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肯德基月度新开店数超过塔斯汀(个)
肯德基月度新开店数超过塔斯汀(个)
行业数据
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所属报告:
百胜中国-港股公司研究报告-ROE解析系列:快餐龙头穿越周期长期价值凸显-240803(34页).pdf
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图3-222020一2025年拉克塔利斯乳制品业务收入
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自研数据
2026-02-05
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表3-3拉克塔利斯全球核心乳制品产品矩阵
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自研数据
2026-02-05
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2014-2025Q3肯德基、必胜客、百胜中国整体闭店率
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行业数据
2026-02-02
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2014-2025Q3肯德基、必胜客门店总数及增速
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行业数据
2026-02-02
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2024Q1-2025Q3肯德基与必胜客客单价增速
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行业数据
2026-02-02
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对标日本麦当劳,肯德基在中国仍有较大空间
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行业数据
2026-01-06
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肯德基产品覆盖全时段
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行业数据
2026-01-06
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肯德基25年主要联名IP梳理(部分)
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行业数据
2026-01-06
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肯德基和必胜客覆盖城镇数仍有提升空间(个)
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行业数据
2026-01-06
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肯德基产品覆盖入门、核心、升级三档(23H1)
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行业数据
2026-01-06
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百胜中国、肯德基、必胜客同店收入以及对应客流、客单价表现
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行业数据
2025-12-30
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肯德基三合一门店(肯德基+肯悦咖啡+K-PRO)
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行业数据
2025-12-30
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百胜中国整体/肯德基/必胜客季度净增门店
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行业数据
2025-11-07
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百胜中国、肯德基、必胜客同店收入以及对应客流、客单价表现
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行业数据
2025-11-07
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塔斯汀2025年7-9月新增门店分布(可放大查看)
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行业数据
2025-10-31
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1H24 肯德基月度新开店数超过塔斯汀,竞争边际有望改善。塔斯汀品牌成立时间相对短,2023 年凭借“中式饼汉堡+高性价比”产品特色出圈,通过加盟模式快速扩张,根据极海数据,2023 年全年新开 3358 家门店,并开始从低线市场向高线市场渗透。市场担忧其对肯德基客流及中长期下沉开店空间影响,1H24 数据看竞争或趋缓。根据窄门餐眼数据,肯德基 2024 年以来加快小店铺设,新开店数与塔斯汀差距收窄,6 月月度新开店数超过塔斯汀,后者新开速度则有所放缓,预计边际竞争格局有望改善。
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百胜中国-港股公司研究报告-ROE解析系列:快餐龙头穿越周期长期价值凸显-240803(34页).pdf
肯德基、必胜客同店销售额经历由负转正
百胜中国股权结构图(截至2024年7月23日)
肯德基、必胜客门店均以直营模式为主
2023年肯德基、必胜客贡献公司营收75%、21%
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