财报热点丨澳洲KFC经营公司业绩符合预期,股价暴增



Collins Foods Ltd.(CKF)是澳洲的一家上市餐饮业公司,他以旗下的著名连锁店KFC以及Taco Bell而闻名。根据其公布的FY20经营业绩,Collins Foods的营收增长了8.9%,至9.817亿澳元,但是因为疫情影响以及对品牌发展的投资,净利润下降了20.1%,至3130万澳元。

虽然公司声明此业绩“基本符合预期”,但市场还是对此做出了充分的反应。相较于29号的收盘价8.44澳元,该公司在20日上午股价一度上涨14.2%,至9.55澳元。



Collins Food疫情期间表现

根据FY20披露的经营业绩,KFC澳洲的营收占总营收的81%,欧洲区的KFC占14%,Sizzler和TACO BELL各占4%和2%。澳大利亚区的KFC在疫情期间表现良好,同店销售较去年同期有所增加,而欧洲区的KFC业务受疫情影响较大,同店销售出现小幅减少。旗下的 Sizzler对集团的收入产生了负面影响,由于COVID-19 大流行期间餐厅关闭,Sizzler的收入较上年同期下降了17.9%。但由于KFC业务占公司业务收入的绝大部分,因此公司整体营收还是有所增加。公司宣布将派发0.105澳元的末期股息,与去年派发的末期股息保持一致。



KFC澳大利亚

尽管政府此前发布禁令禁止堂食,但旗下的肯德基澳大利亚分店仍然实现了全财年3.5%的同店销售增长,其中下半年的同店销售增长为2.3%。财报数据显示,2020财年用于肯德基澳大利亚行业布局的资本支出约2,050万澳元,过去一年开设了9家新餐厅并且在2020财年开始全面推广电子菜单。尽管COVID-19使得KFC澳洲的发展计划有所延误,但在2021财年还是会继续建造9至12家新餐厅。



TACO BELL 澳大利亚

TACO BELL 在疫情期间受到了一定的冲击,但随着禁令的逐步放宽,业务也逐渐恢复正常。在过去一个财年中,TACO BELL在昆州和维多利亚州开了8家餐厅新的连锁店,目前澳大利亚的总餐厅数达到12家,这也是根据疫情调整后的发展速度。当前的目标是在2021年财年结束之前再建立4-6家餐厅。



欧洲

欧洲业务受禁令的影响相对较大,其中肯德基的同店销售下降了 5.8%。尽管荷兰和德国政府在疫情期间加大了对商户和雇员的补贴扶持,但是KFC的销量还是受到了严重的打击,尤其是在荷兰。


未来展望

O'Malley 先生在评论 Collins Foods 在21财年的增长优先事项时说:“虽然澳大利亚和欧洲的禁令已逐渐放宽,但我们做好了迎接疫情二次爆发的准备。对于KFC澳洲,将继续加速发展数字化业务,以及自动化和简化操作系统。同时也预计在2021财年新增9-12家餐厅。

在澳洲的TACOBELL将继续通过市场推广方法的创新及市场版图的扩张来拓宽品牌知名度。O'Malley预计将在2021开设4至6家新餐厅。

在欧洲,他们的重点是迅速应对禁令放宽带来的突增的销量。对于德国KFC来说,他们将不断创新增加菜单种类,以增强其竞争力。同时,KFC重新投放疫情前的广告宣传,从而吸引更多的顾客。

此外O'Malley还表示在澳大利亚和欧洲地区都将关注收购机会,增加公司运营的餐厅品牌,以实现多样化发展目标。



总结

总的来说,CollinsFoods在疫情期间的表现可圈可点,虽然在欧洲出现了小幅度亏损,但由于占公司业务81%的澳洲KFC始终保持增长态势,因此并不影响公司的总体盈利增长,尤其是在澳洲及欧洲KFC都有陆续推出了自动化和简化操作系统以及更好的市场经营模式以后,未来发展预期较为乐观。



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