导读:百胜餐饮集团称要将其在中国的门店数扩大3倍,目前百胜有超过7300家肯德基以及必胜客门店。
Yum Brands Inc (YUM.N) said it can triple the number of restaurants in its China division, which is being spun off after a string of sales setbacks that have raised the risk profile of the company’s top profit generator.
百胜餐饮集团称要将其在中国的门店数扩大3倍,百胜中国的销售额持续下降,这个盈利最大的分公司风险预测的表现堪忧。
Yum opened its first KFC in China near Beijing’s Tiananmen Square in 1987. It has been China’s biggest Western restaurant operator for years and now has more than 7,300 KFC and Pizza Hut outlets there.
百胜餐饮集团的第一家肯德基门店于1987年在北京天安门广场附近开业。从那时开始,百胜餐饮成为中国最大的西方餐饮营销商,目前,在中国,它一共有超过7300家肯德基以及必胜客门店。
"I really don’t see any reason why we cannot have 20,000 restaurants in China," said Micky Pant, chief executive of Yum’s China division, which will be spun off on Oct. 31.
即将在10月31日被剥离的百胜中国首席执行官米奇.潘特表示,我看不到有任何理由,中国未来为什么不能建2万家门店。
But Yum China’s once-predictable growth has been called into question. It has grappled with internal and external challenges in recent years, including marketing blunders, rising competition, bird flu outbreaks, food safety problems and slowing economic growth.
但是,百胜中国之前不断增长的态势已经不再是常态,百胜中国近些年面临着内部以及外部的各种挑战,包括营销失误,竞争加剧,禽流感暴发,食品安全问题以及经济增长放缓。
Earlier this month, executives blamed anti-U.S. protests sparked by political tensions in the South China Sea for a surprise 1 percent drop in sales at established China restaurants during the latest quarter.
这个月早些时候,百胜的执行官指责因抗议国际法庭在南中国海的裁决而导致的政治关系紧张,造成百胜中国门店上季度的销售暴跌1%。
Pant said those sales were recovering and described the division’s first same-store sales drop in five quarters as a blip, telling Reuters, "the fundamentals of the brands in China are very strong."
潘特称,销售额正在回升,并且告诉路透社,同店销售额连续五季度下跌仅仅是一次波动,该品牌在中国的基础是非常深厚的基础。
Pant said Yum China will have 15 percent earnings expansion in the world’s fastest-growing economy and that it will open restaurants in burgeoning mega cities, major transportation hubs and new shopping malls. The company also plans to open Taco Bell and Little Sheep restaurants, albeit at a far slower pace than its two dominant brands.
潘特称,在中国这个经济增长世界最快的国家,百胜仍有15%的盈利扩张能力,百胜将会在迅速发展的大城市,主要交通枢纽以及新购物中心继续开设门店。公司还打算开设塔可钟以及小绵羊餐厅,尽管这两个餐厅的开设速度将会远低于肯德基和必胜客。
Analysts say KFC, which accounts for roughly 70 percent of Yum’s restaurants in China, still has plenty of room to add new units but suggest its limit may be lower than the company’s long-term target.
分析家称,占百胜70%比例的肯德基餐厅仍然可以增设新的门店,但是可增长空间会比公司的计划低。
China has about 4 KFC stores per million people and its level of "Peak KFC," or restaurant penetration, is likely to be equal to Japan’s at 9 stores per million people, rather than the 13 stores per million people in the United States, Bernstein Research analyst Sara Senatore said in a recent note.
伯恩斯坦研究公司的分析师Sara Senator最近表示,现在中国每百万人就有4家肯德基餐厅,但它的峰值可能相当于日本的每百万人有9家肯德基餐厅,而不是美国的每百万人有13家餐厅。
Pant told Reuters he "can absolutely see getting" to 12 KFC restaurants per million people in China, equivalent to a tripling of the business.
但潘特告诉路透社,他认为,在中国完全可以达到每百万人有12家肯德基餐厅,相当于现有业务扩张三倍。