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Why This Starbucks Analyst Is Surprised By New CEO Choice — And Optimistic
Why This Starbucks Analyst Is Surprised By New CEO Choice — And Optimistic
Starbucks Corporation (NYSE:SBUX) announced late Thursday the appointment of Reckitt Benckiser Group plc (OTC:RBGLY) top brass Laxman Narasimhan as its next chief executive officer effective April 1, 2023.
He will join the company as the incoming CEO on Oct. 1.
The Starbucks Analyst: Cowen analyst Andrew Charles maintained an Outperform rating and $104 price target for Starbucks shares.
The Starbucks Takeaways: Starbucks' decision to choose a CEO from outside the consumer discretionary sector was surprising, Charles said in a note.
The analyst is optimistic that Narasimhan's global perspectives as CEO of a public multinational corporation and his nearly half-decade experience in beverages at PepsiCo. (NYSE:PEP) will serve the coffee retailer well.
Reckitt generated about 8% of its 2021 revenue from China, the analyst said. This experience could help Starbucks, which derives about 15% of its normalized operating profits from greater China, he said.
See also: Starbucks Looks To Fill CEO Howard Schultz's Shoes With An Outsider: WSJ
Charles also noted that PepsiCo is Starbucks' ready-to-drink bottling and distribution partner for Frapuccinos, cold brew and espresso beverages.
With a new CEO chosen, the analyst predicted that margin guidance will be the key investor focus of the biennial investor day on Sept. 13. He sees 16%-17% as the new optimal long-term guidance range vs. the previous guidance of 18%-19%.
Due to the increase in labor and training-related investment, the analyst predicts that North American store operating expenses will likely serve as a drag on margin.
Re-franchising company-owned stores outside the U.S. and China is an option to improve operating margin and return on invested capital if additional labor investments are necessary to accomplish targets, Charles said.
SBUX Price Action: Starbucks shares were trading down 2.37% at $83.38 Friday afternoon, according to Benzinga Pro data.
Starbucks Corporation (NYSE:SBUX) announced late Thursday the appointment of Reckitt Benckiser Group plc (OTC:RBGLY) top brass Laxman Narasimhan as its next chief executive officer effective April 1, 2023.
星巴克公司(纽约证券交易所代码:SBUX)周四晚些时候宣布任命利洁时本基瑟集团(场外交易代码:RBGLY)高层拉克斯曼·纳拉西姆汉自2023年4月1日起担任下一任首席执行官。
He will join the company as the incoming CEO on Oct. 1.
他将于10月1日加入公司,担任即将上任的首席执行官。
The Starbucks Analyst: Cowen analyst Andrew Charles maintained an Outperform rating and $104 price target for Starbucks shares.
星巴克分析师:Cowen分析师安德鲁·查尔斯(Andrew Charles)维持了星巴克股票的表现优于大盘的评级和104美元的目标价。
The Starbucks Takeaways: Starbucks' decision to choose a CEO from outside the consumer discretionary sector was surprising, Charles said in a note.
星巴克的外卖:查尔斯在一份报告中表示,星巴克决定从非必需消费品部门选择首席执行官,这一决定令人惊讶。
The analyst is optimistic that Narasimhan's global perspectives as CEO of a public multinational corporation and his nearly half-decade experience in beverages at PepsiCo. (NYSE:PEP) will serve the coffee retailer well.
这位分析师乐观地认为,纳拉西姆汉作为一家上市跨国公司的首席执行官的全球视野以及他在饮料行业近五年的经验百事公司。(纽约证券交易所股票代码:PEP)将很好地服务于这家咖啡零售商。
Reckitt generated about 8% of its 2021 revenue from China, the analyst said. This experience could help Starbucks, which derives about 15% of its normalized operating profits from greater China, he said.
这位分析师说,利洁时2021年营收的8%左右来自中国。他说,这种经历可能会对星巴克有所帮助,星巴克约15%的正常化运营利润来自大中华区。
See also: Starbucks Looks To Fill CEO Howard Schultz's Shoes With An Outsider: WSJ
另见:星巴克希望用一个局外人来接替首席执行官霍华德·舒尔茨的位置:《华尔街日报》
Charles also noted that PepsiCo is Starbucks' ready-to-drink bottling and distribution partner for Frapuccinos, cold brew and espresso beverages.
查尔斯还指出,百事公司是星巴克的即饮装瓶和分销合作伙伴,提供法布奇诺、冷饮和浓缩咖啡饮料。
With a new CEO chosen, the analyst predicted that margin guidance will be the key investor focus of the biennial investor day on Sept. 13. He sees 16%-17% as the new optimal long-term guidance range vs. the previous guidance of 18%-19%.
这位分析师预测,随着新首席执行长的选出,利润率指引将成为9月1日两年一度的投资者日的关键投资者焦点。13.他认为16%-17%是新的最佳长期指导范围,而以前的指导范围为18%-19%。
Due to the increase in labor and training-related investment, the analyst predicts that North American store operating expenses will likely serve as a drag on margin.
由于劳动力和培训相关投资的增加,该分析师预测,北美门店的运营费用可能会拖累利润率。
Re-franchising company-owned stores outside the U.S. and China is an option to improve operating margin and return on invested capital if additional labor investments are necessary to accomplish targets, Charles said.
Charles说,如果需要额外的劳动力投资来实现目标,重新特许经营美国和中国以外的公司拥有的门店是提高运营利润率和投资资本回报率的一种选择。
SBUX Price Action: Starbucks shares were trading down 2.37% at $83.38 Friday afternoon, according to Benzinga Pro data.
SBUX价格行动:根据Benzinga Pro的数据,星巴克股价周五下午下跌2.37%,至83.38美元。
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moomoo是Moomoo Technologies Inc.公司提供的金融信息和交易应用程序。
在美国,moomoo上的投资产品和服务由Moomoo Financial Inc.提供,一家受美国证券交易委员会(SEC)监管的持牌主体。 Moomoo Financial Inc.是金融业监管局(FINRA)和证券投资者保护公司(SIPC)的成员。
在新加坡,moomoo上的投资产品和服务是通过Moomoo Financial Singapore Pte. Ltd.提供,该公司受新加坡金融管理局(MAS)监管(牌照号码︰CMS101000) ,持有资本市场服务牌照 (CMS) ,持有财务顾问豁免(Exempt Financial Adviser)资质。本内容未经新加坡金融管理局的审查。
在澳大利亚,moomoo上的金融产品和服务是通过Futu Securities (Australia) Ltd提供,该公司是受澳大利亚证券和投资委员会(ASIC)监管的澳大利亚金融服务许可机构(AFSL No. 224663)。请阅读并理解我们的《金融服务指南》、《条款与条件》、《隐私政策》和其他披露文件,这些文件可在我们的网站 https://www.moomoo.com/au中获取。
在加拿大,通过moomoo应用提供的仅限订单执行的券商服务由Moomoo Financial Canada Inc.提供,并受加拿大投资监管机构(CIRO)监管。
在马来西亚,moomoo上的投资产品和服务是通过Moomoo Securities Malaysia Sdn. Bhd. 提供,该公司受马来西亚证券监督委员会(SC)监管(牌照号码︰eCMSL/A0397/2024) ,持有资本市场服务牌照 (CMSL) 。本内容未经马来西亚证券监督委员会的审查。
Moomoo Technologies Inc., Moomoo Financial Inc., Moomoo Financial Singapore Pte. Ltd., Futu Securities (Australia) Ltd, Moomoo Financial Canada Inc.,和Moomoo Securities Malaysia Sdn. Bhd.是关联公司。
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