BUZZ-券商观点:星巴克业绩超预期,再树标杆7月30日 - ** 星巴克(SBUX.O)已第二次上调其年度销售额 (link) 和利润预期,首席执行官布莱恩·尼科尔(Brian Niccol)多年来推动的业务转型举措重新点燃了这家全球最大咖啡连锁企业的需求
**SBUX 股价在盘前 交易 中 上涨 近4%,至108.50美元
让咖啡壶持续沸腾
** 摩根士丹利(维持“增持”评级,目标价:115美元) 指出,星巴克每股收益大幅超出预期部分得益于一次性关税退税,这使得盈利改善的可持续性仍存疑问
** 多伦多道明考恩证券(TD Cowen)(评级“买入”,目标价:120美元) 指出,得益于关税退税及各业务板块的强劲表现,星巴克北美同店销售额超出预期,且经调整后盈利超出市场预期
** 杰富瑞(Jefferies)(评级“持有”,目标价:101美元) 指出,受日本和英国市场表现强劲的带动,国际同店销售额超出预期;同时,国际整体需求表现稳健,而中国市场仍相对疲软
** 晨星(公允价值:86美元) 指出,宏观经济的不确定性并未阻碍星巴克(SBUX)的业务复苏,并补充称,该公司在服务、菜单、营销及门店升级方面的投入正在增强客户参与度并重塑品牌形象
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