星巴克的业绩超出预期,但冠状病毒减缓了销售
The following article is from 中英行业资讯 Author 海外研究员
It was a happy holiday at Starbucks, but the company's sales momentum could start to slow due to the coronavirus outbreak in China.
Starbucks said it had intended to raise its full-year earnings guidance Tuesday, but uncertainty about China put that on pause.
Starbucks said it has already closed more than half of its stores in China due to coronavirus.
China's 4,292 Starbucks stores brought in 10% of the company's revenue during the October-December period, so the closure will affect earnings, the company said.
But it's not yet clear how much of an impact there will be.
Starbucks had expected full-year revenue growth in the 6% to 8% range and same-store sales growth of 3% to 4%.
在星巴克度过了一个愉快的假期,但由于中国爆发了冠状病毒,星巴克的销售势头可能会开始放缓。
星巴克表示,它原本打算在周二上调全年收益预期,但由于中国市场的不确定性,这一计划暂时搁置。
星巴克表示,由于冠状病毒,它已经关闭了一半以上的中国门店。
星巴克表示,中国的4292家星巴克门店在去年10月至12月期间为公司带来了10%的收入,因此关闭门店将影响公司收益。
但目前还不清楚影响会有多大。星巴克预计全年收入增长在6%到8%之间,同店销售额增长在3%到4%之间。
"We remain optimistic and committed to the long term growth potential in China,"
Starbucks President and CEO Kevin Johnson said in a conference call Tuesday with analysts.
Starbucks shares fell 1.6% to $87.20 in extended trading following the earnings report.
Johnson said the holiday season was one of the best in the company's history.
New drinks like the Pumpkin Cream Cold Brew were a hit with customers.
Starbucks' new four-story Reserve Roastery in Chicago - which opened in November - is serving an average of 10,000 visitors each day, he said.
星巴克总裁兼首席执行官凯文·约翰逊周二在与分析师的电话会议上表示:
“我们仍然保持乐观,并致力于中国的长期增长潜力。”
财报公布后,星巴克股价在盘后交易中下跌1.6%,至87.20美元。
约翰逊说,这个假期是公司历史上最好的假期之一。像南瓜奶油冰酿这样的新饮料很受顾客欢迎。
他说,去年11月在芝加哥新开的四层精品烘焙工坊每天平均接待1万名游客。
A combination of new stores and solid foot traffic helped the Seattle-based coffee giant handily beat Wall Street's forecasts in the October-December period.
The company opened 539 net new stores in its fiscal first quarter. It now has nearly 32,000 stores worldwide.
Starbucks' earnings rose 16% to $886 million in the fiscal first quarter.
Earnings, adjusted for non-recurring items like restructuring charges, were 79 cents per share. That beat Wall Street's forecast of 76 cents.
Starbucks said same-store sales - or sales at stores open at least 13 months - jumped 5% worldwide in the October-December period, ahead of analysts' forecast of 4.4%.
Revenue was up 7% to $7.1 billion, in line with analysts' forecasts.
新开的咖啡店和稳定的客流量帮助这家总部位于西雅图的咖啡巨头在去年10月至12月期间轻松超出了华尔街的预期。
该公司在第一财季开设了539家新店。如今,它在全球拥有近3.2万家门店。
星巴克第一季度的收入增长了16%,达到8.86亿美元。经重组费用等非经常性项目调整后的每股收益为79美分。这超出了华尔街预测的76美分。
星巴克表示,去年10月至12月,全球同店销售额(开业至少13个月的店面销售额)增长5%,高于分析师预测的4.4%。营收增长7%,至71亿美元,符合分析师的预期。
Starbucks Chief Operating Officer Roz Brewer said she's confident the company can sustain that momentum because of new products and technology in the pipeline.
Starbucks is adding new equipment to stores to improve its cold brew process, she said.
The company also plans to introduce a plant-based sausage sandwich at breakfast and more non-dairy milks based on customer requests, she said.
Starbucks also plans more mobile order and pickup locations in the U.S. after the successful opening of a small-format store in New York during the quarter. Mobile ordering and payment represented 17% of U.S. sales in the first quarter.
星巴克首席运营官罗兹·布鲁尔表示,她相信公司能够保持这种势头,因为新产品和新技术正在研发中。
她说,星巴克正在向门店增加新设备,以改善其冷冲泡工艺。
她说,公司还计划在早餐时推出一种基于植物的香肠三明治,并根据顾客的要求推出更多非乳制品。
星巴克还计划在美国开设更多的移动订单和取货点,此前该公司在纽约成功开设了一家小型门店。今年第一季度,移动订购和支付占美国销售额的17%。
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