星巴克(SBUX)今日盘后股价大幅上涨5.66%，引起了市场的广泛关注。
消息面上，星巴克于盘后发布了财年第二季度财报，其全球同店销售额增长6.2%，显著高于分析师预期的3.65%。同时，公司上调了全年业绩指引，预计2026财年经调整后每股收益将在2.25美元至2.45美元之间，高于此前预期的2.15美元至2.4美元；全年全球同店销售额增长预期也从3%或更高上调至5%。此外，公司近期对北美会员奖励计划实施了包括恢复会员等级制度、推出周一免费饮品定制活动在内的多项改革，旨在吸引价格敏感型消费者回流。
公司战略方面，星巴克持续推进“重返星巴克”战略，并借助AI技术提升用户体验。在中国市场，公司宣布自2026年下半年起，其零售业务将正式从直营模式调整为合资授权经营架构，这一调整旨在更有效地整合本土资源并提升市场渗透效率。多重利好因素叠加，共同推动了股价在盘后的强劲表现。
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