星巴克第一季度財報:收入和每股收益均超預期,會員增長1%,轉型努力獲積極反饋

財報速遞
01-29
星巴克(NASDAQ:SBUX)在週二收盤後公佈了第一季度的財務業績。以下是過去幾個月星巴克的亮點回顧: **第一季度財報:** 星巴克報告第一季度收入爲94億美元,超過了市場一致預期的93.2億美元。公司還報告每股收益(EPS)爲69美分,高於分析師預期的66美分。 全球的同店銷售額下降了4%,主要是由於同店交易量下降6%,部分被平均單價增長3%所抵消。在第一季度,北美地區、國際地區和中國的同店銷售額分別下降了4%、4%和6%。 季度內活躍忠誠度會員增加至3460萬,同比增加1%,較2024年第四季度增長2%。星巴克還提到,美國的禮品卡充值金額達到了35億美元。公司在第一季度新增了377家淨新門店,期末門店總數達到了40,576家。 星巴克董事長兼首席執行官布萊恩·尼科爾表示:“雖然我們僅僅進入了轉型的第一個季度,但我們已經迅速採取行動落實‘迴歸星巴克’計劃,並看到了積極的反饋。我們相信這是一項從根本上解決關鍵問題、重塑品牌信心並實現可持續長期增長的必要戰略變革。” 此前季度,星巴克暫停了對2025財年的業績指引,原因在於公司正經歷CEO過渡期以及當前業務狀態。尼科爾於去年9月接任星巴克首席執行官。 此外,星巴克董事會宣佈了一項每股61美分的現金分紅,分紅將於2月28日支付,股權登記日爲2月14日。 星巴克高管將在東部時間下午5點與分析師和投資者召開電話會議,進一步討論季度業績。 **股價表現:** 截至週二發佈時,星巴克的股價在盤後交易中上漲3.39%,報每股103.79美元。

以上內容來自Benzinga Earnings專欄,原文如下:

Starbucks Corp (NASDAQ:SBUX) reported financial results for the first quarter after the market close on Tuesday. Here’s a look at what’s been brewing at Starbucks over the past few months.

Q1 Earnings: Starbucks reported first-quarter revenue of $9.4 billion, beating the consensus estimate of $9.32 billion. The coffee giant reported first-quarter earnings of 69 cents per share, beating analyst estimates of 66 cents per share, according to Benzinga Pro.

Comparable store sales declined 4% globally, driven by a 6% decline in comparable transactions, partially offset by a 3% increase in average ticket. Comparable store sales fell 4% in North America, 4% internationally and 6% in China during the quarter.

Active loyalty rewards memberships increased to 34.6 million in the quarter, up 1% on a year-over-year basis, and up 2% from the fourth quarter of 2024. Starbucks said U.S. gift card loads reached $3.5 billion. The company opened 377 net new stores in the first quarter and ended the period with 40,576 total locations.

“While we’re only one quarter into our turnaround, we’re moving quickly to act on the ‘Back to Starbucks’ efforts and we’ve seen a positive response,” said Brian Niccol, chairman and CEO of Starbucks.

“We believe this is the fundamental change in strategy needed to solve our underlying issues, restore confidence in our brand and return the business to sustainable, long-term growth.”

Don’t Miss: Starbucks Cracks Down On Freeloaders As Sales Slide, Stock Stays Bullish Ahead Of Q1 Earnings

Starbucks suspended its guidance for fiscal year 2025 last quarter, citing the company's "CEO transition coupled with the current state of the business." Niccol took over as chief executive of Starbucks in September.

Starbucks' board declared a cash dividend of 61 cents per share. The dividend is payable on Feb. 28 to shareholders of record as of Feb. 14.

Management will further discuss the quarter on a conference call with analysts and investors at 5 p.m. ET.

SBUX Price Action: Starbucks shares were up 3.39% in after-hours, trading at $103.79 at the time of publication Tuesday, according to Benzinga Pro.

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Photo: Shutterstock.

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