-- 瑞银证券周二在一份报告中指出，星巴克（SBUX）即将公布的第二财季业绩预计将显示其在支持销售增长方面取得的进展，销售额、利润率和盈利均有望提升。 该公司计划于4月28日公布第二财季业绩。 瑞银表示，目前预计星巴克北美同店销售额将增长6%，高于此前预期的4%，也高于市场普遍预期的4%；同时预测客单价增长1%，交易量增长5%。 该券商表示，随着包括菜单创新、推出全新烘焙产品系列、持续受益于“绿色围裙服务”以及运营改进在内的战略计划取得成效，销售额正在改善。券商预计，北美同店销售额在第三财季将增长5%，2026财年将增长4.7%。 此外，该投资公司表示，受通胀放缓、投资回收和成本节约计划的推动，其对第二财季调整后营业利润率的预测为8.6%，高于市场普遍预期的8.3%。瑞银预计，2026财年营业利润率将达到10.6%。 瑞银对该公司股票维持“中性”评级，目标价为100美元。
Price: $97.35, Change: $-1.60, Percent Change: -1.62%
Stifel Canada is expecting another strong quarter from Aritzia (ATZ.TO) when it reports its fiscal fourth-quarter earnings on May 7.Analyst Martin Landry, who is raising his price target on the company's shares by $8.00 to $158.00 and maintaining a buy rating, is also hiking comparable sales growth expectation by 700bps to 21% Y/Y, higher than consensus of 18%."We expect Aritzia to introduce a FY27 guidance higher than current consensus expectations, potentially driving upwards earnings revisions," Landry adds. Aritzia shares touched an all-time high on Friday as investors are pricing the company's strong operational performance.Landry also expects earnings per share growth of 34% Y/Y in fiscal 27, higher than peers.Price: $139.87, Change: $-3.34, Percent Change: -2.33%
HCA Healthcare (HCA) may face near-term pressure through at least the first half as investors rotate toward managed care, although better trends in March and in-line exchange dynamics support the longer-term outlook, RBC Capital Markets said.The company's weaker-than-expected Q1, driven by lower respiratory volume and weather-related disruption, has increased near-term concern around hospital volumes and patient mix.RBC said in a Sunday note that it expects Friday's share price decline to persist through Q2 as management works to demonstrate execution against growth targets and as investors await further clarity on the impact of ePTC expiry.The investment firm said March volumes improved meaningfully while exchange-related pressure remains manageable. HIX declines reflect both lost volume and patients in grace periods already incorporated into bad debt reserves. Surgical and outpatient trends remain broadly consistent with its full-year outlook, according to the note.RBC reiterated its outperform rating and lowered its price target to $534 from $593, citing increased caution on near-term hospital volume and mix dynamics and a broader rotation toward managed care.Price: $439.41, Change: $+6.95, Percent Change: +1.61%
BluEnergies (BLU.V) shares are now eligible for electronic clearing and settlement in the United States through the Depository Trust Company (DTC), BluEnergies said on Monday.The company's shares recently began trading on the OTCQX Best Market under the ticker BLUGF, it added."Obtaining DTC eligibility marks an important step in expanding BLU's investor base and enhancing accessibility for shareholders," said chief executive Craig Steinke. "For investors, DTC eligibility is a key milestone that streamlines electronic trading and supports improved liquidity, which is especially important as we advance the development of our assets in the Harper Basin, Liberia and Gulf of America and continue to build long-term value across our portfolio."The company's shares were last seen down $0.09, or 3.1%, to $2.73 on the TSX Venture Exchange.Price: $2.73, Change: $-0.09, Percent Change: -3.19%