and Strategy Adjustments - Despite the 1Q25 miss, management's full-year target for 2025 remains unchanged, emphasizing a commitment to improving SSSG rather than aggressive store expansion. After a weak SSSG performance in 2024, there has been a quarter-over-quarter improvement in China, with expectations for further SSSG enhancement in 2Q25 [5][6]. Store Opening Plans - While the company still aims for a net store opening of 200-300 in 2025, management has indicated that this target is negotiable. The strategy of opening larger stores, particularly the IP-focused Miniso Land, is expected to support long-term SSSG growth [6]. Valuation and Earnings Forecast - The earnings forecast remains unchanged, with expectations that Miniso's earnings will align with original forecasts if self-operated stores overseas ramp up sufficiently in the second half of 2025. The target price is set at US$26.5 and HK$51.60, reflecting a P/E ratio of 20x/15x for 2025E/26E [7].

一季度EBITDA 22.9亿美元，预估18.4亿美元。 塔吉特预计全财年经调整后每股收益7-9美元，此前预计8.8美元-9.8美元，市场预估8.43美元。 塔吉特美股盘前涨近2%。 一季度同店销售下降3.8%，预估下降1.94%。 塔吉特一季度净销售额238.5亿美元。 一季度经调整后每股收益1.3美元，预估1.66美元。 ...

劳氏第一季度同店销售下降1.7％，市场预估下降2.04％。 第一季度销售净额209.3亿美元，同比增加2%，市场预估209.3亿美元。 第一季度营业利益率11.9％，上年同期12.4％。 仍然预测全年每股收益大约12.15美元至12.40美元。 劳氏美股盘前涨超3%。 预测全年同店销售增长1％，此前预计0％至增长1％，市场预估增长0.56％。 仍然预测全年资本支出大约25亿美元，市场预估25亿美元。 ...

Yum Brands (YUM) reported $1.79 billion in revenue for the quarter ended March 2025, representing a year-over-year increase of 11.8%. EPS of $1.30 for the same period compares to $1.15 a year ago.The reported revenue represents a surprise of -2.76% over the Zacks Consensus Estimate of $1.84 billion. With the consensus EPS estimate being $1.29, the EPS surprise was +0.78%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street ex ...

智通财经APP获悉，近日，瑞幸咖啡(LKNCY.US)召开FY25Q1的财报电话会。第一季度公司总净营收同 比增长41%至约89亿元。营业利润反弹至近7.4亿元，营业利润率提升至8.3%。瑞幸提到，第一季度的 增长主要由销量驱动，同店销售增长(SSSG)的提升来自内外部因素。第一季度的同店销售增长达到 8%，反映了公司坚实的基本面和一些有利因素。预计接下来几个季度，随着情况正常化，同店销售增 长将趋于温和。 Q&A问答 Q：同店销售增长(SSSG)提升的驱动因素有哪些，能否从价格和销量方面拆分?今年接下来几个季度的 同店销售增长趋势如何? A：第一季度的增长主要由销量驱动，同店销售增长的提升来自内外部因素。 (1)外部因素方面，中国咖啡市场持续发展，消费者需求大，增长潜力可观;过去一年新开的很多门店已 进入成熟期，门店网络的扩张使公司能更好地利用市场顺风;今年相对温暖的冬天也支撑了高于预期的 杯量销售，推动了业绩。 (2)内部因素方面，同店销售增长转正进一步验证了公司的战略决策，所开的门店质量高、选址精心， 随着时间推移展现出强大的韧性和满足客户需求的能力。公司利用品牌投入、多元化的产品供应以及供 应链优势， ...

理想汽车毛利率重回 20% 之上。 今年三季度，理想（Li.O）交付 15.28 万辆新车，取得大约 413 亿元汽车销售收入和 86 亿元毛 利，对应大约 20.9% 的汽车毛利率，也是这一指标时隔两个季度重回行业一流行列。毛利率回升 的同时，理想季度平均车辆售价则进一步滑落至 27 万元，除了促销因素，还可能因为起售价 24.98 万元的 L6 占比进一步提升。 吉利称从未与欧委会单独谈判。 对于欧委会文件所示的情况，吉利控股发布声明，称吉利集团（包括但不限于旗下沃尔沃、smart 等品牌）始终在中国机电产品进出口商会指导下推进谈判工作，吉利提交方案均送机电商会备案， 从未私自与欧委会单独进行沟通谈判。 瑞幸三季度收入、净利润创新高。 瑞幸咖啡（LKNCY.F）今年三季度净收入 101.81 亿元，同比涨 41.4%，净利润 13.03 亿元，同比涨 31.8%，但同店销售额下降 13%。CEO 郭谨一说中国咖啡市场空间仍在加速扩容，瑞幸会加密高线 城市并保持下沉市场的拓展力度。10 月 29 日，媒体援引知情人士称瑞幸正筹备在美开店。 星巴克财年同店销售下降。 和瑞幸同天发财报的星巴克（SBUX.O）， ...