Sign in

    Hildy Ling • Morgan Stanley

    Hildy Ling's questions to Super Hi International Holding Ltd (HDL) leadership

    Hildy Ling's questions to Super Hi International Holding Ltd (HDL) leadership • Q4 2024

    Question

    Hildy Ling from Morgan Stanley inquired about Super Hi's pricing power and average customer spending trends amid potential consumption pressures, the outlook for table turnover rates in 2025, and the company's localization strategy regarding both employee composition and the percentage of non-Chinese customers.

    Answer

    CEO Lijuan Yang stated the company will not easily increase prices, instead focusing on value through menu optimization and supply chain management, while granting regional managers pricing flexibility. CFO Cong Qu expressed confidence in improving table turnover by enhancing customer loyalty, extending operating hours, and creating unique dining experiences like nightclub-themed decor. Regarding localization, an executive noted that 20-30% of employees and managers are local, and while the overall customer mix is stable, some U.S. stores have successfully attracted more local patrons.

    Ask Fintool Equity Research AI

    Hildy Ling's questions to Super Hi International Holding Ltd (HDL) leadership • Q4 2024

    Question

    Hildy Ling from Morgan Stanley inquired about Super Hi's pricing power and average customer spending amid potential consumption pressures, the 2025 forecast for table turnover rates and improvement strategies, and the degree of localization in its employee and customer base.

    Answer

    CEO Lijuan Yang stated the company will not easily increase prices, focusing instead on value, menu optimization, and flexible regional pricing. CFO Cong Qu expressed confidence in improving table turnover through management optimization, extended hours, and enhanced dining experiences. He also noted that 20-30% of employees and managers are local, and the customer mix is stable, with successful local outreach in some U.S. stores.

    Ask Fintool Equity Research AI