星巴克:北美绿围裙服务模型或提振客流 中国同店转正

中金公司
Yesterday

3QFY25 的Non-GAAP EPS 低于市场一致预期星巴克公布3QFY25 业绩。收入94.56 亿美元,同比+3.8%,EPS 为0.5美元,同比-46%。3Q 收入略超一致预期(主因北美同店略好于预期),但由于北美经营利润率低于预期+所得税率高于预期,EPS 低于市场预期。北美: 收入69.3 亿美元,同比+2%。季度末门店数量为18734 家,同比+3%。北美同店为-2%,其中交易量-...

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