---
title: "BREAKINGVIEWS-K 型经济正在导致企业受害者的出现"
description: "墨式烧烤第三次下调了今年的年度销售预测，原因是消费者在外就餐的支出压力，尤其是对年轻美国人的影响。该公司预计 2025 年可比餐厅销售将出现下降，导致市场价值损失 80 亿美元，纽约午盘交易中股价下跌 17%。这反映了 K 型经济的更广泛趋势，富裕消费者推动消费，而年轻群体则面临困境"
type: "news"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/263579742.md"
published_at: "2025-10-30T16:48:11.000Z"
---

# BREAKINGVIEWS-K 型经济正在导致企业受害者的出现

> 墨式烧烤第三次下调了今年的年度销售预测，原因是消费者在外就餐的支出压力，尤其是对年轻美国人的影响。该公司预计 2025 年可比餐厅销售将出现下降，导致市场价值损失 80 亿美元，纽约午盘交易中股价下跌 17%。这反映了 K 型经济的更广泛趋势，富裕消费者推动消费，而年轻群体则面临困境

（作者是路透社 Breakingviews 专栏作家。所表达的观点仅代表作者本人。）

作者：Pranav Kiran

多伦多，10 月 30 日（路透社 Breakingviews）——更富有、更年长的美国人正在支撑美国消费者支出，因为年轻人的收入增长放缓。这一趋势现在在午餐排队时显现出来，墨式烧烤连锁店 Chipotle 因销售疲软而损失了 80 亿美元的市值。这家曾经无处不在的餐饮品牌成为了日益严重问题的早期受害者。

完整观点将很快发布。

### 背景新闻

Chipotle Mexican Grill 在 10 月 29 日第三次下调了年度销售预测，警告称消费者在外就餐的支出可能在 2026 年初之前仍将承压。

该公司预计 2025 年可比餐厅销售将下降至低个位数范围，而之前的预测则认为销售将基本持平。

在纽约的午盘交易中，股价下跌了 17%。（编辑：Jonathan Guilford；制作：Oliver Taslic）

### Related Stocks

- [CMG.US - 墨式烧烤](https://longbridge.com/zh-CN/quote/CMG.US.md)

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