<p>比尔·彼得斯</p>
<p>达美乐将通过 “比萨创新” 来吸引越来越挑剔的消费者。</p>
<p>达美乐的竞争对手棒约翰和必胜客在今年早些时候表示，他们将关闭数百家门店。</p>
<p>达美乐比萨的增长前景受到影响，因为该连锁在比萨行业面临激烈的折扣竞争以及更加谨慎的消费者——该公司表示，这些趋势可能导致更多门店关闭，至少对其竞争对手而言。</p>
<p>该公司的盈利结果和年度预测低于预期，周一发布，正值大型餐饮连锁试图降价或进行促销，以重新吸引在经历多年菜单价格和生活成本上涨后减少支出的消费者。</p>
<p>这些结果发布后不久，竞争对手棒约翰（PZZA）和百胜餐饮（YUM）的必胜客在今年早些时候表示，他们将在消费支出疲软的背景下关闭数百家门店。</p>
<p>周一下午，达美乐（DPZ）的股价下跌了 9.3%，在标准普尔 500 指数的下跌股票中处于领先地位，尽管在盘中低点有所回升。过去 12 个月，该股下跌了 32.6%。</p>
<p>达美乐首席执行官拉塞尔·维纳在周一的财报电话会议上表示：“消费者信心降至 COVID 时期的低点，持续的通货膨胀继续影响购买决策。”</p>
<p>他说，竞争在第一季度加剧，因为达美乐的大型全国竞争对手提供的优惠 “相似甚至相同”。然而，他认为达美乐拥有利润和广告预算，可以在依赖折扣的竞争对手面前坚持下去，从而对其连锁加盟商施加更大压力。</p>
<p>“随着时间的推移，我们预计这种压力将导致更多门店关闭，除了我们两个上市比萨竞争对手已经宣布的约 450 家关闭外，” 他补充道。</p>
<p>投资者将在本周星巴克（SBUX）和墨西哥卷饼连锁 Chipotle Mexican Grill（CMG）发布业绩时获得更多关于消费者情绪的细节。Chipotle 在 2 月份的前景暗示对未来一年的谨慎。然而，当星巴克在 1 月份最后一次发布业绩时，管理层表示其扭转努力已有迹象见效。</p>
<p>达美乐周一表示，预计全球零售销售增长将达到 “中个位数” 的增长，而 2 月份的预测为约 6% 的增长。</p>
<p>管理层似乎也对美国的预测有所放缓。该公司表示，预计美国同店销售将增长 “低个位数”，此前的预期为 3% 的增长。维纳在周一表示，3% 的美国同店销售增长仍然是公司的 “目标”。</p>
<p>尽管如此，在第一季度，达美乐表示其订单数量和市场份额均有所增加。收入为 11.5 亿美元，略高于去年同期的 11.1 亿美元，但低于 FactSet 对 16 亿美元的预期。美国同店销售增长 0.9%，低于 2.3% 的预期。</p>
<p>达美乐报告的调整后每股收益为 4.13 美元，低于去年同期的 4.33 美元，也低于华尔街对 4.27 美元的预期。</p>
<p>在这些结果发布后，维纳在周一的电话会议上表示，达美乐将尝试在菜单上推出更多新产品，以恢复消费者的热情。</p>
<p>“这不仅仅是价值，” 他说。“我认为我们在比萨创新方面也可以做得更多。因此，从 5 月开始，您将看到达美乐在日历或媒体上推出一些年初未列入日历的内容。”</p>
<p>-比尔·彼得斯</p>
<p>此内容由 MarketWatch 创建，MarketWatch 由道琼斯公司运营。MarketWatch 与道琼斯新闻通讯和《华尔街日报》独立出版。</p>
<p>（完）道琼斯新闻通讯</p>
<p>04-27-26 1441ET</p>

棒约翰

达美乐比萨

<p>达美乐比萨正面临由于比萨行业价格战带来的挑战，导致其股票下跌了 9.3%。该公司报告的收益低于预期，并下调了增长预测，原因是消费者支出谨慎以及竞争加剧。尽管收入略有增加，但同店销售未能达到预期。首席执行官拉塞尔·韦纳强调需要进行 “比萨创新” 以吸引顾客，因为竞争对手如棒约翰和必胜客计划关闭数百家门店。达美乐比萨今年的全球零售销售增长目标为中个位数，低于之前的预测</p>

