Direct research | Longda Food (002726.SZ): about 600 new dealers in small and medium B are expected to have more than 1.3 billion prefabricated dishes for the whole year.

Zhitong Financial APP learned that 002726.SZ pointed out in a survey on November 7 and 8 that there are expected to be 4-5 items with sales of more than 100 million this year. According to the introduction of Longda cuisine, large items such as fat sausage, small crispy meat, bacon and so on, among which the growth rate of fat intestines is faster. In addition, this year, focus on combing the small and medium-sized B dealer system, about 600 new dealers, driving the rapid growth of Q3 prepared food business. Looking to the future, the company's prefabricated food business revenue in the first three quarters is about 900 million yuan, single Q3 revenue is close to 400 million yuan, the absolute value of revenue increased month-on-month. It is expected that the income growth rate of Q4 will not be lower than that of Q3, and the year-round items of prepared dishes

Zhitong FinanceNov 11, 2022 15:55