Jim Cramer Sees Old Wall Street Gibberish In Fight For Value Brands Amid Starbucks Management Overhaul: 'Keep It On Your Sheets'
Jim Cramer Sees Old Wall Street Gibberish In Fight For Value Brands Amid Starbucks Management Overhaul: 'Keep It On Your Sheets'
Jim Cramer shared his thoughts on the recent Starbucks Corp. (NASDAQ:SBUX) CEO change and its implications for traditional investing strategies.
吉姆·克拉默談論了最近星巴克公司(納斯達克:SBUX)CEO更替以及對傳統投資策略的影響。
What Happened: Cramer the host of CNBC's "Mad Money," discussed the recent shift in the Starbucks leadership. He noted that the change in CEO, from Laxman Narasimhan to Brian Niccol, the former CEO of Chipotle Mexican Grill (NYSE:CMG), has been a significant factor in the company's recent stock surge.
發生了什麼:吉姆·克拉默是CNBC「瘋錢」節目的主持人,他討論了近期星巴克管理層的變動。他指出,從拉克什曼·納拉西曼到奇波雷墨西哥燒烤公司(紐交所:CMG)前CEO布萊恩·尼科爾的CEO換班,是公司最近股價大漲的重要因素之一。
Cramer wrote, "One thing you hate is when a shibboleth that's meant to exert and exact discipline actually loses you money. That's how I have been feeling about the idea that giving up on value is a sin."
克拉默寫道:「你討厭的一件事就是所謂的廢止價值原則實際上讓你損失了錢。這就是我對放棄價值原則的感受。」 「自上世紀80年代以來,我一直認爲,如果你認爲公司或它的品牌有價值,你必須爲『保持在你的賬目表上』而戰,這是持有股票的真正華爾街語言」,他補充道。
"Since the late '80s, I have held that if you think that a company, or its brand, is valuable, you must fight to "keep it on your sheets," the genuine Wall Street gibberish for holding on to the stock," he added.
克拉默指出,市場已經失去了對納拉西曼及其管理風格的信心,他將其描述爲「諮詢師式的」。克拉默認爲,領導層的變動已經重新獲得了投資者對公司未來前景的信心。
Cramer pointed out that the market had lost faith in Narasimhan and his management style, which he described as "consultant-like." The change in leadership, according to Cramer, has renewed investor confidence in the company's future prospects.
他還對尼科爾可能面臨的潛在挑戰提出了問題,特別是考慮到公司創始人和重要股東霍華德·舒爾茨的持續影響。然而,克拉默對尼科爾引領公司走向正確方向的能力表達了信心。
He also raised questions about the potential challenges Niccol might face, particularly in light of the lingering influence of Howard Schultz, the company's founder and a major shareholder. Cramer, however, expressed confidence in Niccol's ability to steer the company in the right direction.
爲什麼重要:星巴克的領導層變更正值關鍵時刻。億萬富翁對沖基金經理比爾·阿克曼最近減少了在奇波雷公司的持股,暗示公司面臨潛在挑戰。
Why It Matters: The leadership transition at Starbucks comes at a crucial time. Billionaire hedge fund manager Bill Ackman recently reduced his stake in Chipotle, hinting at potential challenges within the company.
尼科爾的任命已經對星巴克的估值產生了重大影響。該公司的股價上漲了約20%,增加了超過15億美元的估值。這一波漲勢反映了投資者對尼科爾引領公司向增長方向發展的信心。
Niccol's appointment has already had a significant impact on Starbucks' valuation. The company's stock jumped around 20%, adding more than $15 billion in valuation. This surge reflects investor confidence in Niccol's ability to steer the company towards growth.
此外,尼科爾的補償套餐也相當豐厚,包括1.13億美元的薪酬和遠程工作的特權。這個套餐包括一筆1000萬美元的簽約獎金、7500萬美元的股權授予以及2025財年開始的潛在2300萬美元的年度授予。
Moreover, Niccol's compensation package is substantial, including a $113 million payday and remote working privileges. This package includes a $10 million sign-on bonus, a $75 million equity grant, and a potential $23 million annual grant beginning in fiscal 2025.
克拉默曾經強調尼科爾在星巴克的扭轉中起到了至關重要的作用。在他的節目中,克拉默強調尼科爾是「帶領星巴克走向新時期」的關鍵人物,但他也告誡說,扭轉「不可能一夜之間發生」。星巴克在其主要市場面臨着挑戰,包括連續兩個季度同店銷售下滑。
Cramer previously emphasized Niccol's pivotal role in Starbucks' turnaround. In his show, Cramer highlighted that Niccol is the "key to a new Starbucks," but cautioned that the turnaround "can't happen overnight." Starbucks has faced challenges in its major markets, including a decline in same-store sales for two consecutive quarters.
Cramer先前強調Niccol在星巴克的重要作用。Cramer在節目中強調Niccol是「開啓新星巴克的關鍵」,但他警告稱,扭轉局面「不可能一夜之間發生」。星巴克在其主要市場面臨挑戰,包括連續兩個季度的同店銷售額下降。
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This story was generated using Benzinga Neuro and edited by Kaustubh Bagalkote
本報道使用Benzinga Neuro生成,並由Kaustubh Bagalkote