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Starbucks is taking necessary action, turnaround is ongoing, says TD Cowen's Andrew Charles
Youtube· 2025-09-25 20:48
Well, sticking with the consumer, shares of Starbucks closing in the red, but off the worst levels of the day. The company announcing a $1 billion restructuring plan. Investors cooling on Starbucks this year.More generally, it's one of the worst staples performers in 2025. But joining us now for more is Andrew Charles, TD Cowan, senior equity analyst. He has a neutral rating on Starbucks.Joins us here on set. Welcome. >> Thank you.>> What do you think of the announcement today. >> You know, I think it didn' ...
Should You Forget Starbucks? Why You Might Want to Buy This Unstoppable Growth Stock Instead.
The Motley Fool· 2025-09-23 07:35
This company is challenging the leaders in its space.Coffee giant Starbucks (SBUX 0.86%) has been around for a long time, and its stock has created incredible shareholder value for longtime owners. It's been struggling for the past few years, but with new CEO Brian Niccol, the company is demonstrating improvement, and it pays an enticing dividend.However, if you're a growth investor, there's a new coffee chain that might whet your investing appetite instead. Consider Dutch Bros (BROS -5.91%), which has been ...
Sprouts Farmers Chases Growth in Booming Health & Wellness Market
ZACKS· 2025-07-15 15:36
健康与 wellness 市场机会 - 公司核心目标与健康饮食趋势高度契合,目标客户群体关注健康与 wellness,该细分市场规模达 2900 亿美元,占家庭食品支出 1.6 万亿美元的份额 [1] - 公司通过差异化产品组合吸引消费者,70% 以上商品具有有机、无麸质或非转基因等属性 [2] - 2024 年推出 7100 种新产品,包括蛋白咖啡和胶原蛋白等创新商品,满足健康需求 [3] 战略与客户参与 - 公司通过忠诚度计划深化客户互动,个性化服务健康导向客群 [4] - 强化店内体验,聚焦新鲜农产品和专业员工服务 [3] - 目标客户群体扩张带来钱包份额提升机会 [4] 行业对标企业 - United Natural Foods (UNFI) 作为北美最大有机食品分销商,供应新鲜农产品、植物基食品等多元化商品 [5] - Beyond Meat (BYND) 通过植物基蛋白产品布局健康与可持续发展领域,扩大零售和餐饮渠道覆盖 [6] 财务表现与估值 - 公司股价年内上涨 29.5%,远超行业 18% 的涨幅 [7] - 当前财年销售和每股收益预期同比增长 13.6% 和 35.5% [10] - 远期 12 个月市销率 1.74,显著高于行业 0.26 的水平 [9] 财务预测数据 - 当前季度销售额预计 21.6 亿美元,同比增长 14.34% [13] - 当前财年销售额共识预期 87.7 亿美元,同比增长 13.6% [13] - 当前财年每股收益预期 5.08 美元,同比增长 35.47% [14]