BUZZ-TD Cowen 下调星巴克 PT 值,因 Z 世代活力减弱

路透中文
Oct 03, 2025
BUZZ-TD Cowen 下调<a href="https://laohu8.com/S/SBUX">星巴克</a> PT 值,因 Z 世代活力减弱

10月3日 - ** TD Cowen 将咖啡连锁店星巴克 SBUX.O (link) 的目标价从 95 美元下调至 88 美元

** 券商称 Z 世代劳动力市场疲软,失业率上升,工资增长放缓,影响了快餐店

** 补充说,年轻消费者越来越多地使用 GLP-1 药物减肥/治疗糖尿病,这对餐饮业的销售构成了轻微但不断增长的不利因素。

** 券商还称,投资者担心供过于求和竞争压力会导致经济放缓

** 40位分析师中有18位将该股评为 "买入 "或更高,17位 "持有",5位 "卖出";PT中值为96美元--数据由LSEG编制

** 截至上次收盘,该股今年下跌了 ~5

(为便利非英文母语者,路透将其报导自动化翻译为数种其他语言。由于自动化翻译可能有误,或未能包含所需语境,路透不保证自动化翻译文本的准确性,仅是为了便利读者而提供自动化翻译。对于因为使用自动化翻译功能而造成的任何损害或损失,路透不承担任何责任。)

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