异动解读 | 星巴克盘中大涨7.63%,Q2财报全线超预期并上调全年业绩指引

异动解读
Yesterday

星巴克(SBUX)今日盘中大涨7.63%,引起了市场的广泛关注。

消息面上,此次股价大幅上涨主要得益于公司发布的2026财年第二季度财报全面超出市场预期。财报显示,星巴克第二季度全球同店销售额增长6.2%,显著高于分析师预期;营收达到创纪录的95.3亿美元,同比增长8.8%;归属于公司的净利润录得5.109亿美元,同比大幅攀升33%。

与此同时,星巴克管理层上调了全年业绩指引,将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。首席执行官布莱恩·尼科尔主导的“回归星巴克”战略通过简化菜单、缩短等候时间及增加员工配置等措施,成功吸引各收入群体顾客回归,客流量显著增长,标志着公司转型初见成效。此外,财报发布后,多家投行上调了星巴克的目标股价,进一步提振了市场信心。

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