📰 ReutersReutersCodex · 实盘不做把握 6/10
北京时间·🕒 发布 15:06:52时区推断·⟳ 抓取 15:08:28·⚡ 决策 07-28 15:09:30 +1m02s·91.4 天前
SSP集团三季度销售增长4%并维持全年目标，但中东冲突拖累区域业务
公司维持全年目标且三季度固定汇率销售同比增长4%，但这属于例行交易更新，缺少明显超预期增量。
📄 原文Reuters↗ 原文
Upper Crust chain owner SSP Group (SSPG.L) said it remains on track to meet its full-year target and reported strong t…
不做 SSP Group（SSPG.GB）
例行交易更新且仅维持全年目标，销售增长与中东拖累并存，缺少足以支持盘前追多或做空的明确超预期 edge。
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研究档案
🔎 新鲜度:最早出现 2026-07-28 · 扩散 medium · price-in 风险 medium ↗
关键理由
- 公司维持全年目标且三季度固定汇率销售同比增长4%，但这属于例行交易更新，缺少明显超预期增量。
- 英国及爱尔兰同店销售增长11%，但APAC & EEME销售下滑2%、海湾市场仅约为去年同期65%，正负因素并存。
主要风险
- 中东冲突导致客流下降仍在拖累区域业务，可能限制短线重估空间。
原文全文
展开原文 · 1,168 字
Upper Crust chain owner SSP Group (SSPG.L) said it remains on track to meet its full-year target and reported strong third-quarter sales on Tuesday, as robust trading in the UK and Ireland offset a slump in parts of its business caused by the Middle East conflict.
Here are some details:
SSP, which operates food outlets at airports and train stations worldwide, reported sales growth of 4% year-on-year on a constant-currency basis in the three months ended June 30.
"This performance reflected sustained quarter-on-quarter trading momentum in three of our four regions but a significant contraction in passenger numbers in our APAC & EEME region due to the conflict in the Middle East," the group said.
In the Gulf, SSP said the markets traded at about 65% of prior-year levels during the quarter, with lower passenger numbers also hitting key travel hubs across the region.
Like-for-like sales growth in UK & Ireland stood at 11%, supported by seasonal demand and a stronger customer offering.
North America sales rose 2% on like-for-like basis, while APAC & EEME (Asia Pacific, the Eastern Mediterranean and the Gulf) sales decreased 2%.
Here are some details:
SSP, which operates food outlets at airports and train stations worldwide, reported sales growth of 4% year-on-year on a constant-currency basis in the three months ended June 30.
"This performance reflected sustained quarter-on-quarter trading momentum in three of our four regions but a significant contraction in passenger numbers in our APAC & EEME region due to the conflict in the Middle East," the group said.
In the Gulf, SSP said the markets traded at about 65% of prior-year levels during the quarter, with lower passenger numbers also hitting key travel hubs across the region.
Like-for-like sales growth in UK & Ireland stood at 11%, supported by seasonal demand and a stronger customer offering.
North America sales rose 2% on like-for-like basis, while APAC & EEME (Asia Pacific, the Eastern Mediterranean and the Gulf) sales decreased 2%.
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