文 /巴九灵（微信公众号：吴晓波频道） 直播间里的"韭菜"悲喜剧 点击按钮▲立即收听 " 真正亏损的或许不是金钱，而是对捷径致富的虚妄幻想。 " 小城市宝妈白女士在家带了几年孩子，觉得生活有些沉闷，想找点事"证明自己"。她想起了小时候的梦想，是长大"开间漂亮的店"。 不久前，她在网上刷到一家网红餐厅的加盟广告。去品牌总部所在城市考察时，门店生意肉眼可见的"火爆"。陪同的招商经理告诉她，做得好一天 能卖2万。 白女士的遭遇并非孤例。在博主"勇哥餐饮创业说"的直播间里，连麦者的踩坑经历层出不穷： 有人被"肯德基、德克士之后的"第四代中式汉堡"概念打动，掏出45万全部积蓄加盟；有公司借《哪吒2》热度包装"哪吒饮料"，推广时还以"蹭 《哪吒3》热度"为由催促签约；山西一位宝妈斥资23万，在学校旁开起"中药奶茶店"，菜单上赫然出现与学生群体严重脱节的"六味地黄饮"。 图源：抖音 在白女士的理解里，"一天卖2万"意味着"一天能赚2万"，她心动了！ 先交了8万9的加盟费，给前来"选址"的老师包了1万5红包，又给总部派来教出品的"带店老师"塞了9000。铺面选在县城商场四楼的一个角落，月 租一万五。 紧接着，装修说图吉利要全 ...

Company Overview - Starbucks Corporation (NASDAQ:SBUX) is a leading retailer of coffee, tea, and other beverages, as well as food products, operating through its stores and licensed outlets. The company's brands include Starbucks Coffee, Teavana, Seattle's Best Coffee, Ethos, and Starbucks Reserve [2]. Recent Performance - The company experienced a significant upside surprise in same-store sales, indicating strong performance compared to the previous year. This positive development is attributed to the leadership of CEO Brian Niccol, who took over in August 2024 with a focus on improving service speed to deliver coffee in four minutes or less [1]. Market Sentiment - Jim Cramer expressed a bullish outlook on Starbucks stock, highlighting that the Charitable Trust holds a "huge position" in it. Despite a subsequent pullback in stock price after the earnings report, the overall sentiment remains positive, suggesting that Wall Street is beginning to recognize the company's potential [1].

Core Viewpoint - BMO Capital has raised the price target for Starbucks (SBUX) to $120 from $115 while maintaining an Outperform rating, indicating strong confidence in the company's turnaround plan and significant earnings per share (EPS) growth potential in the coming years [1] Group 1 - The company's Investor Day reaffirmed confidence in its turnaround strategy and growth potential [1] - Starbucks's fiscal year 2028 targets are deemed achievable with upside potential, suggesting a path towards EPS exceeding $5 by fiscal year 2030 [1] - The anticipated EPS growth is supported by a well-rounded slate of sales drivers [1]

Core Viewpoint - The article discusses the investment potential of Starbucks (SBUX), highlighting its strong market position and growth prospects in the coffee industry [1]. Company Analysis - Starbucks has demonstrated resilience in its financial performance, with a significant increase in revenue and customer engagement [1]. - The company is focusing on expanding its global footprint, particularly in emerging markets, which is expected to drive future growth [1]. Industry Insights - The coffee industry is experiencing a shift towards premium products, with consumers willing to pay more for high-quality coffee experiences [1]. - There is a growing trend of sustainability and ethical sourcing in the coffee sector, which companies like Starbucks are actively addressing to enhance brand loyalty [1].

Core Insights - The article discusses the investment potential of Starbucks (SBUX) shares, highlighting a beneficial long position held by the analyst [1]. Group 1 - The analyst expresses a personal opinion on the investment potential of SBUX shares, indicating a positive outlook based on their own analysis [1]. - There is no compensation received for the article, emphasizing the independence of the analyst's views [1]. Group 2 - The article does not provide specific investment advice, instead presenting opinions that should not be treated as recommendations for particular investment strategies [2]. - It is noted that past performance is not indicative of future results, and the views expressed may not represent the broader perspective of Seeking Alpha [3].

转自：拉萨发布 好消息！好消息！ 备注：仅限在参与本活动的商户处到店核销，不可远程核销。 二、活动时间 2026年2月1日至2月28日，每天10:00-23:59（其他时间不支持核销），补贴资金有限，先购先得资金用完则活动提前结束。 三、参与对象 在"幸福达孜·优享生活"春节藏历新年促消费活动参与商户处消费的个人消费者（本人到店）均可参与。 "幸福达孜·优享生活" 春节藏历新年促消费活动来啦 含加油、商超、餐饮、零售等 ↓↓↓ 一、活动主题 "幸福达孜·优享生活"春节藏历新年促消费活动 四、补贴档值 五、参与方式 本次活动采用微信支付立减模式，消费者无需领券，在参与活动商户处到店消费使用微信支付符合条件即可享受立减优惠。 （一）零售券（不含药品）： （二）餐饮券： （三）商超券： （四）加油券： 六、支持商户 | 行业 | 名称 | 地址 | | --- | --- | --- | | 加油 | 新星石油 | 拉萨市达孜区桑珠林村1组 | | 商超 | 优尚超市 | 拉萨市达孜区桑珠林村5组城投木材市场3东4号房 | | 商超 | 达孜盛通电器家具商店 | 拉萨市达孜区德庆镇德庆村1组3号 | | 餐饮 | ...

