中国经济疲软拖累星巴克,季度销售不及预期 I 路透社

  • 星巴克的季度可比销售额没有达到华尔街的预期,原因是该咖啡连锁店的中国业务持续疲软,导致星巴克在截至1月1日的第一财季的中国可比销售额下降了29%,拉动国际可比总销售额下降13%。

  • 尽管COVID-19病毒在中国广泛爆发,但星巴克在中国净增69家门店,总数达到6,090家。

  • 中国是星巴克增长最快的市场,但华尔街的分析师预测中国的近期趋势将是不稳定的。

  • 该公司报告称,北美地区的可比销售额跃升了10%,这主要是受喜欢咖啡的年轻和富有的顾客的推动,他们继续订购咖啡、冷饮和食品。

  • 星巴克重申了之前的指导意见,即2023财年全球可比销售增长7%至9%,并报告了调整后的每股利润为0.75美元(分析师预期为0.77美元)。

  • 在美国,星巴克奖励忠诚计划的活跃会员增长了15%,达到3040万。

  • 本季度星巴克的营业利润率为14.4%,低于去年同期的14.6%,原因是对门店现代化的大量投资以及劳动力和原材料成本的上升。

  • Starbucks missed Wall Street’s expectations for quarterly comparable sales due to persistent weakness in the coffee chain’s China business, which resulted in a 29% fall in China comparable sales for Starbucks in its first fiscal quarter ended Jan. 1, pulling total international comparable sales down 13%.

  • Despite widespread COVID-19 outbreaks in China, Starbucks added a net 69 stores in the country for a total of 6,090 locations.

  • China is Starbucks’ fastest growing market but Wall Street analysts predict near-term trends in China to be choppy.

  • The company reported a 10% jump in comparable sales in North America, driven by younger and wealthier coffee-loving customers who continued to order coffees, cold drinks, and food items.

  • Starbucks reiterated its previous guidance of global comparable sales growth of 7% to 9% for its fiscal 2023 and reported profit of $0.75 per share on an adjusted basis (analysts expected $0.77).

  • Active membership in the Starbucks Rewards loyalty program grew 15% in the US to 30.4 million.

  • Starbucks’ operating margin was 14.4% for the quarter, down from 14.6% a year earlier due to heavy investments to modernize its stores and elevated labor and raw material costs.

链接:Starbucks misses quarterly sales estimates as China weakness weighs | Reuters