海底捞- 业绩发布会及业绩后 NDR 核心要点

March 25, 2026 04:46 PM GMT Haidilao International Holding Ltd | Asia Pacific Key Takeaways from Results Briefing and Post-results NDR Key Takeaways Management sees the operating environment gradually improving. While preparing for expansion should opportunities arise, the company stressed a rational and disciplined approach to avoid a repeat of past over expansion cycles (e.g., 2000- 01). On costs, management expects raw material prices to remain broadly stable and sees scope to lower staff cost ratio thro ...