Core Insights - Several institutional investors have significantly increased their stakes in Starbucks, indicating growing confidence in the company's future performance [1][6] - Analyst ratings for Starbucks have generally improved, with multiple firms raising their price targets and ratings, reflecting positive sentiment in the market [2][3] - Starbucks reported quarterly earnings that missed analyst expectations for EPS but exceeded revenue forecasts, showing a year-over-year revenue growth of 5.5% [5] Institutional Holdings - Game Plan Financial Advisors LLC acquired a new stake worth approximately $25,000 in the 2nd quarter [1] - Transce3nd LLC raised its holdings by 270.3%, now owning 274 shares valued at $25,000 after acquiring an additional 200 shares [1] - PFS Partners LLC increased its stake by 457.4% in the 3rd quarter, now holding 340 shares valued at $29,000 [1] - Institutional investors collectively own 72.29% of Starbucks' stock [1] Analyst Ratings - Mizuho raised its price objective from $86.00 to $95.00, maintaining a "neutral" rating [2][3] - BMO Capital Markets reiterated an "outperform" rating with a price target of $120.00 [2][3] - Citigroup upgraded its rating from "neutral" to "positive" [2][3] - Bank of America increased its price target from $106.00 to $114.00, maintaining a "buy" rating [2][3] - The consensus rating for Starbucks is "Moderate Buy" with an average target price of $104.74 [2][3] Financial Performance - Starbucks reported an EPS of $0.56 for the last quarter, missing the consensus estimate of $0.59 by $0.03 [5] - The company had a revenue of $9.92 billion, surpassing expectations of $9.62 billion [5] - The firm set its FY 2026 guidance at 2.150-2.400 EPS, with analysts anticipating an EPS of 2.99 for the current year [5] Stock Information - Starbucks stock opened at $91.95, with a market capitalization of $104.56 billion and a P/E ratio of 75.99 [4] - The stock has a 52-week low of $75.50 and a high of $117.46 [4] Dividend Announcement - Starbucks announced a quarterly dividend of $0.62 per share, with an annualized yield of 2.7% [7] - The dividend payout ratio is currently 204.96% [7] Insider Activity - Director Jorgen Vig Knudstorp purchased 11,700 shares at an average price of $85.00, increasing his position by 28.26% [8]

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Industry Overview - In the upcoming year, restaurants are prioritizing traffic restoration and profit margin preservation following a challenging 2025, with franchise quick-service restaurants (QSRs) presenting a lower-risk investment opportunity [1] Franchise Economics - Franchise models allow restaurant stocks to earn royalties on sales without the burden of operating their own stores, as franchisees manage costs related to new locations, labor, and food [2] - This model is highly scalable with low capital requirements and operational risk, resulting in high-margin, recurring revenue that generates predictable free cash flow for share repurchases and dividends [2] Company Insights - McDonald's (NYSE: MCD) has seen global same-store sales outperform U.S. results, with approximately 60% of revenue coming from international markets, which helps mitigate U.S. weaknesses [4] - McDonald's has returned nearly $8 billion to shareholders annually through buybacks and dividends in recent years [4] - Yum! Brands (NYSE: YUM) operates three brands: Taco Bell, KFC, and Pizza Hut, with Taco Bell achieving 7% same-store sales growth and strong margins of 23.9% in the U.S. [5] - Restaurant Brands International (NYSE: QSR) has a diversified brand portfolio, with Tim Hortons providing steady cash flow and Burger King showing 3% same-store sales growth [6] - QSR's stock trades at around 17 times forward earnings, making it attractive for value investors, especially with a dividend yield near 3.7% [6] - Wingstop (NASDAQ: WING) operates a streamlined model focused on a limited menu and small store footprint, with over 70% of total sales coming from digital channels [7]

You can find original article here Nrn. Subscribe to our free daily Nrn newsletters. FAT Brands is being delisted from the Nasdaq stock market, according to a delisting notice filed with the U.S. Securities and Exchange Commission. According to the notice, the company will stop trading on Feb. 4 as a direct result of the company filing for bankruptcy on Jan. 26. This is the second time this month that FAT Brands received a delisting notice from Nasdaq, after its stock fell below $1.00 for 30 consecutive ...