On Oct 24, major Wall Street analysts update their ratings for $Starbucks (SBUX.US)$, with price targets ranging from $76 to $115.
Morgan Stanley analyst Brian Harbour maintains with a buy rating, and maintains the target price at $115.
BofA Securities analyst Sara Senatore maintains with a buy rating.
Barclays analyst Jeff Bernstein maintains with a buy rating, and maintains the target price at $110.
Wells Fargo analyst Zachary Fadem maintains with a buy rating, and maintains the target price at $105.
Jefferies analyst Andy Barish maintains with a sell rating, and maintains the target price at $76.
Furthermore, according to the comprehensive report, the opinions of $Starbucks (SBUX.US)$'s main analysts recently are as follows:
Starbucks' preliminary Q4 results came in below expectations, and there is anticipation of improved U.S. sales trends in Q1, partly due to easier comparisons and moving past boycotts in the U.S. Meanwhile, projections for FY25 earnings were already set for flat to negative growth. Further insights are expected to be shared during the upcoming earnings call regarding the 'Back to Starbucks' strategic initiatives spearheaded by the new CEO.
Starbucks' pre-announcement hinted at numerous strategic conversations among investors, encompassing reinvestments in store infrastructure, labor investments, and a renewed emphasis on the in-store experience, which may temporarily affect mobile transactions and sales. It appears that further adjustments to sales projections might occur, and there is an anticipation of a growth trajectory more aligned with that of global quick-service counterparts rather than Starbucks' historical growth objectives.
The firm is modifying its projections for the restaurant industry, which includes changes in estimates and an adaptation to higher market multiples in anticipation of the upcoming quarterly reports from the sector.
The firm lowered its perspective on Starbucks following the company's preliminary Q4 results, which revealed a 6% decrease in North America comps, accompanied by a suspension of future guidance to facilitate a thorough evaluation and stabilization of the business. Although revenue figures fell marginally short of expectations, the extent of margin compression and the absence of forward-looking guidance were somewhat unforeseen. The firm acknowledges that the new CEO is honing in on pivotal matters, and based on his history, it's believed that he possesses the determination required to align the company strategically for those initiatives.
Here are the latest investment ratings and price targets for $Starbucks (SBUX.US)$ from 8 analysts:
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美東時間10月24日，多家華爾街大行更新了$星巴克 (SBUX.US)$的評級，目標價介於76美元至115美元。
摩根士丹利分析師Brian Harbour維持買入評級，維持目標價115美元。
美銀證券分析師Sara Senatore維持買入評級。
巴克萊銀行分析師Jeff Bernstein維持買入評級，維持目標價110美元。
富國集團分析師Zachary Fadem維持買入評級，維持目標價105美元。
富瑞集團分析師Andy Barish維持賣出評級，維持目標價76美元。
此外，綜合報道，$星巴克 (SBUX.US)$近期主要分析師觀點如下：
星巴克初步公佈的第四季業績低於預期，預計第一季美國銷售趨勢將改善，部分原因是由於更容易比較和美國抵制行動的結束。與此同時，FY25年營業收入的預測已經設定爲平穩至負增長。更多深入洞察將在即將舉行的業績會上分享，關於新CEO牽頭的「回歸星巴克」戰略舉措。
星巴克的預先公告暗示投資者之間進行了許多戰略性對話，其中包括對店鋪基礎設施的再投資、勞工投資，並重點強調店內體驗，這可能會暫時影響移動交易和銷售。似乎銷售預測的進一步調整可能會發生，人們預計增長軌跡更與全球快餐對手公司相符，而不是星巴克歷史增長目標相符。
該公司正在修改其對餐飲行業的預測，其中包括對估計的調整，並預期隨着來自該行業的季度報告的到來，對更高市場倍數的適應。
該公司根據星巴克初步公佈的第四季業績，降低了對星巴克的展望，顯示北美同店銷售額下降了6％，並暫停未來指導，以便對業務進行徹底評估和穩定。儘管營業收入數據略低於預期，但利潤率的下降程度和沒有展望的指導尚屬意外。該公司承認新CEO正在專注於關鍵事項，並基於他的歷史，認爲他具備了戰略地定位公司推動這些舉措所需的決心。
以下爲今日8位分析師對$星巴克 (SBUX.US)$的最新投資評級及目標價：
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