异动解读 | 财报全线超预期并上调全年指引,星巴克盘前大涨5.13%

异动解读
Yesterday

星巴克(SBUX)今日盘前股价大幅上涨5.13%,引起了市场的广泛关注。

消息面上,星巴克于前一交易日收盘后发布了2026财年第二季度财报,业绩全面超出市场预期。财报显示,公司第二财季全球同店销售额增长6.2%,显著高于分析师预期的3.65%;调整后每股收益为0.50美元,高于预期的0.43美元;营收达到95.3亿美元,亦超出预期。与此同时,公司上调了全年业绩指引,将全年全球同店销售额增长预期从此前的至少3%上调至至少5%,并将调整后每股收益预期区间从2.15-2.40美元上调至2.25-2.45美元。

此外,多家投行在财报发布后上调了星巴克的目标股价,反映出市场对其未来增长前景的信心增强。公司首席执行官布莱恩·尼科尔表示,本季度标志着“重回星巴克”战略取得成效,成为公司转型的拐点,强劲的业绩表现是推动股价上涨的主要动力。

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