<p>比爾·彼得斯</p>
<p>達美樂將通過 “比薩創新” 來吸引越來越挑剔的消費者。</p>
<p>達美樂的競爭對手棒約翰和必勝客在今年早些時候表示，他們將關閉數百家門店。</p>
<p>達美樂比薩的增長前景受到影響，因為該連鎖在比薩行業面臨激烈的折扣競爭以及更加謹慎的消費者——該公司表示，這些趨勢可能導致更多門店關閉，至少對其競爭對手而言。</p>
<p>該公司的盈利結果和年度預測低於預期，週一發佈，正值大型餐飲連鎖試圖降價或進行促銷，以重新吸引在經歷多年菜單價格和生活成本上漲後減少支出的消費者。</p>
<p>這些結果發佈後不久，競爭對手棒約翰（PZZA）和百勝餐飲（YUM）的必勝客在今年早些時候表示，他們將在消費支出疲軟的背景下關閉數百家門店。</p>
<p>週一下午，達美樂（DPZ）的股價下跌了 9.3%，在標準普爾 500 指數的下跌股票中處於領先地位，儘管在盤中低點有所回升。過去 12 個月，該股下跌了 32.6%。</p>
<p>達美樂首席執行官拉塞爾·維納在週一的財報電話會議上表示：“消費者信心降至 COVID 時期的低點，持續的通貨膨脹繼續影響購買決策。”</p>
<p>他説，競爭在第一季度加劇，因為達美樂的大型全國競爭對手提供的優惠 “相似甚至相同”。然而，他認為達美樂擁有利潤和廣告預算，可以在依賴折扣的競爭對手面前堅持下去，從而對其連鎖加盟商施加更大壓力。</p>
<p>“隨着時間的推移，我們預計這種壓力將導致更多門店關閉，除了我們兩個上市比薩競爭對手已經宣佈的約 450 家關閉外，” 他補充道。</p>
<p>投資者將在本週星巴克（SBUX）和墨西哥捲餅連鎖 Chipotle Mexican Grill（CMG）發佈業績時獲得更多關於消費者情緒的細節。Chipotle 在 2 月份的前景暗示對未來一年的謹慎。然而，當星巴克在 1 月份最後一次發佈業績時，管理層表示其扭轉努力已有跡象見效。</p>
<p>達美樂週一表示，預計全球零售銷售增長將達到 “中個位數” 的增長，而 2 月份的預測為約 6% 的增長。</p>
<p>管理層似乎也對美國的預測有所放緩。該公司表示，預計美國同店銷售將增長 “低個位數”，此前的預期為 3% 的增長。維納在週一表示，3% 的美國同店銷售增長仍然是公司的 “目標”。</p>
<p>儘管如此，在第一季度，達美樂表示其訂單數量和市場份額均有所增加。收入為 11.5 億美元，略高於去年同期的 11.1 億美元，但低於 FactSet 對 16 億美元的預期。美國同店銷售增長 0.9%，低於 2.3% 的預期。</p>
<p>達美樂報告的調整後每股收益為 4.13 美元，低於去年同期的 4.33 美元，也低於華爾街對 4.27 美元的預期。</p>
<p>在這些結果發佈後，維納在週一的電話會議上表示，達美樂將嘗試在菜單上推出更多新產品，以恢復消費者的熱情。</p>
<p>“這不僅僅是價值，” 他説。“我認為我們在比薩創新方面也可以做得更多。因此，從 5 月開始，您將看到達美樂在日曆或媒體上推出一些年初未列入日曆的內容。”</p>
<p>-比爾·彼得斯</p>
<p>此內容由 MarketWatch 創建，MarketWatch 由道瓊斯公司運營。MarketWatch 與道瓊斯新聞通訊和《華爾街日報》獨立出版。</p>
<p>（完）道瓊斯新聞通訊</p>
<p>04-27-26 1441ET</p>

棒約翰

達美樂比薩

<p>達美樂比薩正面臨由於比薩行業價格戰帶來的挑戰，導致其股票下跌了 9.3%。該公司報告的收益低於預期，並下調了增長預測，原因是消費者支出謹慎以及競爭加劇。儘管收入略有增加，但同店銷售未能達到預期。首席執行官拉塞爾·韋納強調需要進行 “比薩創新” 以吸引顧客，因為競爭對手如棒約翰和必勝客計劃關閉數百家門店。達美樂比薩今年的全球零售銷售增長目標為中個位數，低於之前的預測</p>

