<p>作者：Tomi Kilgore</p>
<p>由于可比门店销售再次上升，并且是两年来的最大增幅，股票反弹，以弥补又一次的利润失误。</p>
<p>星巴克连续第二个季度实现了至少开业一年的门店销售增长，显示出复苏的迹象。</p>
<p>在咖啡连锁店报告关键销售指标以两年来最快的速度增长后，星巴克的股票在周三上涨，预示着更好的时光即将到来。</p>
<p>尽管第一财季的利润再次低于华尔街的预期，但总收入的增长超过了分析师的模型，北美市场表现尤为强劲。</p>
<p>这些结果出现在投资者一直寄希望于复苏的背景下，这一过程已经持续了近两年。该股票（SBUX）在周二之前本月上涨了 13.7%，有望实现一年以来最佳的月度表现。</p>
<p>周三，该股票在最近的早盘交易中上涨了 1.8%，有望创下自 2025 年 4 月 2 日以来的最高收盘价。</p>
<p>可比门店销售，即至少开业 13 个月的门店销售，同比上升 4%，这是在连续六个季度下降后实现的第二个季度增长。这一增幅超过了 FactSet 编制的分析师平均预期的 2.3%。</p>
<p>增长的原因是交易数量上升了 3%，价格上涨了 1%。北美的可比门店销售增长了 4%，国际市场增长了 5%。</p>
<p>在另一个客户回归的迹象中，首席执行官 Brian Niccol 在与分析师的财报电话会议上表示，星巴克奖励计划的 90 天活跃会员在本季度达到了创纪录的 3550 万。他表示，奖励交易在八个季度以来首次增长，而非奖励交易的增长速度更快。</p>
<p>Niccol 表示：“从我们的顶线结果来看，‘回归星巴克’ 计划显然是有效的，我们的复苏正在取得成效。” 顶线结果指的是收入。</p>
<p>总收入增长了 5.5%，达到 99.2 亿美元，超过了 FactSet 的共识预期的 96.5 亿美元。北美收入增长了 3%，达到 72.8 亿美元，超出预期的 71.9 亿美元，国际收入增长了 10%，达到 20.6 亿美元，超过分析师预测的 20.1 亿美元。</p>
<p>与此同时，净收入下降了 62.4%，降至 2.933 亿美元，受到一次性税收和重组成本的影响。调整后的每股收益（不包括非经常性项目）从 69 美分降至 56 美分，未能达到 FactSet 的每股收益共识 59 美分。</p>
<p>这是连续第四个季度的底线失误，也是过去九个季度中的第八次失误。</p>
<p>在 2026 年，公司预计可比门店销售增长为 3%“或更高”，这与当前 FactSet 共识的 3% 增长相比较。公司预计 2026 年的调整后每股收益为 2.15 美元至 2.40 美元，而分析师预测的每股收益为 2.35 美元。</p>
<p>在过去 12 个月中，该股票下跌了 3%，而标准普尔 500 指数（SPX）上涨了 15%。</p>
<p>-Tomi Kilgore</p>
<p>此内容由 MarketWatch 创作，MarketWatch 由道琼斯公司运营。MarketWatch 与道琼斯新闻通讯和《华尔街日报》独立出版。</p>
<p>（完）道琼斯新闻通讯</p>
<p>01-28-26 1136ET</p>

星巴克

食品饮料 ETF - PowerShares

<p>星巴克报告了连续第二个季度的可比门店销售增长，增长了 4%，这标志着公司的转机。尽管利润未达预期，总收入仍增长了 5.5%，达到 99.2 亿美元，超出分析师的预期。公告发布后，股价上涨了 1.8%，反映出投资者的乐观情绪。然而，由于一次性成本，净收入下降了 62.4%。公司预计到 2026 年将继续增长，预计可比门店销售将增长 3% 或更多。在过去一年中，股价下降了 3%，与标准普尔 500 指数 15% 的涨幅形成对比</p>

