Guoxin Securities released a research report saying that in the first half of 2024, the operating performance of catering sector companies was under pressure, but some leading catering companies with strong supply chain bases and strong brand consumer stickiness still had a comparative advantage and recorded good alpha growth. Considering the recent frequent consumer promotion mix, the restaurant sector is expected to benefit from both fundamentals and sector sentiment, taking into account the certainty of business performance and expectations for a gradual recovery in the consumer environment. Maintain the sector's “better than the market” rating.

Guoxin Securities released a research report saying that in the first half of 2024, the operating performance of catering sector companies was under pressure, but some leading catering companies with strong supply chain bases and strong brand consumer stickiness still had a comparative advantage and recorded good alpha growth. Considering the recent frequent consumer promotion mix, the restaurant sector is expected to benefit from both fundamentals and sector sentiment, taking into account the certainty of business performance and expectations for a gradual recovery in the consumer environment. Maintain the sector's “better than the market” rating.