It can also be seen from the performance of various retailers. who earn a significant amount of income, as a group “ALL CP” CP All Public Companies Limited or CPALL The country’s leading convenience store network “7-eleven” which has done an impressive job In the latest quarter of 2022, total revenue was 213,808 million baht, an increase of 64% YoY, and net profit of 3,676 million baht, a strong increase of 146% YoY.
Looking through the budget, we can see that the convenience store business has a total sales of goods and services of 90,417 million baht, an increase of 32.6% YoY, with each store selling an average of 76,612 baht per day.
whilesalesThe same store average this year has been increasing every quarter since the start of the year +13%, +14.2% and the latest +22.1% compared to the year 2019 where same store sales are +1.7% before diving heavily in the last year. 2 years. Next to the impact of COVID, in 2020, sales at the same price -14.5% and in 2021 still shrink -6.7%.
As for the purchase per bill, it is considered relatively stable at 82 baht from the first half of the year at 84 baht and in 2021 at 82 baht, while the number of customers per branch per day has also continued to improve, most recently which is 928 people compared to the year 2021. An average of 805 customers use the service every day after the cancellation of COVID control measures. And get merit also from measuresstimulate the economyand state use
Although the third quarter was a low season for the retail sector. due to the rainy season Causing spending to slow down, but this year’s CPALL is impressive. And it should continue to look good until the end of the year because the fourth quarter is considered high season, entering the New Year celebration period and welcoming the new year, the spending atmosphere will become more vigorous
And especially this year, there will be positive factors from major events. “World Cup 2022” Finally, Thai people will be able to watch live broadcasts of 64 matches after successfully negotiating with the International Football Federation (FIFA), which ends at $ 33 million plus 15% tax, which is a total of about 1,400 million baht from the first episode to beat the price at 1,600 million baht.
for money to buy it Copyright World Cup 2022 come from many parts The research and development fund for broadcasting business television business and telecommunications in the public interest (KTP) 600 million baht, and the rest is supported by the country’s huge private sector. True Corporation Limited or TRUE Public Company, PTT Public Company Limited or PTT and Thai Beverage Public Company Limited
believe that the atmospherecheering the world cupThis year will come back to life. After Thailand people have been holding back for a long time since the start of the epidemic But when the situation resolves, you will see the same atmosphere coming back, such as going out to cheer football in restaurants , beer gardens, etc.
or if anyone is watching at home The later the ball game. Many people can feel hungry. If you want something to try while cheering on football, think 7-Eleven would be a good choice. Because it is convenient, close to home, there are many foods and snacks to choose from. According to statistics during the World Cup, sales of CPALL are busy almost every year.
side Yuanta Securities he said the 24 hour convenience store business would directly benefit fromWorld Cup 2022 live streaming As this will lead to an increase in product sales, while in 2023, profits are expected to grow 38% YoY to 17.6 billion baht from 3 supporting factors, namely the increase in foreign tourists. faster consumption and slowing inflation
partDao Guarantees Net profit for 2022-2023 is forecast to be 14 and 19 billion baht, growing +11% and +30% YoY from 13 billion baht in 2021, with performance peaking in the fourth quarter of 2022 due to the high season and tourism that restores In addition, the gross profit margin accelerated after the increase in the product price. At the same time, based on the share of tourist income of 5%, if this group of customers returns, it will be an advantage to the forecast of about 300 million baht.
