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McDonald's Builds Out Beverage Strategy: Will It Aid Traffic Rebound?
ZACKS· 2025-07-17 22:31
Key Takeaways MCD sees high-margin beverages as a growth pillar, alongside beef and chicken, under its new structure. Learnings from CosMc's suggest preset drinks with light tweaks reduce complexity and boost appeal. New category leads will likely fast-track beverage innovation across ops, marketing and supply chain.McDonald’s Corporation (MCD) is sharpening its focus on the high-margin beverage category in a bid to reinvigorate traffic and elevate average check size across its global system. Drawing key ...
Is Costco Stock Worth Buying at $1,000?
The Motley Fool· 2025-07-13 03:39
股价表现与市场对比 - Costco股价在过去五年上涨200% 显著跑赢同期标普500指数涨幅[1] - 股价从52周高点1078美元回落至970美元(截至7月11日)[1] 营收增长趋势 - 2010-2019财年营收年化增长率约8% 2019-2024财年加速至11%[1][2] - 2025财年前三季度总销售额同比增长8% 低于五年平均增速[11] 商业模式优势 - 拥有8000万付费会员家庭 会员费构成主要利润来源[4] - 低价销售策略形成竞争护城河 该模式成功运行四十年[4] - 全球仅914个仓库 远少于家得宝等同行 仍有扩张空间[5] 增长驱动因素 - 电商业务同比增长16%(上季度) 持续贡献双位数增长[6] - 非食品类销售表现强劲 珠宝/玩具/家居用品均实现双位数增长[7][8] - 计划在瑞典/日本/韩国/加拿大等优质市场新增24个仓库(2024财年)[5] 估值水平分析 - 当前股价对应54倍前瞻市盈率 显著高于标普500的26倍[9] - 估值较五年平均市盈率44倍溢价明显[10] - 分析师预计长期盈利年化增速9% 与高估值存在不匹配风险[11]