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Tigress Financial表示，星巴克扭虧為盈策略已取得成效。

-- Tigress Financial Partners週三表示，星巴克(SBUX)的扭虧為盈努力已初見成效，該公司第一財季的同店銷售額八個季度以來首次實現正增長。 這家咖啡巨頭於2024年9月啟動了「重返星巴克」策略，旨在重振客流量成長並釋放長期利潤率擴張潛力。 Tigress在周三發給客戶的報告中指出，第一財季的業績初步表明該策略正在奏效。今年1月，該公司公佈截至12月的三個月營收年增5.5%至99.2億美元，超過了當時FactSet調查的預期。全球同店銷售額成長了4%。 Tigress研究總監伊万·費恩塞斯(Ivan Feinseth)表示：“（第一財季）標誌著一個明確的轉折點，實現了美國兩年來首次交易量增長和八個季度以來的首次同店銷售額正增長。” 該券商恢復對星巴克股票的評級，維持「買進」評級，目標價為122美元。券商表示，看漲因素包括在中國成立的新合資企業以及其人工智慧驅動的「Deep Brew」預測庫存管理平台。 「（星巴克）的扭虧為盈策略、資本高效的特許經營模式、歷史支撐的估值倍數以及門市擴張和新興市場帶來的明確增長催化劑，將推動其業務業績趨勢的重新加速，」費恩塞斯表示。 該公司計劃於4月28日公佈第二季業績。

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

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