星巴克(SBUX)股价在夜盘交易中大幅下跌5.07%,引发市场关注。这一显著跌幅可能与该公司最近宣布放缓印度市场扩张步伐有关。
据报道,星巴克原计划到2028年将印度门店数量增加近两倍,达到1000家。然而,由于印度中产阶级消费者削减了在星巴克的消费,公司不得不调整其扩张策略。星巴克印度合资伙伴塔塔消费品公司首席执行官Sunil D'Souza透露,在2024年最后三个月,新开门店数量仅为当季目标30家的一半多一点。
这一消息可能引发了投资者对星巴克全球增长前景的担忧。印度作为一个重要的新兴市场,其扩张计划的放缓可能意味着公司在快速增长市场的战略受阻。这不仅可能影响星巴克的收入增长,还可能对其长期发展战略产生影响,从而导致投资者对公司未来表现的预期下调,进而引发股价下跌。
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