<p>By Bill Peters</p>
<div class="lb-trans"><p>比爾·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>達美樂將通過 “比薩創新” 來吸引越來越挑剔的消費者。</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>達美樂的競爭對手棒約翰和必勝客在今年早些時候表示，他們將關閉數百家門店。</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>達美樂比薩的增長前景受到影響，因為該連鎖在比薩行業面臨激烈的折扣競爭以及更加謹慎的消費者——該公司表示，這些趨勢可能導致更多門店關閉，至少對其競爭對手而言。</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>該公司的盈利結果和年度預測低於預期，週一發佈，正值大型餐飲連鎖試圖降價或進行促銷，以重新吸引在經歷多年菜單價格和生活成本上漲後減少支出的消費者。</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>這些結果發佈後不久，競爭對手棒約翰（PZZA）和百勝餐飲（YUM）的必勝客在今年早些時候表示，他們將在消費支出疲軟的背景下關閉數百家門店。</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>週一下午，達美樂（DPZ）的股價下跌了 9.3%，在標準普爾 500 指數的下跌股票中處於領先地位，儘管在盤中低點有所回升。過去 12 個月，該股下跌了 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>達美樂首席執行官拉塞爾·維納在週一的財報電話會議上表示：“消費者信心降至 COVID 時期的低點，持續的通貨膨脹繼續影響購買決策。”</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>他説，競爭在第一季度加劇，因為達美樂的大型全國競爭對手提供的優惠 “相似甚至相同”。然而，他認為達美樂擁有利潤和廣告預算，可以在依賴折扣的競爭對手面前堅持下去，從而對其連鎖加盟商施加更大壓力。</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>“隨着時間的推移，我們預計這種壓力將導致更多門店關閉，除了我們兩個上市比薩競爭對手已經宣佈的約 450 家關閉外，” 他補充道。</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>投資者將在本週星巴克（SBUX）和墨西哥捲餅連鎖 Chipotle Mexican Grill（CMG）發佈業績時獲得更多關於消費者情緒的細節。Chipotle 在 2 月份的前景暗示對未來一年的謹慎。然而，當星巴克在 1 月份最後一次發佈業績時，管理層表示其扭轉努力已有跡象見效。</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>達美樂週一表示，預計全球零售銷售增長將達到 “中個位數” 的增長，而 2 月份的預測為約 6% 的增長。</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>管理層似乎也對美國的預測有所放緩。該公司表示，預計美國同店銷售將增長 “低個位數”，此前的預期為 3% 的增長。維納在週一表示，3% 的美國同店銷售增長仍然是公司的 “目標”。</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>儘管如此，在第一季度，達美樂表示其訂單數量和市場份額均有所增加。收入為 11.5 億美元，略高於去年同期的 11.1 億美元，但低於 FactSet 對 16 億美元的預期。美國同店銷售增長 0.9%，低於 2.3% 的預期。</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>達美樂報告的調整後每股收益為 4.13 美元，低於去年同期的 4.33 美元，也低於華爾街對 4.27 美元的預期。</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>在這些結果發佈後，維納在週一的電話會議上表示，達美樂將嘗試在菜單上推出更多新產品，以恢復消費者的熱情。</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>“這不僅僅是價值，” 他説。“我認為我們在比薩創新方面也可以做得更多。因此，從 5 月開始，您將看到達美樂在日曆或媒體上推出一些年初未列入日曆的內容。”</p>
</div><p>-Bill Peters</p>
<div class="lb-trans"><p>-比爾·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>此內容由 MarketWatch 創建，MarketWatch 由道瓊斯公司運營。MarketWatch 與道瓊斯新聞通訊和《華爾街日報》獨立出版。</p>
</div><p>(END) Dow Jones Newswires</p>
<div class="lb-trans"><p>（完）道瓊斯新聞通訊</p>
</div><p>04-27-26 1441ET</p>
<div class="lb-trans"><p>04-27-26 1441ET</p>
</div>

披薩價格戰正在進行中，達美樂比薩感受到了壓力