mysondanube Investment Thesis Business Overview (Brief) Starbucks (NASDAQ:SBUX) has somehow managed to achieve one of the strongest brands in the world, built not just on coffee, but on a broader coffee-centric experience. More than just brewing, their strategy revolves around menu innovation, featuring diverse hot and cold drinks, caffeine and alternative options, and a range of breakfast, snack, and lunch items. This approach has rewarded them handsomely, capturing a dominant 41.5% market share in the cof ...

公司业绩 - Starbucks Corporation (NASDAQ:SBUX)自2003年以来的年复合增长率为18.6%，远高于标普500指数的10.0%[6] - 公司预计在2024财年将实现17%的每股收益增长，2025和2026财年分别为16%的增长[17] - 目前公司的市盈率为25.1x，低于历史上的31.8x，即使假设市盈率回升至31.8x，也能够获得28.5%的年回报率[19][21] - Starbucks在2023年9月将股息提高了7.5%，五年的股息复合年增长率为10.4%[26] - 公司在最近的第四季度取得了强劲增长，全球可比店铺销售增长了8%，营收增长了9%[33][34][36] - 公司预计2024财年全球可比销售增长为5%-7%，美国可比销售增长为5%-7%，营收增长为10%-12%[38][39][40] 市场环境 - 公司承认中国市场的复苏速度低于预期，反映了更广泛的经济挑战[45] - 中国经济面临巨大压力[46] - 美国消费者信心指数显示消费者信心[47] - 地缘政治紧张局势对公司运营产生影响，特别是在受冲突影响的地区[49] - 公司认识到地缘政治动态对其运营的影响，尤其是在一些国家受到某些政治团体抵制的影响[50] 公司发展 - 公司在供应链方面取得了改善，但仍面临着中断和挑战[51] - 公司的营运利润率已经稳定，并在2024年出现了“渐进式扩张”[55] - 公司正在大力投资于增长，这可能在周期性挑战开始消退时提高利润率和盈利增长[56] - 公司在数字化运营方面取得了成功，并正在进行数字创新方面的转型[57] - 公司计划在未来五年内将其7500万会员翻倍[61] - 公司正在与微软、苹果、达美航空和亚马逊等行业关键参与者合作[60] - 公司看到下午时段饮品和食品销售的增长机会，并计划推出定制和创新产品[64] - 公司看到国际市场特别是拉丁美洲、欧洲大陆、东南亚、印度、中东和非洲地区的巨大潜力[70] - 公司正在积极解决供应链问题，并有300亿美元的生产力计划[77] - 公司的增长预期很高，投资于增长应保持未来增长率高和客户满意度高[82] - 我认为公司将继续稳步增长其股息，并享受高额资本收益，使其成为一个长期投资的好选择[83]

It might be hard to forget a coffee chain as ubiquitous as Starbucks (SBUX -0.60%) -- which seemingly sits on every third corner you pass -- but there are some good reasons to look into its smaller competitors, too.One up-and-comer now is Dutch Bros (BROS 0.32%) The Oregon-based drive-thru coffee chain aims to stand out with its blend of customer friendliness, distinctive drinks, and fast growth.After sliding from its initial public offering price in 2021, the stock has staged a partial rebound. Can Dutch B ...

Mario Tama/Getty Images News JPMorgan estimates consumers still have roughly $1 trillion in excess savings from the pandemic. Indeed, recent US Retail Sales reports have been strong, though holiday spending verified a tad light compared to estimates (+3.1% as reported by Mastercard SpendingPulse vs the +3% to +4% National Retail Federation forecast). What’s more, data out of China has been soft lately, a headwind to large multinational consumer companies with significant presence in that region. Amid t ...

星巴克公司股价表现 - 星巴克公司（SBUX）股价在过去一年下跌了10.7%[1] 星巴克公司2024财年预期 - 预计星巴克公司在2024财年的销售将增长10%[2] - 预计星巴克公司在2024财年的盈利将增长17%[2] 星巴克公司门店数量计划 - 星巴克计划在2024财年全球门店数量增长约7%[5] - 美国门店数量预计增长4%[5] - 中国门店数量预计增长13%[5]

Key PointsStarbucks stock is underperforming in the consumer sector despite having one of the strongest brand moats in the group.Analysts have taken notice of this valuation gap and are moving to give their opinion on where the price should be.Simple comparisons can help you determine the upside in the stock, which comes out at a nice double-digit rate.5 stocks we like better than StarbucksThe answer everyone is looking for in today's market is one that potentially positions portfolios in a way to benefit f ...

星巴克个人杯子政策 - 星巴克宣布，顾客可以在美国和加拿大所有公司经营的店铺和参与许可店铺使用自己的干净个人杯子，包括店内点单、驾驶通道、星巴克应用程序和咖啡店[1] - 星巴克是美国第一个提供顾客在移动订购时使用个人杯子选项的全国性咖啡馆。在加拿大，星巴克是第一个为所有饮料和所有尺寸提供顾客在移动订购时使用个人杯子选项的公司[2] - 顾客在参与的店铺带来任何干净的个人杯子，将获得饮料的$0.10折扣，而在美国，星巴克会员将获得25个额外星星[4]

ToplineStarbucks will now allow customers to use personal cups in all orders, including drive-thru and mobile orders, as part of the Seattle coffee goliath’s efforts to reduce its waste output driven largely by its iconic disposable coffee cups.FILE - The Starbucks logo is seen, March 14, 2017, on a shop in downtown Pittsburgh. (AP Photo/Gene ... [+] J. Puskar, File)Copyright 2017 The Associated Press. All rights reserved. Key FactsStarting today, Starbucks will expand its reusable cup program to allow cust ...

Legendary investor Warren Buffett advises to be fearful when others are greedy, and be greedy when others are fearful. One way we can try to measure the level of fear in a given stock is through a technical analysis indicator called the Relative Strength Index, or RSI, which measures momentum on a scale of zero to 100. A stock is considered to be oversold if the RSI reading falls below 30.Start slideshow: 10 Oversold Stocks You Should Know About »In trading on Tuesday, shares of Starbucks entered into overs ...

星巴克在以色列-哈马斯冲突中的立场 - 星巴克首席执行官认为最近一些咖啡店遭到破坏是基于对公司在以色列-哈马斯战争立场的“误解”[1] - 星巴克试图澄清其在以色列-哈马斯冲突中的立场，表示不同意工会表达的观点，并起诉工会进行商标侵权[5] - 星巴克在西雅图的Reserve Roastery遭到破坏，墙壁上喷涂着“Free Gaza”和“Free Palestine”，类似情况也发生在纽约市的几家星巴克门店[6]