Parkev Tatevosian, CFA发布 2026-09-01
《Starbucks Stock Investors Have Reason to Cheer | SBUX Stock Analysis》
$SBUX未明确方向
在新CEO领导下，SBUX基本面正在改善，但估值过高（前瞻市盈率34.6，公允价值68美元），评级为持有/等待更低价格。
首席执行官 Brian Niccol 再次施展了他的魔法。在被从 Chipotle 挖走后，Brian Niccol 在星巴克取得了显著成功，在最近一个完成的季度中，将可比门店销售额增长加速至 7.9%。
CEO Brian Niccol is working his magic again. After being poached away from Chipotle, Brian Niccol is achieving significant success at Starbucks, accelerating comparable store sales growth to 7.9% in the most recently completed quarter.
在星巴克，他已经推动了显著的改善。股价大幅上涨，销售额在增长，90 天活跃奖励会员增加到 3600 万，而且我喜欢在运营问题得到纠正之前放慢新店开发的策略，对吧？
At Starbucks, he's already facilitating significant improvement. The stock price is up meaningfully, sales are increasing, 90-day active rewards members are increasing to 36 million, and I like the strategy of slowing down new store development until you get the operations corrected, right?