銷售疲軟,麥當勞將降低預期盈利

麥當勞公司周二公布其月度業績,為2003年3月以來最差表現,并表示其在中國供應商食品安全問題可能會減少其第三季度利潤。
開業至少13個月麥當勞餐廳8月份銷售下跌了3.7%。美國同店銷售下降了2.8%,歐洲下降了0.7%,亞太、中東和非洲地區暴跌14.5%。
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此前據分析師Metrix預計,麥當勞全球同店銷售預期下降3.1%。預測美國下降2%,歐洲下降2.1%和亞太、中東和非洲地區地區下降10.1%。
詹尼分析師Mark Kalinowski在周二上午發布的報告題為“麥當勞:流的不是番茄醬而是血。”
麥當勞的股票,道瓊斯工業股票平均價格指數的一個組成部分,早上在紐約證券交易所交易約下降75美分至91.75美元。
亞洲餐館供應短缺沖擊從今年7月開始,在中國的主要供應商OSI集團出現安全問題后,公司被迫從別處尋找原料。
8月份的全球同店銷售額下降,已是麥當勞作為世界上最大的餐飲公司的連續第三個月下降。上一次麥當勞月同店銷售下跌3.7%追溯到2003年3月。
麥當勞表示,它將在10月份公布第三季財報時更新全年預測。公司8月表示,其2014年銷售有進一步降低的風險。
Oppenheimer分析師Brian Bittner說麥當勞第三季度同店銷售可能是自2003年第一季度以來最糟糕的一次。
“8月麥當勞全球業務面臨一些阻力,影響到了整體銷售業績,”首席執行官湯普森在一份聲明中說。“作為一個完善的系統,我們正努力做有效引導,恢復市場狀況。”
麥當勞一直都在應對全球各種各樣的問題。中國電視報告麥當勞安全問題后,上海福喜食品有限公司被查封,其亞洲餐館也受到供應短缺影響。在俄羅斯市場,被俄羅斯食品安全監管機構大量臨時檢查后,一些麥當勞的地方被迫暫時關閉。
麥當勞已經制定了各種計劃以期改善公司形象,包括在廚房增添新制備站,增加數字化和升級店面。
By Jessica Wohl
Chicago Tribune

Sales at McDonald’s restaurants open at least 13 months fell 3.7 percent in August. Same-store sales fell 2.8 percent in the United States, fell 0.7 percent in Europe and plunged 14.5 percent in its Asia/Pacific, Middle East and Africa region.
Analysts had expected McDonald’s to report a global comparable sales decline of 3.1 percent, according to Consensus Metrix. They had predicted a decline of 2 percent in the United States, a decline of 2.1 percent in Europe and a dro of 10.1 percent in the APMEA region.
Janney analyst Mark Kalinowski summarized his take on the sales in a note issued Tuesday morning titled “MCD: That’s Not Ketchup … It’s Blood.”
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Shares of McDonald’s, a component of the Dow Jones industrial average, were off about 75 cents to $91.75 in morning trading on the New York Stock Exchange.
Asian restaurants were hit with supply shortages starting in July, after safety issues at a key supplier in China, OSI Group, forced the company to look elsewher for ingredients.
August’s global same-store sales decline was the third consecutive monthly dro for the world’s largest restaurant company. The last time McDonald’s monthly comparable sales fell 3.7 percent was in March 2003. August also marked the ninth month out of 10 in which U.S. comparable sales have fallen.
McDonald’s said it would updat its full-year forecast when it reports its third-quarter results in October. The company said in August that its 2014 sales forecast was “now at risk” to be reduced further.
Oppenheimer analyst Brian Bittner said third-quarter comparable sales are likely to be the worst since the first quarter of 2003.
“During August, McDonald’s global business faced several headwinds that impacted sales performance,” Chief Executive Officer Don Thompson said in a statement. “As a system, we are diligently working to effectively navigate the current market conditions to regain momentum.”
McDonald’s is dealing with a variety of issues around the globe. Its Asian restaurants were hit with supply shortages after a Chinese television report showed safety issues at OSI Group’s Shanghai Husi plant, which was then shut down. In Russia, some McDonald’s locations were forced to close temporarily after mass unscheduled inspections by Russia’s food safety watchdog.
The company has already laid out a variety of plans to try to improve its image, including new preparation stations in its kitchens, increased digital efforts and an updated Ronald McDonald.
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