Here's Why McDonald's, Wendy's and Starbucks Stand Out in Fast Food -- Barrons.com
Here's Why McDonald's, Wendy's and Starbucks Stand Out in Fast Food -- Barrons.com
DJ Here's Why McDonald's, Wendy's and Starbucks Stand Out in Fast Food -- Barrons.com
以下是麥當勞、温迪和星巴克在快餐業脱穎而出的原因--Barrons.com
By Teresa Rivas
特蕾莎·裏瓦斯(Teresa Rivas)著
September has been a rocky month for the stock market, and it has also been choppy for fast-food restaurants, notes Stifel. Once again, however, McDonald's stands out from the pack, thanks to menu innovation, it says.
斯蒂費爾指出，9月份對股市來説是動盪的一個月，對快餐店來説也是起伏不定的。然而，麥當勞再一次脱穎而出，這要歸功於菜單創新，它説。
McDonald's stock (ticker: MCD) is up more than 11% in 2020, easily outpacing the S&P 500 and many of its quick-service peers. The restaurant's store traffic has been particularly strong in September thanks to its limited-time Travis Scott meal deal, which highlights the rapper's favorite order. Stifel's Chris O'Cull thinks the collaboration may have allowed McDonald's to grab market share.
麥當勞(股票代碼：MCD)的股票在2020年上漲超過11%，輕鬆超過標準普爾500指數和許多快速服務同行。該餐廳9月份的門店客流量尤其強勁，這要歸功於其限時特拉維斯·斯科特(Travis Scott)套餐交易，這突顯了這位説唱歌手最喜歡的訂單。Stifel的克里斯·奧卡爾認為，這種合作可能讓麥當勞搶佔了市場份額。
"While results have tapered since the initial week, traffic levels remain meaningfully above July and August levels," he writes, and this boost "has coincided with declines at competitors Jack in the Box (JACK) and [ Yum Brand's (YUM)] Taco Bell."
他寫道：“雖然業績從最初一週開始逐漸下降，但流量水平仍然明顯高於7月和8月的水平。”而這一提振“恰逢競爭對手Jack in the Box(Jack)和[百勝餐飲集團(Yum Brand‘s)]塔可鍾。“
His data show that McDonald's September traffic is down to just under 25% year over year, a meaningful improvement from the more than 30% declines it notched in July and August because of the pandemic.
他的數據顯示，麥當勞9月份的客流量同比下降到略低於25%，與7月和8月因疫情而下降30%以上相比，這是一個有意義的改善。
New menu items are also helping Wendy's (WEN), he writes. The company faced difficult year-over-year comparisons, given 2019's introduction of spicy chicken nuggets, but the new Pretzel Bacon Pub Burger and Bacon Pub Fries, along with promotions, appear to be helping traffic continue to recover from lows earlier this year.
他寫道，新的菜單項目也對温迪(Wendy‘s)有幫助。考慮到2019年推出的辛辣雞塊，該公司面臨着艱難的同比比較，但新的Pretzel培根酒吧漢堡和培根酒吧薯條，加上促銷活動，似乎正在幫助客流量從今年早些時候的低點繼續回升。
These aren't the only fast-food firm seeing success. O'Cull notes that an "encouraging...pumpkin spice latte season" is helping Starbucks (SBUX). Starbucks' shares have slipped nearly 3% in 2020, as disrupted morning commutes have meant fewer store visits. Mobile phone data appear to show that trips to Starbucks remain strong this month, continuing August's meaningful acceleration from July levels.
這並不是唯一一家取得成功的快餐公司。奧卡爾指出，“令人鼓舞的……南瓜香料拿鐵季節”正在幫助星巴克(Starbucks)。星巴克的股價在2020年下滑了近3%，因為早上的通勤中斷意味着去商店的次數減少了。手機數據似乎顯示，本月前往星巴克的遊客依然強勁，延續了8月份比7月份有意義的加速趨勢。
O'Cull isn't the only analyst to point to the power of pumpkin spice, but he writes that Starbucks' "sustained performance is made all the more impressive considering September 2019's visitation was roughly 7% higher than August's, implying Starbucks is capturing a meaningful amount of the Pumpkin Spice Latte-driven traffic."
歐卡爾並不是唯一一位指出南瓜香料的力量的分析師，但他寫道，星巴克“考慮到2019年9月的訪問量比8月份高出約7%，這意味着星巴克在南瓜香料拿鐵帶來的客流量中佔據了相當大的份額，這使得星巴克的持續表現更加令人印象深刻。”
McDonald's shares were up 1.6% to $221.63 Monday afternoon, while Wendy's was 3.2% higher to $22.03, and Starbucks was up 1.9% to $85.93. The Dow Jones Industrial Average was up 1.9%.
週一下午，麥當勞股價上漲1.6%，至221.63美元，温迪股價上漲3.2%，至22.03美元，星巴克股價上漲1.9%，至85.93美元。道瓊斯工業股票平均價格指數(Dow Jones Industrial Average)上漲1.9%。
Write to Teresa Rivas at teresa.rivas@barrons.com
寫信給Teresa Rivas，電子郵件：teresa.rivas@Barrons.com
(END) Dow Jones Newswires
(完)道瓊通訊社
September 28, 2020 14:43 ET (18:43 GMT)
2020年9月28日東部時間14：43(格林尼治標準時間18：43)
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