vs
百胜餐饮集团（AKA）与Chewy, Inc.（CHWY）财务数据对比。点击上方公司名可切换其他公司
Chewy, Inc.的季度营收约是百胜餐饮集团的19.0倍（$3.1B vs $163.9M）。Chewy, Inc.净利率更高（1.9% vs -8.8%，领先10.7%）。Chewy, Inc.同比增速更快（8.3% vs 3.1%）。Chewy, Inc.自由现金流更多（$175.8M vs $-3.0M）。过去两年百胜餐饮集团的营收复合增速更高（18.5% vs 4.6%）
百胜餐饮集团是美国跨国快餐企业，1977年百事可乐收购肯德基、必胜客、塔可贝尔后将其整合为旗下子公司，1997年百事可乐剥离该业务后，这些品牌整合为独立的百胜集团。目前百胜集团运营肯德基、必胜客、塔可贝尔、哈比特汉堡等多个餐饮品牌，同时布局相关餐饮科技业务。
Chewy Inc.是总部位于美国佛罗里达州普兰泰申的宠物用品线上零售商，主营宠物食品及各类宠物相关产品，2019年于纽约证券交易所挂牌上市，股票代码CHWY，是北美知名的宠物电商平台，为宠物主提供丰富可靠的一站式宠物消费选购服务。
AKA vs CHWY — 直观对比
营收规模更大
CHWY
是对方的19.0倍
$163.9M
营收增速更快
CHWY
高出5.2%
3.1%
净利率更高
CHWY
高出10.7%
-8.8%
自由现金流更多
CHWY
多$178.8M
$-3.0M
两年增速更快
AKA
近两年复合增速
4.6%
损益表 — Q4 2025 vs Q3 2026
| 指标 | | |
|---|---|---|
| 营收 | $163.9M | $3.1B |
| 净利润 | $-14.5M | $59.2M |
| 毛利率 | 55.6% | 29.8% |
| 营业利润率 | -6.6% | 2.1% |
| 净利率 | -8.8% | 1.9% |
| 营收同比 | 3.1% | 8.3% |
| 净利润同比 | -55.0% | 1405.6% |
| 每股收益（稀释后） | $-1.35 | $0.14 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收AKACHWY
| Q4 25 | $163.9M | $3.1B | ||
| Q3 25 | $147.1M | $3.1B | ||
| Q2 25 | $160.5M | $3.1B | ||
| Q1 25 | $128.7M | $3.2B | ||
| Q4 24 | $159.0M | $2.9B | ||
| Q3 24 | $149.9M | $2.9B | ||
| Q2 24 | $148.9M | $2.9B | ||
| Q1 24 | $116.8M | $2.8B |
净利润AKACHWY
| Q4 25 | $-14.5M | $59.2M | ||
| Q3 25 | $-5.0M | $62.0M | ||
| Q2 25 | $-3.6M | $62.4M | ||
| Q1 25 | $-8.3M | $22.8M | ||
| Q4 24 | $-9.4M | $3.9M | ||
| Q3 24 | $-5.4M | $299.1M | ||
| Q2 24 | $-2.3M | $66.9M | ||
| Q1 24 | $-8.9M | $34.3M |
毛利率AKACHWY
| Q4 25 | 55.6% | 29.8% | ||
| Q3 25 | 59.1% | 30.4% | ||
| Q2 25 | 57.5% | 29.6% | ||
| Q1 25 | 57.2% | 28.5% | ||
| Q4 24 | 55.9% | 29.3% | ||
| Q3 24 | 58.0% | 29.5% | ||
| Q2 24 | 57.7% | 29.7% | ||
| Q1 24 | 56.2% | 28.2% |
营业利润率AKACHWY
| Q4 25 | -6.6% | 2.1% | ||
| Q3 25 | -1.0% | 2.2% | ||
| Q2 25 | -0.3% | 2.5% | ||
| Q1 25 | -4.2% | -0.3% | ||
| Q4 24 | -1.8% | 0.9% | ||
| Q3 24 | -1.4% | 1.1% | ||
| Q2 24 | 0.4% | 2.2% | ||
| Q1 24 | -5.2% | -0.7% |
净利率AKACHWY
| Q4 25 | -8.8% | 1.9% | ||
| Q3 25 | -3.4% | 2.0% | ||
| Q2 25 | -2.3% | 2.0% | ||
| Q1 25 | -6.5% | 0.7% | ||
| Q4 24 | -5.9% | 0.1% | ||
| Q3 24 | -3.6% | 10.5% | ||
| Q2 24 | -1.5% | 2.3% | ||
| Q1 24 | -7.6% | 1.2% |
每股收益（稀释后）AKACHWY
| Q4 25 | $-1.35 | $0.14 | ||
| Q3 25 | $-0.46 | $0.14 | ||
| Q2 25 | $-0.34 | $0.15 | ||
| Q1 25 | $-0.78 | $0.07 | ||
| Q4 24 | $-0.88 | $0.01 | ||
| Q3 24 | $-0.51 | $0.68 | ||
| Q2 24 | $-0.22 | $0.15 | ||
| Q1 24 | $-0.85 | $0.08 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $20.3M | $701.5M |
| 总债务越低越好 | $111.1M | — |
| 股东权益账面价值 | $97.8M | $469.4M |
| 总资产 | $397.4M | $3.3B |
| 负债/权益比越低杠杆越低 | 1.14× | — |
8季度趋势，按日历期对齐
现金及短期投资AKACHWY
| Q4 25 | $20.3M | $701.5M | ||
