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Tigress Financial表示，星巴克扭亏为盈战略已取得成效。

-- Tigress Financial Partners周三表示，星巴克(SBUX)的扭亏为盈努力已初见成效，该公司第一财季的同店销售额八个季度以来首次实现正增长。 这家咖啡巨头于2024年9月启动了“重返星巴克”战略，旨在重振客流量增长并释放长期利润率扩张潜力。 Tigress在周三发给客户的报告中指出，第一财季的业绩初步表明该战略正在奏效。今年1月，该公司公布截至12月的三个月营收同比增长5.5%至99.2亿美元，超过了当时FactSet调查的预期。全球同店销售额增长了4%。 Tigress研究总监伊万·费恩塞斯(Ivan Feinseth)表示：“（第一财季）标志着一个明确的转折点，实现了美国两年来首次交易量增长和八个季度以来的首次同店销售额正增长。” 该券商恢复对星巴克股票的评级，维持“买入”评级，目标价为122美元。券商表示，看涨因素包括在中国成立的新合资企业以及其人工智能驱动的“Deep Brew”预测库存管理平台。 “（星巴克）的扭亏为盈策略、资本高效的特许经营模式、历史支撑的估值倍数以及门店扩张和新兴市场带来的明确增长催化剂，将推动其业务业绩趋势的重新加速，”费恩塞斯表示。 该公司计划于4月28日公布第二季度业绩。

Price: $98.83, Change: $+0.36, Percent Change: +0.37%

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