Starbucks (SBUX) shares rallied 6.9% in the last trading session to close at $79.27. This move can be attributable to notable volume with a higher number of shares being traded than in a typical session. This compares to the stock's 6.9% loss over the past four weeks.Shares of Starbucks jumped after Elliott Investment Management purchased a sizeable minority stake in the coffee chain. Per the report, the purchase has given a gentle push to the stock price performance, which has been navigating a challenged ...

Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Nike and Starbucks. The Motley Fool recommends the following options: long January 2025 $47.50 calls on Nike. The Motley Fool has a disclosure policy.Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are u ...

文章核心观点 - 知名投资公司Elliott Investment Management已经获得了Starbucks公司的"可观"股份 [2][3] - Elliott Investment Management正在敦促Starbucks管理层采取措施来提高公司股价,因为Starbucks股价最近一年下跌了21% [4] - Starbucks公司的扩张已经接近饱和,同时中国市场的经济困难也对公司业务造成了不利影响 [5] 公司概况 - Starbucks是一家知名的连锁咖啡店运营商 [2] - Starbucks公司股价最近一年下跌了21%,今年以来下跌超过17% [4] 行业分析 - 随着Starbucks扩张接近饱和,公司难以仅靠扩张来推动业绩增长 [5] - 中国市场的经济困难对Starbucks的业务造成了不利影响 [5]

Activist investor Elliott Investment Management has reportedly built a sizable position in Starbucks — sending the coffee chain’s stock soaring late in Friday’s trading day.Elliott has reportedly been pushing Starbucks – which has faced criticism over long wait times – to find new ways to boost its stock price, according to the the Wall Street Journal, which first reported the Elliott’s stake. The Seattle-based coffee giant’s stock jumped nearly 7%, to $79.27, on the news. But the company’s shares are down ...

Elliott Management has taken a significant stake in coffee chain Starbucks and is engaging with management to find ways to improve the company's share price, the Wall Street Journal reported Friday, citing people familiar with the matter.Representatives for Elliott did not return a request for comment. A Starbucks spokesperson said the company does not comment on rumors and speculation. Starbucks shares jumped 5% on the news.Elliott is one of the most prolific activist investors and one of the largest hedge ...

文章核心观点 - 尽管Starbucks股价下跌40%,但公司仍有投资机会[2][3] - Starbucks拥有强大的品牌优势,体现在其全球知名度和定价能力[4][5][6] - Starbucks业务持续盈利,经营利润率稳定,为股东带来稳定的资本回报[7][8][9] - Starbucks仍有较大的门店扩张空间,特别是在中国市场,同时还将通过成本控制、产品创新等提升财务表现[10][11][12] - 目前Starbucks股价估值较低,是一个不错的投资时机[13][14] 行业总结 - 餐饮行业竞争激烈,但Starbucks凭借强大的品牌优势脱颖而出[4][5][6] - 行业内公司普遍具有持续盈利能力,这有利于为股东提供稳定的回报[7][8][9] - 行业内龙头企业仍有较大的扩张空间,同时也在不断优化运营提升业绩[10][11][12] 公司总结 - Starbucks是一家知名度极高的全球性连锁咖啡店品牌[4][5] - 公司具有较强的定价能力和持续盈利能力,为股东带来稳定的回报[6][7][8][9] - 公司仍有较大的门店扩张空间,特别是在中国市场,同时也在优化运营提升业绩[10][11][12] - 目前公司股价估值较低,是一个不错的投资时机[13][14]

文章核心观点 - 星巴克与梅赛德斯-奔驰达成协议,在美国100家星巴克门店提供电动车充电设施 [1] - 该计划的第一阶段将在西海岸I-5公路沿线的星巴克门店安装充电设施 [1] - 星巴克表示,在其1000多家门店附近都有充电设施 [1] - 梅赛德斯-奔驰去年表示将加入特斯拉的北美充电系统网络 [1] 根据相关目录分别进行总结 行业动态 - 星巴克与梅赛德斯-奔驰合作在美国100家门店提供电动车充电设施 [1] - 该计划的第一阶段将在西海岸I-5公路沿线的星巴克门店安装充电设施 [1] - 星巴克表示,在其1000多家门店附近都有充电设施 [1] - 梅赛德斯-奔驰去年表示将加入特斯拉的北美充电系统网络 [1] 公司动态 - 星巴克与梅赛德斯-奔驰达成协议,在美国100家星巴克门店提供电动车充电设施 [1] - 星巴克表示,在其1000多家门店附近都有充电设施 [1]

