海底捞 - 业绩回顾:优化运营,在消费市场复苏前景下培育新品牌;买入评级

26 August 2025 | 4:41PM HKT Haidilao International Holding (6862.HK): Earnings Review: Enhance operation and cultivate new brands in fluid market backdrop; Neutral Xinyu Ruan +852-2978-7347 | xinyu.ruan@gs.com Goldman Sachs (Asia) L.L.C. Haidilao hosted an online results briefing on Aug 26 post 1H25 results. Key highlights include: 1) In the face of competition and changing consumer demand in the catering industry, management has been making efforts in providing differentiated service, enhancing product off ...