\nC\u00e2nd vine vorba de a lua masa \u00een ora\u015f, America este \u00een mod clar o na\u0163iune divizat\u0103, iar ac\u0163iunile res\u00adtau\u00adrantelor stau marto\u00adre \u00een acest sens, po\u00adtrivit investors.com.<\/p>\n
\nChiar \u00een condi\u00ad\u0163iile \u00een care indus\u00adtria ca \u00eentreg se con\u00adfrunt\u0103 cu costuri \u00een cre\u015ftere legate de ali\u00admente \u015fi for\u0163a de munc\u0103, consuma\u00adtorii devin zg\u00e2rci\u0163i. Drept urmare, gigan\u0163ii din fast food \u00eencep s\u0103-\u015fi scad\u0103 pre\u0163urile. \u00cens\u0103 nume mai noi, cum ar fi grupul Cava \u015fi Sweetgreen prosper\u0103.<\/p>\n
\nLa nivelul industriei restauran\u00adtelor, scumpirile au redus apetitul americanilor cu venituri mai mici pen\u00adtru fast food. Restaurantele se con\u00adfrunt\u0103 de asemenea cu o con\u00adcu\u00adren\u00ad\u0163\u0103 \u00een cre\u015ftere din partea alimen\u00adtelor preparate de la magazinele ali\u00admentare. C\u00e2nd a\u00adme\u00adricanii iau to\u00adtu\u015fi masa \u00een ora\u015f, alimentele mai s\u0103\u00adn\u0103toase, sau me\u00adni\u00adurile care pot hr\u0103\u00adni mai multe persoane au ade\u00adsea c\u00e2\u015ftig de cauz\u0103.<\/p>\n
\nDintre lan\u0163u\u00adrile care o duc bi\u00adne, unele ofer\u0103 va\u00adloare \u201epercepu\u00adt\u0103\u201c bun\u0103 clien\u0163i\u00adlor, \u00een parte \u00eencerc\u00e2nd s\u0103 diminueze costul pe persoan\u0103, \u00een timp ce altele sunt pur \u015fi simplu noi \u015fi interesante, profit\u00e2nd de preferin\u0163ele \u00een schim\u00adbare ale consumatorilor. Toate a\u00adces\u00adtea au perspective solide de cre\u015ftere, potrivit anali\u015ftilor.<\/p>\n
\nIndustria american\u0103 a restaurantelor a avut parte de un \u00eenceput de an 2024 dificil. \u015ei totu\u015fi, lan\u0163urile \u201efast-casual\u201c, care \u00ee\u015fi fac reclam\u0103 ca fiind o op\u0163iune mai s\u0103n\u0103toas\u0103, sau se adreseaz\u0103 unor clien\u0163i pu\u0163in mai avu\u0163i dec\u00e2t cei ai rivalilor din segmentul fast-food, reprezint\u0103 o \u201epat\u0103 luminoas\u0103\u201c, scrie Financial Times.<\/p>\n
\nAc\u0163iunile acestor companii ofer\u0103 de asemenea randamente peste cele ale pie\u0163ei. Cava, de exemplu, un lan\u0163 de localuri bazate pe dieta mediteraneean\u0103 care s-a listat \u00een luna iunie a anului trecut, \u015fi-a dublat valoarea.<\/p>\n
\nDe la listare \u00een iunie 2023, ac\u0163iunile Cava au urcat cu aproape 100%. \u00cen primul trimestru din 2024, grupul a consemnat v\u00e2nz\u0103ri de 259,01 milioane $, cu 46% peste nivelul din T4\/2023, conform Zacks. <\/p>\n
\nCompania a fost fondat\u0103 \u00een 2006 \u015fi are loca\u0163ii pe tot cuprinsul SUA. Aliment\u00e2nd expansiunea lan\u0163ului este o experien\u0163\u0103 unic\u0103 de dining, modelul s\u0103u de customizare a meniului fiind similar cu cel al Chipotle.<\/p>\n
\nV\u00e2nz\u0103rile totale ale grupului sunt a\u015fteptate s\u0103 urce cu 24% \u00een 2024 \u015fi cu \u00eenc\u0103 20% \u00een 2025 la peste 1 miliard de dolari.<\/p>\n
\nMai mul\u0163i factori sunt \u00een spatele divergen\u0163ei de performan\u0163\u0103 dintre grupurile de fast-food \u015fi cele de tipul Cava. Clien\u0163ii ultimelor sunt pu\u0163in mai avu\u0163i, dar \u00een acela\u015fi timp fast-food-ul nu mai este un chilipir. Brusc, o salat\u0103 la 18 $ de la Sweetgreen nu mai pare americanilor at\u00e2t de scump\u0103.<\/p>\n
\nPoate c\u0103 lan\u0163urilor cum e Cava le merge \u00een prezent bine, \u00eens\u0103 valoriz\u0103rile lor \u00eencep s\u0103 fie piperate, iar acest lucru face ca investitorilor s\u0103 le fie greu s\u0103 justifice noi achizi\u0163ii ale ac\u0163iunilor acestora, \u00een special dac\u0103 operatorii fast-food vor \u00eencepe s\u0103 reduc\u0103 pre\u0163urile din nou, scrie Pan Kwan Yuk, editorialist FT.<\/p>\n
\nRecent, ac\u0163iunile Cava au \u00eenceput s\u0103 scad\u0103, traderii tem\u00e2ndu-se c\u0103 investitorii institu\u0163ionali ar putea renun\u0163a la investi\u0163iile \u00een cadrul lan\u0163ului, noteaz\u0103 investorsplace.com.<\/p>\n
\nTeama a venit dup\u0103 ce investitorul Artal International a anun\u0163at c\u0103 va vinde 3 milioane din ac\u0163iunile companiei, dup\u0103 ce acesta v\u00e2nduse deja 2 milioane de ac\u0163iuni Cava \u00een prim\u0103var\u0103.<\/p>\n
\nChipotle, sus\u0163inut de investitori ca Bill Ackman, \u015fi-a cl\u0103dit o reputa\u0163ie pentru alimente proaspete care nu sunt nici excesiv de scumpe, nici exotice. Cava are nevoie s\u0103 procedeze la fel dac\u0103 vrea ca ac\u0163iunile sale s\u0103 fie la fel de digerabile pentru investitori, noteaz\u0103 FT.<\/p>\n","protected":false},"excerpt":{"rendered":"
C\u00e2nd vine vorba de a lua masa \u00een ora\u015f, America este \u00een mod clar o na\u0163iune divizat\u0103, iar ac\u0163iunile res\u00adtau\u00adrantelor stau marto\u00adre \u00een acest sens, po\u00adtrivit investors.com.<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[510],"tags":[426,5828,52339,58007,58009,58008,58010,37462],"class_list":["post-227581","post","type-post","status-publish","format-standard","hentry","category-actualitate","tag-alimente","tag-america","tag-burgeri","tag-cava","tag-dieta-mediteraneeana","tag-lant-cu-servire-rapida","tag-lanturile-de-fast-food","tag-salata"],"_links":{"self":[{"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=\/wp\/v2\/posts\/227581","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=227581"}],"version-history":[{"count":0,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=\/wp\/v2\/posts\/227581\/revisions"}],"wp:attachment":[{"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=227581"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=227581"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=227581"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}