Starbucks has teamed with Mercedes-Benz to bring electric vehicle (EV) charging to its stores.The collaboration with Mercedes-Benz High-Power Charging, announced Wednesday (July 17), will place chargers at more than 100 Starbucks stores across the country, starting along Interstate 5, “a critical west coast travel corridor,” Starbucks said in a news release.The companies say the chargers will be placed in “core urban areas and charging deserts,” with more locations to be identified, including areas along th ...

文章核心观点 - 星巴克(Starbucks)股价在上半年下跌19%,公司正在努力提高销售额,但似乎无法跟上不断变化的咖啡消费趋势 [2] - 作为行业巨头,星巴克的模式难以快速改变,这是其成功的一个缺点 [3] - 星巴克曾在2008年重新定义公司形象和模式,但疫情后的新趋势要求公司再次进行转型 [4][5] 公司经营情况总结 - 2024财年第二季度,销售额同比下降2%,可比销售额下降4%,营业利润率下降1.5个百分点至12.8%,每股收益下降14%至0.68美元 [6] - 会员计划表现出色,占美国早间业务的60%,公司正在采取措施提高速度和可用性 [8] - 公司正在推出新的更快速的设备、更小的门店以及新的饮品创新,以适应当前的市场需求 [9] 行业趋势分析 - 咖啡行业面临通胀压力,星巴克作为最昂贵的咖啡品牌之一,提价空间有限,面临来自新连锁店和专业公司的竞争 [7] - 尽管面临挑战,但星巴克仍有吸引力,股息收益率3%,市盈率仅21倍,可能吸引价值投资者 [10]

文章核心观点 - 2024年耐克和星巴克股价均下跌超20%，需对比二者近期财务结果、资产负债表、股息和估值来确定哪只股票更值得购买，综合来看耐克因更强现金状况和稳定收益是更好选择 [1][8] 公司营收与利润 - 耐克和星巴克自公布最近季度财报后股价均下跌约15% [2] - 2024财年第四季度（截至5月31日）耐克净销售额126亿美元，同比下降2%，主要因生活方式业务下滑、数字销售下降10%和中国需求疲软，CFO称未来几个季度有挑战 [2] - 2024财年第二季度（截至3月31日）星巴克可比销售额下降3%，交易次数减少7%，净销售额85.6亿美元，同比下降1.8%，管理层归咎于门店客流量下降和中国需求疲软，并下调2024财年收入增长和每股收益增长指引 [2] - 耐克最近报告季度净收入15亿美元，同比增长45%，部分得益于毛利率扩大1.1%；星巴克2024财年第二季度净收入7.72亿美元，同比下降15% [2] - 考虑到耐克在销售放缓情况下仍实现毛利率和净收入增长，此方面耐克更优 [3] 公司股息情况 - 耐克和星巴克作为成熟公司，通过股息和股票回购向股东返还资本 [4] - 耐克目前季度股息为每股0.37美元，年收益率2%，已连续23年支付并提高股息 [4] - 星巴克季度股息为每股0.57美元，年收益率3.1%，已连续13年提高股息 [4] - 耐克派息率28.2%远低于星巴克的60.3%，投资者可合理预期耐克近期股息会增加 [5] - 两家公司股票回购计划表现一般，过去三年流通股减少均不到1% [5] - 因星巴克年收益率较高，此方面星巴克更优 [6] 公司财务健康 - 耐克净现金27亿美元，现金状况优越，同比增长498%；星巴克净债务131亿美元，净债务同比恶化约8% [7] - 过去12个月耐克获得1.61亿美元利息收入，星巴克产生4.46亿美元利息支出，高利率环境下星巴克未来利息支出可能增加，耐克可用现金赚取额外收入 [7] - 此方面耐克优势明显 [7] 公司估值与投资建议 - 耐克和星巴克远期市盈率处于或接近三年低点，表明两只股票估值较低，耐克远期市盈率23.1倍，星巴克20.8倍 [8] - 若需二选一，耐克因更强现金状况和稳定收益是更好选择 [8]