<p>By Bill Peters</p>
<div class="lb-trans"><p>比尔·彼得斯</p>
</div><p>Domino's will lean into 'pizza innovation' as one way to engage customers who are getting more selective with their spending</p>
<div class="lb-trans"><p>达美乐将通过 “比萨创新” 来吸引越来越挑剔的消费者。</p>
</div><p>Domino's rivals Papa John's and Pizza Hut earlier this year said they would close hundreds of locations.</p>
<div class="lb-trans"><p>达美乐的竞争对手棒约翰和必胜客在今年早些时候表示，他们将关闭数百家门店。</p>
</div><p>Domino's Pizza's growth prospects are buckling as the chain deals with a deep discount war in the pizza industry and more cautious customers - trends it said could lead to more store closures, at least for its rivals.</p>
<div class="lb-trans"><p>达美乐比萨的增长前景受到影响，因为该连锁在比萨行业面临激烈的折扣竞争以及更加谨慎的消费者——该公司表示，这些趋势可能导致更多门店关闭，至少对其竞争对手而言。</p>
</div><p>The company's softer-than-expected earnings results and forecast for the year arrived Monday as big restaurant chains try to cut prices or otherwise run promotional deals in order to regain consumers who have pulled back their spending after years of increases to menu prices and the cost of living.</p>
<div class="lb-trans"><p>该公司的盈利结果和年度预测低于预期，周一发布，正值大型餐饮连锁试图降价或进行促销，以重新吸引在经历多年菜单价格和生活成本上涨后减少支出的消费者。</p>
</div><p>They also arrived after rivals Papa John's (PZZA) and Yum Brands' (YUM) Pizza Hut said earlier this year that they would close hundreds of locations amid the weaker spending backdrop.</p>
<div class="lb-trans"><p>这些结果发布后不久，竞争对手棒约翰（PZZA）和百胜餐饮（YUM）的必胜客在今年早些时候表示，他们将在消费支出疲软的背景下关闭数百家门店。</p>
</div><p>Shares of Domino's (DPZ) were down 9.3% on Monday afternoon, pacing the S&amp;P 500's SPX decliners even after recovering a bit off their session lows. The stock is down 32.6% over the past 12 months.</p>
<div class="lb-trans"><p>周一下午，达美乐（DPZ）的股价下跌了 9.3%，在标准普尔 500 指数的下跌股票中处于领先地位，尽管在盘中低点有所回升。过去 12 个月，该股下跌了 32.6%。</p>
</div><p>&#34;Consumer sentiment hit COVID-level lows, and ongoing inflation continued to impact purchase decisions,&#34; Domino's CEO Russell Weiner said during Domino's earnings call on Monday.</p>
<div class="lb-trans"><p>达美乐首席执行官拉塞尔·维纳在周一的财报电话会议上表示：“消费者信心降至 COVID 时期的低点，持续的通货膨胀继续影响购买决策。”</p>
</div><p>He said competition increased through the first quarter, as Domino's big national rivals offered deals that were &#34;comparable if not identical.&#34; However, he argued that Domino's had the profits and the advertising budget to outlast competitors that are leaning harder on discounting and, in turn, putting more pressure on their chains' franchisees.</p>
<div class="lb-trans"><p>他说，竞争在第一季度加剧，因为达美乐的大型全国竞争对手提供的优惠 “相似甚至相同”。然而，他认为达美乐拥有利润和广告预算，可以在依赖折扣的竞争对手面前坚持下去，从而对其连锁加盟商施加更大压力。</p>
</div><p>&#34;Over time, we expect this pressure to contribute to more store closures on top of the roughly 450 closures our two public pizza competitors have already announced for 2026,&#34; he added.</p>
<div class="lb-trans"><p>“随着时间的推移，我们预计这种压力将导致更多门店关闭，除了我们两个上市比萨竞争对手已经宣布的约 450 家关闭外，” 他补充道。</p>
