印度快餐连锁在Q2FY26中挣扎,
Indian fast-food chains struggled in Q2FY26 due to weak demand, rising promotions, and delivery-driven sales.
印度的快速服务餐饮连锁店在Q2FY26中表现不佳,因为消费者在低自由裁量开支和季节性中断中偏爱价值交易。
Indian quick-service restaurant chains saw weak performance in Q2FY26 due to consumers favoring value deals amid low discretionary spending and seasonal disruptions.
大多数连锁店报告同一商店的销售量下降,只有大庆食品工作公司除外,它增长了9.1%。
Most chains reported declining same-store sales, except Jubilant FoodWorks, which grew 9.1%.
例如KFC的69个汉堡和Pizza Hut的Buy-1-Get-3报价等。
Promotions intensified, with low-priced items and deals like KFC’s Rs 69 burger and Pizza Hut’s Buy-1-Get-3 offers.
交付额推动增长,占交易额的74-91%,但利润因低价报价而受到影响。
Delivery drove growth, making up 74%–91% of transactions, though margins suffered from lower-priced offerings.
通过供应链效率,Westlife Foodworld创下了创纪录的72.4%的毛利率,而Jubilant则通过运营保持了利.
Westlife Foodworld hit a record 72.4% gross margin via supply chain efficiency, while Jubilant maintained margins through operations.
多米诺(Domino)和肯菲克(KFC)分别扩大了81个和30个销售点,但比萨哈特(Pizza Hut)减慢了增长。
Domino’s and KFC expanded, adding 81 and 30 outlets respectively, but Pizza Hut slowed growth.
消费者需求的复苏被视为对未来业绩至关重要。
A recovery in consumer demand is seen as critical for future performance.