70 of the Top 100 Most-Watched TV Shows are NFL Games

美国收视率最高的100个电视节目中有70个是NFL赛事

—in a typical year in the U.S. It shows how much TV companies need live football, especially with streaming services like Netflix (NFLX) competing for viewers of scripted shows.

这说明美国人有多爱看体育赛事。也说明电视公司需要获得橄榄球实况转播业务，尤其是在Netflix (NFLX)等流媒体服务供应商正在抢夺电视剧集观众的情况下。

That gives the NFL leverage. The current set of nine-year NFL rights will expire in 2023, and networks like Walt Disney ’s (DIS) ESPN, CBS (CBS), Fox (FOXA), and Comcast ’s (CMCSA) NBC are expected to be big bidders. One analyst sees the next rights package’s cost rising 40%, to $60 billion.

美国职业橄榄球大联盟(NFL)或许会因此受益。目前NFL的九年转播权将于2023年到期，预计迪士尼(Disney, DIS)旗下的ESPN、CBS (CBS)，福克斯(Fox, FOXA)和康卡斯特(Comcast, CMCSA)旗下的NBC等大型电视网络都会竞标。一名分析师认为，NFL下一个转播权的成本可能会上升40％，达到600亿美元。

Restaurant Brands International Stock Has Climbed 47%

Restaurant Brands International股价飙升47％

—this year. The company (ticker: QSR) owns the Burger King, Popeyes, and Tim Hortons franchises. It’s not just because of the splash that Popeyes’ new chicken sandwich is making on social media. Other fast-food and quick-service chains like McDonald’s (MCD), Wendy’s (WEN), and Yum! Brands(YUM) have also seen their stocks outperform in 2019.

今年目前为止，Restaurant Brands International (QSR)已经累计上涨47%。该公司拥有汉堡王(Burger King)、Popeyes和Tim Hortons的特许经营权。该公司股价上涨不仅仅是因为Popeyes的新鸡肉三明治在社交媒体上引起轰动。麦当劳(McDonald's, MCD)、Wendy's (WEN)和百胜餐饮(Yum! Brands, YUM)等其他快餐及便利服务连锁店的股票今年的表现也好于大盘。

What’s behind the restaurants’ booming business—and stocks? Low unemployment, rising wages, and consumers’ desire to spend money on experiences rather than things.

这些餐厅业务蓬勃发展的股价上涨背后的原因是什么？低失业率、工资上涨、以及消费者更愿意把钱花在服务体验上，而不是把钱花在其他地方。

Lyft Stock Has Dropped 35% Since its IPO in March

3月份进行IPO以来Lyft股价已下跌35％

Investors have soured on the ride-hailing company’s hefty losses. But now, one analyst says it’s time to buy. Lyft (LYFT) raised prices in late June, and Guggenheim Securities is predicting that those recent hikes won’t materially hurt demand.

投资者对这家叫车公司的巨额亏损感到失望。但一名分析师称现在是买入该股的时候了。6月底Lyft (LYFT)提高了价格，Guggenheim Securities预计近期的涨价不会对该公司需求造成实质性影响。

Keeping more revenue per ride is a key element of the plans of both Lyft andUber (UBER). So far, both have been happy to lose money on average on each ride to get people hooked. But that strategy can’t last forever.

从每位乘客身上获得更多收入是Lyft和优步(Uber, UBER)盈利计划的关键要素。到目前为止，两家公司为了吸引乘客似乎不介意赔钱，但这种策略不可能永远实施下去。

翻译 | Anqi

版权声明：

《巴伦》(barronschina) 原创文章，未经许可，不得转载。英文版见2019年8月27日报道“Restaurant Brands International’s 47% Climb, and Two More Numbers to Know”。

（本文内容仅供参考，投资建议不代表《巴伦》倾向；市场有风险，投资须谨慎。）