</div><p>Investors will get more detail on how consumers are feeling when Starbucks (SBUX) and Chipotle Mexican Grill (CMG) report results this week. Chipotle's outlook in February suggested caution on the year ahead. However, when Starbucks last reported results in January, executives said there were signs its turnaround efforts were taking hold.</p>
<div class="lb-trans"><p>投资者将在本周星巴克（SBUX）和墨西哥卷饼连锁 Chipotle Mexican Grill（CMG）发布业绩时获得更多关于消费者情绪的细节。Chipotle 在 2 月份的前景暗示对未来一年的谨慎。然而，当星巴克在 1 月份最后一次发布业绩时，管理层表示其扭转努力已有迹象见效。</p>
</div><p>Domino's on Monday said it now expects global retail sales growth to be up &#34;mid-single-digits&#34; for the year, compared with a forecast in February for a gain of around 6%.</p>
<div class="lb-trans"><p>达美乐周一表示，预计全球零售销售增长将达到 “中个位数” 的增长，而 2 月份的预测为约 6% 的增长。</p>
</div><p>Management also appeared to soften its forecast in the U.S. The company said it expects U.S. same-store sales to be up &#34;low-single-digits&#34; for the year, following prior expectations for a 3% gain. Weiner on Monday said a 3% gain in U.S. same-store sales was still the company's &#34;objective.&#34;</p>
<div class="lb-trans"><p>管理层似乎也对美国的预测有所放缓。该公司表示，预计美国同店销售将增长 “低个位数”，此前的预期为 3% 的增长。维纳在周一表示，3% 的美国同店销售增长仍然是公司的 “目标”。</p>
</div><p>Still, for its first quarter, Domino's said it increased its order count as well as its market share in the U.S. Revenue came in at $1.15 billion, up a bit from $1.11 billion in the prior-year quarter but below FactSet estimates for $1.16 billion. U.S. same-store sales were up 0.9%, below estimates for a 2.3% increase.</p>
<div class="lb-trans"><p>尽管如此，在第一季度，达美乐表示其订单数量和市场份额均有所增加。收入为 11.5 亿美元，略高于去年同期的 11.1 亿美元，但低于 FactSet 对 16 亿美元的预期。美国同店销售增长 0.9%，低于 2.3% 的预期。</p>
</div><p>Domino's reported adjusted earnings per share of $4.13, below $4.33 in the prior-year quarter as well as below Wall Street's estimates for $4.27.</p>
<div class="lb-trans"><p>达美乐报告的调整后每股收益为 4.13 美元，低于去年同期的 4.33 美元，也低于华尔街对 4.27 美元的预期。</p>
</div><p>Following those results, Weiner said during Monday's call that Domino's would try to bring more new items to its menu to revive consumer enthusiasm.</p>
<div class="lb-trans"><p>在这些结果发布后，维纳在周一的电话会议上表示，达美乐将尝试在菜单上推出更多新产品，以恢复消费者的热情。</p>
</div><p>&#34;It's not just value,&#34; he said. &#34;I think we can do a little bit more on pizza innovation as well. And so, starting as soon as May, you're going to see things on the calendar or in media from Domino's that weren't on our calendar to start the year.&#34;</p>
<div class="lb-trans"><p>“这不仅仅是价值，” 他说。“我认为我们在比萨创新方面也可以做得更多。因此，从 5 月开始，您将看到达美乐在日历或媒体上推出一些年初未列入日历的内容。”</p>
</div><p>-Bill Peters</p>
<div class="lb-trans"><p>-比尔·彼得斯</p>
</div><p>This content was created by MarketWatch, which is operated by Dow Jones &amp; Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal.</p>
<div class="lb-trans"><p>此内容由 MarketWatch 创建，MarketWatch 由道琼斯公司运营。MarketWatch 与道琼斯新闻通讯和《华尔街日报》独立出版。</p>
</div><p>(END) Dow Jones Newswires</p>
<div class="lb-trans"><p>（完）道琼斯新闻通讯</p>
</div><p>04-27-26 1441ET</p>
<div class="lb-trans"><p>04-27-26 1441ET</p>
</div>

披萨价格战正在进行中，达美乐比萨感受到了压力