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星巴克第三季度同店销售额下降2%,跌幅高于预期
Jin Rong Jie· 2025-07-30 01:28
星巴克第三季度营收为95亿美元。同店销售额下降2%,跌幅高于预期。净利润为5.583亿美元,同比大 幅下滑。调整后每股收益为50美分,不及分析师预期的65美分。中国市场同店销售额增长2%,是18个 月来首次实现增长。公司CEO表示复兴计划"进展超前",并将在2026年推出新品。为提振美国市场业 务,公司正在进行门店改革,包括缩短等候时间、更新菜单和重新装修。星巴克已将门店建设成本削减 了30%。公司将在未来一年为美国直营门店增加5亿美元的人力资源投入。 本文源自:金融界AI电报 ...
星巴克第三季度同店销售低于市场预期
Core Insights - Starbucks reported third-quarter revenue of $9.5 billion, with same-store sales declining by 2%, which was worse than expected [1] - Net profit fell significantly to $558.3 million year-over-year [1] - Adjusted earnings per share were $0.50, below analysts' expectations of $0.65 [1] Performance in China - Same-store sales in the Chinese market grew by 2%, marking the first increase in 18 months [1] Strategic Initiatives - The CEO stated that the revitalization plan is "ahead of schedule" and new products will be launched in 2026 [1] - To boost business in the U.S. market, the company is reforming stores, which includes reducing wait times, updating menus, and renovating locations [1] - Starbucks has reduced store construction costs by 30% [1] - The company plans to invest an additional $500 million in human resources for U.S. company-operated stores over the next year [1]
星巴克改革提速 中国同店销售重返增长 股价盘后涨4.6% | 财报见闻
Hua Er Jie Jian Wen· 2025-07-29 22:14
星巴克公司周二盘后公布第三季度财报显示,尽管该公司同店销售额和利润均低于市场预期,但该首席执行官尼科尔(Brian Niccol)表示,星巴克福星计 划"进展超前",而且中国市场自2023年以来首次录得增长,该公司股价周二盘后一度上涨4.6%。 以下是星巴克第三季度财报要点: 主要财务数据: 营收:星巴克第三季度营收为95亿美元,超出分析师预期的93.1亿美元。 同店销售额:星巴克第三季度同店销售额下降2%,跌幅高于StreetAccount预计的1.3%。 净利润:星巴克本第三季度归属于公司的净利润为5.583亿美元,合每股49美分,较去年同期的10.5亿美元或每股93美分大幅下滑。 调整后每股收益:星巴克第三季度调整后每股收益为50美分,不及分析师预期的65美分。 星巴克股价在盘后交易中一度上涨4.6%,涨幅随后收窄至3%左右。截至周二收盘,星巴克今年股价累计上涨1.9%,远低于标准普尔500指数8.3%的涨幅。 在过去一年半的时间里,星巴克经历了罕见的同店销售连续下滑,目前正处于全面改革阶段。自去年9月上任以来,尼科尔计划通过缩短等候时间、更新菜 单、重新装修门店以恢复座位区,从而提振美国市场业务。 尽 ...