《美股業績》星巴克(SBUX.US)上季盈收遜預期 降全年收入預測
星巴克(SBUX.US)公布截至2023年12月底止季度(2024財年首財季)盈利增長19%至10.2億美元,調整後每股盈利為0.9美元,低於預期的0.93美元。收入增長8%至94.3億美元,不及預期的95.9億美元,而全球同店銷售額僅上升5%,低於預期的7.2%。
季內北美同店銷售額增長5%,海外同店銷售額上升7%,低於預期的13.2%,而中國同店銷售則增長10%,認為中國消費者態度謹慎,來自瑞幸咖啡等低價競爭對手的競爭加劇。
行政總裁Laxman Narasimhan表示,公司經營正面臨下行風險,因公司捲入以巴衝突而在美國受到抵制,以及中國競爭對手加大折扣優惠,因此下調全年收入預測,預計增長7%至10%,低於此前預測的10%至12%,而全球同店銷售預測亦降至4%至6%。不過公司重申全年每股盈利增長15%至20%的預測。
星巴克股價在盤後初段一度下跌,但隨後反彈,上升3.55%至97.42美元。
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