| Q3 25 | $23.4M | $591.8M | ||
| Q2 25 | $23.1M | $616.4M | ||
| Q1 25 | $26.7M | $596.7M | ||
| Q4 24 | $24.2M | $507.5M | ||
| Q3 24 | $23.1M | $695.0M | ||
| Q2 24 | $25.5M | $1.1B | ||
| Q1 24 | $21.9M | $1.1B |
总债务AKACHWY
| Q4 25 | $111.1M | — | ||
| Q3 25 | $111.3M | — | ||
| Q2 25 | $108.7M | — | ||
| Q1 25 | $119.9M | — | ||
| Q4 24 | $111.7M | — | ||
| Q3 24 | — | — | ||
| Q2 24 | $106.9M | — | ||
| Q1 24 | $103.6M | — |
股东权益AKACHWY
| Q4 25 | $97.8M | $469.4M | ||
| Q3 25 | $110.1M | $389.9M | ||
| Q2 25 | $114.1M | $375.6M | ||
| Q1 25 | $111.5M | $261.5M | ||
| Q4 24 | $117.6M | $223.4M | ||
| Q3 24 | $136.9M | $486.7M | ||
| Q2 24 | $136.6M | $642.9M | ||
| Q1 24 | $135.5M | $510.2M |
总资产AKACHWY
| Q4 25 | $397.4M | $3.3B | ||
| Q3 25 | $411.3M | $3.1B | ||
| Q2 25 | $410.8M | $3.1B | ||
| Q1 25 | $396.6M | $3.0B | ||
| Q4 24 | $385.2M | $3.0B | ||
| Q3 24 | $404.1M | $3.1B | ||
| Q2 24 | $388.8M | $3.2B | ||
| Q1 24 | $355.8M | $3.2B |
负债/权益比AKACHWY
| Q4 25 | 1.14× | — | ||
| Q3 25 | 1.01× | — | ||
| Q2 25 | 0.95× | — | ||
| Q1 25 | 1.08× | — | ||
| Q4 24 | 0.95× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 0.78× | — | ||
| Q1 24 | 0.76× | — |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $1.7M | $207.9M |
| 自由现金流经营现金流 - 资本支出 | $-3.0M | $175.8M |
| 自由现金流率自由现金流/营收 | -1.9% | 5.6% |
| 资本支出强度资本支出/营收 | 2.9% | 1.0% |
| 现金转化率经营现金流/净利润 | — | 3.51× |
| 过去12个月自由现金流最近4个季度 | $-633.0K | $487.0M |
8季度趋势，按日历期对齐
经营现金流AKACHWY
| Q4 25 | $1.7M | $207.9M | ||
| Q3 25 | $4.7M | $133.9M | ||
| Q2 25 | $11.9M | $86.4M | ||
| Q1 25 | $-1.9M | $207.5M | ||
| Q4 24 | $7.0M | $183.5M | ||
| Q3 24 | $-2.1M | $123.4M | ||
| Q2 24 | $3.5M | $81.9M | ||
| Q1 24 | $-7.7M | $98.9M |
自由现金流AKACHWY
| Q4 25 | $-3.0M | $175.8M | ||
| Q3 25 | $317.0K | $105.9M | ||
| Q2 25 | $7.4M | $48.7M | ||
| Q1 25 | $-5.3M | $156.6M | ||
| Q4 24 | $3.1M | $151.8M | ||
| Q3 24 | $-7.1M | $91.5M | ||
| Q2 24 | $1.5M | $52.6M | ||
| Q1 24 | $-8.4M | $66.5M |
自由现金流率AKACHWY
| Q4 25 | -1.9% | 5.6% | ||
| Q3 25 | 0.2% | 3.4% | ||
| Q2 25 | 4.6% | 1.6% | ||
| Q1 25 | -4.1% | 4.8% | ||
| Q4 24 | 2.0% | 5.3% | ||
| Q3 24 | -4.7% | 3.2% | ||
| Q2 24 | 1.0% | 1.8% | ||
| Q1 24 | -7.2% | 2.3% |
资本支出强度AKACHWY
| Q4 25 | 2.9% | 1.0% | ||
| Q3 25 | 3.0% | 0.9% | ||
| Q2 25 | 2.8% | 1.2% | ||
| Q1 25 | 2.7% | 1.6% | ||
| Q4 24 | 2.5% | 1.1% | ||
| Q3 24 | 3.3% | 1.1% | ||
| Q2 24 | 1.3% | 1.0% | ||
| Q1 24 | 0.6% | 1.1% |
现金转化率AKACHWY
| Q4 25 | — | 3.51× | ||
| Q3 25 | — | 2.16× | ||
| Q2 25 | — | 1.38× | ||
| Q1 25 | — | 9.10× | ||
| Q4 24 | — | 46.66× | ||
| Q3 24 | — | 0.41× | ||
| Q2 24 | — | 1.22× | ||
| Q1 24 | — | 2.89× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
