Nug tus thawj tswj hwm kev sib tw ntawm Tsev noj mov Brands - uas yog tus tswv Burger King, Popeyes, Firehouse Subs thiab Tim Hortons - txog Taco Bell Mexican Pizza craze cheb lub teb chaws, thiab nws yuav tsis txawm hais txog cov khoom noj ceev los ntawm lub npe.
"Peb muaj plaub lub npe zoo tshaj plaws uas muab cov khoom lag luam zoo," Tus Thawj Coj Tsev noj mov Brands José Cil hais rau Yahoo Finance Live thaum nug nws yuav teb li cas rau Mexican Pizza (video saum toj no). "Peb pab neeg ua noj tam sim no tab tom nrhiav txuas ntxiv tsim kho tshiab thiab tsav cov qhua nrog cov tswv yim tshiab, tab sis kuj ua kom peb cov neeg ua lag luam ua qhov no txhua hnub, xa cov khoom tseem ceeb uas tib neeg nyiam. Yog li Whopper lub Popeyes nqaij qaib qhaub cij, Hook & Ladder ntawm Firehouse, thiab cov tais ntim khoom thiab qhwv ntawm Tim Horton's ntxiv rau cov dej txias thiab cov khoom noj. Qhov ntawd yog qhov peb ua tau zoo thiab yuav tsum tau tsom mus rau, thiab xa qhov tsis tu ncua yuav ua rau muaj kev loj hlob zoo ib yam rau peb cov hom lag luam. "
Taco Bell tswv Yum! Hom tau hais rau lub lim tiam no Taco Bell US tib lub khw muag khoom tau nce 8% hauv lub quarter thib ob, txhawb nqa los ntawm cov saw muag 20 lab Mexican Pizza. Cov ntawv qhia zaub mov - uas yog txiav tawm thaum lub Kaum Ib Hlis 2020 - tau ua pov thawj kom nrov Taco Tswb yuav coj nws rov qab rau lub caij nplooj zeeg mus tas li.
Kev muag khoom ntawm Teb Chaws Asmeskas cov khw muag khoom Taco Bell qhib tsawg kawg ib xyoos dhia 8% hauv peb lub hlis xaus rau Lub Rau Hli 30. Nyob rau lub sijhawm ntawd, Taco Bell tau muag ntau dua 20 lab Mexican Pizzas thoob plaws lub tebchaws thiab pom kev ntseeg siab ua tswv cuab loj hlob 10%, tau tsav los ntawm cov neeg siv khoom. ' xav kom nkag mus rau cov khoom thaum ntxov.
"Qhov txiaj ntsig tiag tiag ntawm cov khoom zoo li Mexican Pizza yog qhov kev sib txuas uas nws muaj nrog cov neeg siv khoom, kev hlub lawv muaj rau cov khoom thiab lub halo nws muab rau lub hom," Yum! Brands CEO David Gibbs hais ntawm lub tuam txhab cov nyiaj tau los hu.
Thiab txawm economic kev nyuaj siab hnyav rau cov nyiaj tau los qis dua tau txais kev pab, Tsev noj mov Brands 'lub quarter thib ob qhia tias nws yuav tsis tas yuav dazzle nws cov zaub mov nrog kev sib raug zoo cov zaub mov a-la Taco Bell.
Tib lub khw muag khoom tau nce 12.2% ntawm Tim Hortons nyob rau sab nraum qab ntawm cov khoom noj tshiab xws li cov tais zaub mov hauv Canada, 10% ntawm Burger King vim muaj kev cuam tshuam txawv teb chaws, thiab 1.4% ntawm Popeyes. Kev muag khoom ntawm tag nrho peb lub khw muag khoom noj ceev tau yeej Wall Street tus kws tshuaj ntsuam kwv yees siv tau yooj yim. Lub tuam txhab tuav cov kws tshuaj ntsuam kev muag khoom kwv yees los ntawm $ 70 lab thiab cov nyiaj tau los ntawm ib qho kev kwv yees los ntawm 9 xees.
Shares ntawm Tsev noj mov Brands tau nce ntau dua 7% nyob rau hnub Thursday qhov kev sib tham raws li cov tub ua lag luam tau txhawb nqa qhov muag muag tau zoo nyob txawv teb chaws.
"Credit qhov twg nws yuav tsum tau them: Tim Hortons Canada turnaround tab tom ua," Citi tsev noj mov kws tshuaj ntsuam Jon Tower tau sau ntawv rau cov neeg siv khoom. "Thaum nws nyuaj rau kev txheeb xyuas cov khoom ua kom rov qab los (piv txwv li, Canada rov qhib dua vs. idiosyncratic tsav tsheb zoo li kev siv nyiaj ntau ntxiv, xov xwm khoom tshiab lossis kev thawb dav rau hauv dej txias), ntau lub quarter kev txhim kho yuav tsum tsis txhob raug ignored, tshwj xeeb tshaj yog raws li Nws cuam tshuam rau kev nyeem ntawv thoob plaws rau Burger King (BK) Asmeskas kev lag luam. "
Cil tau hais tias nws yog tag nrho ntawm kev xa rov qab Whopper rau nws qhov chaw muaj cai hauv cov khoom noj ceev los ntawm kev txhim kho cov khoom zoo thiab nthuav tawm cov khoom lag luam txuas ntxiv.
"Lub Whopper tau yog cov khoom lag luam tseem ceeb txij li xyoo 1957," Tus Thawj Saib Xyuas Tsev noj mov Brands tau sau tseg, "thiab peb tab tom txhawb nqa nws mus rau nws txoj cai raws li qhov tseem ceeb ntawm peb txoj kev npaj rau Burger King US kev lag luam."
Brian Sozzi yog ib qho editor-at-large thiab thauj tog rau nkoj ntawm Yahoo FinanceCov. Ua raws li Sozzi ntawm Twitter @BrianSozzi thiab nyob rau LinkedIn.
Nyem qhov no rau qhov tseeb trending stock tickers ntawm Yahoo Finance platform
Nyeem cov xov xwm tshiab nyiaj txiag thiab lag luam los ntawm Yahoo Finance
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Tau qhov twg los: https://finance.yahoo.com/news/burger-king-ceo-on-taco-bell-mexican-pizza-182636833.html