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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(紐約證券交易所代碼:SBUX)週四晚些時候宣佈任命利潔時本基瑟集團(場外交易代碼:RBGLY)高層拉克斯曼·納拉西姆漢自2023年4月1日起擔任下一任首席執行官。
He will join the company as the incoming CEO on Oct. 1.
他將於10月1日加入公司,擔任即將上任的首席執行官。
The Starbucks Analyst: Cowen analyst Andrew Charles maintained an Outperform rating and $104 price target for Starbucks shares.
星巴克分析師:Cowen分析師安德魯·查爾斯(Andrew Charles)維持了星巴克股票的表現優於大盤的評級和104美元的目標價。
The Starbucks Takeaways: Starbucks' decision to choose a CEO from outside the consumer discretionary sector was surprising, Charles said in a note.
星巴克的外賣:查爾斯在一份報告中表示,星巴克決定從非必需消費品部門選擇首席執行官,這一決定令人驚訝。
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.
這位分析師樂觀地認為,納拉西姆漢作為一家上市跨國公司的首席執行官的全球視野以及他在飲料行業近五年的經驗百事公司。(紐約證券交易所股票代碼:PEP)將很好地服務於這家咖啡零售商。
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.
這位分析師説,利潔時2021年營收的8%左右來自中國。他説,這種經歷可能會對星巴克有所幫助,星巴克約15%的正常化運營利潤來自大中華區。
See also: Starbucks Looks To Fill CEO Howard Schultz's Shoes With An Outsider: WSJ
另見:星巴克希望用一個局外人來接替首席執行官霍華德·舒爾茨的位置:《華爾街日報》
Charles also noted that PepsiCo is Starbucks' ready-to-drink bottling and distribution partner for Frapuccinos, cold brew and espresso beverages.
查爾斯還指出,百事公司是星巴克的即飲裝瓶和分銷合作伙伴,提供法布奇諾、冷飲和濃縮咖啡飲料。
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%.
這位分析師預測,隨着新首席執行長的選出,利潤率指引將成為9月1日兩年一度的投資者日的關鍵投資者焦點。13.他認為16%-17%是新的最佳長期指導範圍,而以前的指導範圍為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.
由於勞動力和培訓相關投資的增加,該分析師預測,北美門店的運營費用可能會拖累利潤率。
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説,如果需要額外的勞動力投資來實現目標,重新特許經營美國和中國以外的公司擁有的門店是提高運營利潤率和投資資本回報率的一種選擇。
SBUX Price Action: Starbucks shares were trading down 2.37% at $83.38 Friday afternoon, according to Benzinga Pro data.
SBUX價格行動:根據Benzinga Pro的數據,星巴克股價週五下午下跌2.37%,至83.38美元。
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moomoo是Moomoo Technologies Inc.公司提供的金融資訊和交易應用程式。
在美國,moomoo上的投資產品和服務由Moomoo Financial Inc.提供,一家受美國證券交易委員會(SEC)監管的持牌主體。 Moomoo Financial Inc.是金融業監管局(FINRA)和證券投資者保護公司(SIPC)的成員。
在新加坡,moomoo上的投資產品和服務是通過Moomoo Financial Singapore Pte. Ltd.提供,該公司受新加坡金融管理局(MAS)監管(牌照號碼︰CMS101000) ,持有資本市場服務牌照 (CMS) ,持有財務顧問豁免(Exempt Financial Adviser)資質。本內容未經新加坡金融管理局的審查。
在澳大利亞,moomoo上的金融產品和服務是通過Futu Securities (Australia) Ltd提供,該公司是受澳大利亞證券和投資委員會(ASIC)監管的澳大利亞金融服務許可機構(AFSL No. 224663)。請閱讀並理解我們的《金融服務指南》、《條款與條件》、《隱私政策》和其他披露文件,這些文件可在我們的網站 https://www.moomoo.com/au中獲取。
在加拿大,透過moomoo應用程式提供的僅限訂單執行的券商服務由Moomoo Financial Canada Inc.提供,並受加拿大投資監管機構(CIRO)監管。
在馬來西亞,moomoo上的投資產品和服務是透過Moomoo Securities Malaysia Sdn. Bhd. 提供,該公司受馬來西亞證券監督委員會(SC)監管(牌照號碼︰eCMSL/A0397/2024) ,持有資本市場服務牌照 (CMSL) 。本內容未經馬來西亞證券監督委員會的審查。
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., 是關聯公司。
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