星巴克(SBUX)今日盘中大涨5.1%,引发市场高度关注。根据相关新闻报道,主要原因如下:
一、业绩向好带来利好。星巴克公布了2025财年第一财季业绩,总收入和每股收益均超出市场预期,虽然净利润和营业利润同比下滑,但业绩总体向好。
二、新CEO推出的重振计划初见成效。新任CEO尼科尔上任后推出了"重返星巴克"计划,第一财季折扣交易减少40%,营收趋势正在改善。未来还将大幅精简产品组合、加强运营效率、提升门店体验等。
三、分析师看好前景。多家华尔街分析机构对星巴克的改革方向和长期前景持乐观态度,纷纷上调了公司的目标价。市场对星巴克未来增长前景更有信心。
四、中国市场战略调整。星巴克中国业务收入小幅增长1%,尼科尔表示将继续寻求在中国市场的战略合作伙伴,以期实现中国市场的持续增长。
五、新管理团队到位。星巴克宣布了两名新的零售主管任命,他们曾是尼科尔在Taco Bell时的旧同事,市场认为新的管理团队能够有效推动公司重振计划的实施。
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