McDonald lub thiab Chipotle Mexican Grill hais tias cov neeg siv khoom nyem los ntawm kev nce nqi yog xaiv cov khoom noj pheej yig dua thiab mus xyuas lawv cov khw noj mov tsawg dua, qhia txog cov ncauj lus uas tuaj yeem cuam tshuam rau kev lag luam hauv khw noj mov.
Ob lub tuam txhab yog cov thawj lub tsev noj mov chains los tshaj tawm lawv cov txiaj ntsig thib ob. Koojtis, Starbucks thiab Taco Bell tus tswv Ua Npauj Npaim txhua tus tau teem sijhawm los tshaj tawm lawv cov ntaub ntawv nyiaj tau los hauv lub lim tiam tom ntej.
Pib txij thaum nruab nrab Lub Tsib Hlis, Chipotle tau hais rau hnub Tuesday tias cov neeg tau txais txiaj ntsig tau nyiaj tsawg tau mus xyuas nws cov khw noj mov tsawg dua, ua rau muaj tsheb khiav qeeb. Nyuam qhuav pib hnub no, McDonald's cov thawj coj kuj tau hais tias qee cov neeg tau txais txiaj ntsig tau nyiaj tsawg tau hloov mus rau nws cov zaub mov muaj nqis lossis xaiv tawm ntawm combo pluas noj kom txuag tau nyiaj. Tab sis McDonald's cov thawj coj tau hais ntxiv tias cov saw hlau tseem tau txais txiaj ntsig los ntawm cov neeg siv khoom lag luam los ntawm cov kev pabcuam kim dua lossis cov khw noj mov nrawm.
Cov tuam txhab noj mov cov lus tawm tswv yim los ntawm heels ntawm Walmart txo nws cov txiaj ntsig outlook, hais txog tus nqi nce ntxiv rau cov zaub mov thiab roj uas yog squeezing cov neeg siv khoom lub hnab nyiaj. Cov nqi siab dua rau cov khoom tsim nyog tau txwv tsis pub cov neeg yuav khoom txaus siab yuav khoom xws li khaub ncaws thiab khoom siv hluav taws xob - lossis noj mov hauv khw noj mov thiab xaj khoom xa tuaj.
Qhov nruab nrab, cov tsev noj mov cov nqi tsev noj mov tau nce 7% hauv peb lub hlis xaus rau lub Tsib Hlis piv nrog lub xyoo dhau los, raws li NPD Group. Nyob rau tib lub sijhawm, cov neeg siv khoom los ntawm cov tsev neeg uas cov nyiaj tau los qis dua $ 75,000 txiav lawv cov khoom noj ceev ceev los ntawm 6%, lub tuam txhab tshawb fawb kev lag luam tau hais.
Cov thawj coj ntawm lub tsev noj mov, suav nrog McDonald's Chris Kempczinski, tau taw qhia qhov sib txawv ntawm kev nce nqi rau cov khoom noj khoom haus thiab cov zaub mov hauv tsev noj mov yog qhov zoo rau cov khw noj mov. Cov nqi khoom noj hauv tsev tau nce 12.2% nyob rau 12 lub hlis dhau los, thaum cov nqi khoom noj tawm hauv tsev tsuas yog nce 7.7%, raws li Bureau of Labor Statistics 'cov neeg siv khoom tus nqi ntsuas.
"Kuv tsis paub tias qhov cuam tshuam ntawm qhov ntawd yog dab tsi, tab sis yeej peb cia siab tias muaj qee qhov txiaj ntsig uas peb tau pom yog ib feem ntawm qhov ntawd," Kempczinski hais rau cov kws tshuaj ntsuam hnub Tuesday thaum lub tuam txhab lub rooj sib tham hu.
Keeb kwm, cov khoom noj ceev ceev tau zoo nyob rau lub sijhawm kev lag luam poob qis vim cov neeg noj mov hloov mus rau cov kev xaiv pheej yig dua yam tsis tau hla ntawm kev noj mov tag nrho.
McDonald's yog ib lub tsev noj mov zoo tshaj plaws kom tau txais txiaj ntsig los ntawm cov neeg siv khoom lag luam, raws li BMO Capital Markets kws tshuaj ntsuam Andrew Strelzik. Cov thawj coj touted cov saw cov nqi muab piv nrog cov neeg sib tw, txawm tias lub tuam txhab thiab nws cov franchisees nce nqi.
Raws li cov saw nrawm nrawm, Chipotle hais tias feem ntau ntawm nws cov neeg siv khoom tsis nkag siab txog tus nqi.
CEO Brian Niccol tau hais hauv lub tuam txhab lub rooj sib tham hu tias "Cov neeg tau txais txiaj ntsig tau nyiaj tsawg tau rub rov qab lawv qhov kev yuav khoom ntau zaus," "Zoo hmoo rau Chipotle, koj paub, feem ntau ntawm peb cov neeg siv khoom yog cov neeg tau txais txiaj ntsig hauv tsev neeg ntau dua."
Cov saw hlau burrito tau hais tias nws ntseeg siab tias nws tuaj yeem nce nqi zaub mov yam tsis muaj kev ntshai ntawm nws cov neeg siv khoom tseem ceeb. Nws npaj yuav nce nqi kwv yees li 4% thaum Lub Yim Hli kom them cov nqi nce rau tortillas, avocados thiab ntim khoom.
Chipotle Tshuag tau nce 11% thaum sawv ntxov kev lag luam rau hnub Wednesday tom qab cov xov xwm ntawm lwm qhov kev nce nqi thiab cov nyiaj tau los yeej. Shares ntawm McDonald's tau poob qis dua 1% tom qab Deutsche Bank txo qis cov khoom lag luam, hais txog nws cov nqi kwv yees rau nws cov phooj ywg noj mov.
Thaum kawg ntawm lub xyoo, BTIG tus kws tshuaj ntsuam Peter Saleh kwv yees tias Chipotle tus nqi zaub mov yuav yog li 20% siab dua li ob xyoos dhau los. Cov saw hlau cov neeg sib tw tau nce nqi los ntawm cov qib zoo sib xws lossis siab dua, raws li kev tshawb fawb los ntawm lub tuam txhab.
"Cov txiaj ntsig ntawm peb daim ntawv ntsuam xyuas tus nqi qhia tias Chipotle tseem muaj lub zog ntawm tus nqi uas nws tuaj yeem txhawb nqa cov paj hauv qhov kev nce nqi no," Saleh sau.
Rau lub quarter thib ob, Chipotle qhia tib lub khw muag khoom loj hlob ntawm 10.1%, poob qis ntawm Wall Street qhov kev cia siab ntawm 10.9%. Qhov kev nce no feem ntau yog tshwm sim los ntawm kev nce nqi yav dhau los, uas cuam tshuam qhov kev poob qis hauv cov neeg siv khoom.
Qee cov kws tshuaj ntsuam tau nug ntau npaum li cas Chipotle tuaj yeem nce nqi. Cowen tus kws tshuaj ntsuam Andrew Charles tau sau rau hauv ib daim ntawv qhia tias kev npaj taug kev mus rau lub caij ntuj sov no tuaj yeem ua rau muaj tsheb khiav mus ntxiv, tshwj xeeb tshaj yog muab cov kev lag luam tsis paub tseeb tau sau tseg los ntawm lub tuam txhab cov thawj coj.
- Ian Krietzberg: koj puas xav tau ntau tus thwjtim? pab qhia rau zaj dab neeg no.
Tau qhov twg los: https://www.cnbc.com/2022/07/27/mcdonalds-and-chipotle-say-customers-are-trading-down-visiting-less-often-as-inflation-hits-budgets.html