<p>By Tomi Kilgore</p>
<div class="lb-trans"><p>作者：Tomi Kilgore</p>
</div><p>The stock rallies, as comparable-store sales rise again, and by the most in two years, to offset another profit miss</p>
<div class="lb-trans"><p>由于可比门店销售再次上升，并且是两年来的最大增幅，股票反弹，以弥补又一次的利润失误。</p>
</div><p>Starbucks sees a second straight quarter of growth in sales of stores open at least a year, in a sign that the turnaround is taking shape.</p>
<div class="lb-trans"><p>星巴克连续第二个季度实现了至少开业一年的门店销售增长，显示出复苏的迹象。</p>
</div><p>Shares of Starbucks rallied Wednesday, after the coffee chain reported quarterly growth in a key sales metric at the fastest rate in two years, in a sign that better times are ahead.</p>
<div class="lb-trans"><p>在咖啡连锁店报告关键销售指标以两年来最快的速度增长后，星巴克的股票在周三上涨，预示着更好的时光即将到来。</p>
</div><p>While fiscal first-quarter profit came in below Wall Street forecasts, again, total revenue grew more than analysts were modeling, with particular strength in North America.</p>
<div class="lb-trans"><p>尽管第一财季的利润再次低于华尔街的预期，但总收入的增长超过了分析师的模型，北美市场表现尤为强劲。</p>
</div><p>The results come as investors have been banking on a turnaround, which has been in the works for nearly two years. The stock (SBUX) had run up 13.7% this month through Tuesday, toward its best monthly performance in a year.</p>
<div class="lb-trans"><p>这些结果出现在投资者一直寄希望于复苏的背景下，这一过程已经持续了近两年。该股票（SBUX）在周二之前本月上涨了 13.7%，有望实现一年以来最佳的月度表现。</p>
</div><p>On Wednesday, the stock was up 1.8% in recent morning trading, which put it on track for the highest close since April 2, 2025.</p>
<div class="lb-trans"><p>周三，该股票在最近的早盘交易中上涨了 1.8%，有望创下自 2025 年 4 月 2 日以来的最高收盘价。</p>
</div><p>Comparable-store sales, or sales in stores open at least 13 months, rose 4% from the same period a year ago, marking the second straight quarterly increase after six consecutive quarters of declines. That beat the average analyst estimate compiled by FactSet of 2.3% growth.</p>
<div class="lb-trans"><p>可比门店销售，即至少开业 13 个月的门店销售，同比上升 4%，这是在连续六个季度下降后实现的第二个季度增长。这一增幅超过了 FactSet 编制的分析师平均预期的 2.3%。</p>
</div><p>The growth was the result of a 3% rise in the number of transactions and a 1% increase in price. Comparable-store sales rose 4% in North America, and 5% internationally.</p>
<div class="lb-trans"><p>增长的原因是交易数量上升了 3%，价格上涨了 1%。北美的可比门店销售增长了 4%，国际市场增长了 5%。</p>
</div><p>And in another sign that customers were coming back, Chief Executive Brian Niccol said on the post-earnings call with analysts that 90-day active members of the Starbucks Rewards program reached a record 35.5 million customers during the quarter. He said rewards transactions increased for the first time in eight quarters, and non-rewards transactions grew even faster.</p>
<div class="lb-trans"><p>在另一个客户回归的迹象中，首席执行官 Brian Niccol 在与分析师的财报电话会议上表示，星巴克奖励计划的 90 天活跃会员在本季度达到了创纪录的 3550 万。他表示，奖励交易在八个季度以来首次增长，而非奖励交易的增长速度更快。</p>
</div><p>&#34;It is clear from our top-line results that our 'Back to Starbucks' plan is working and our turnaround is taking hold,&#34; Niccol said, according to an AlphaSense transcript. Top-line results refers to revenue.</p>
<div class="lb-trans"><p>Niccol 表示：“从我们的顶线结果来看，‘回归星巴克’ 计划显然是有效的，我们的复苏正在取得成效。” 顶线结果指的是收入。</p>
</div><p>Total revenue grew 5.5% to $9.92 billion, beating the FactSet consensus of $9.65 billion. North America revenue was up 3% to $7.28 billion, above expectations of $7.19 billion, and international revenue was up 10% to $2.06 billion to top analyst forecasts of $2.01 billion.</p>
<div class="lb-trans"><p>总收入增长了 5.5%，达到 99.2 亿美元，超过了 FactSet 的共识预期的 96.5 亿美元。北美收入增长了 3%，达到 72.8 亿美元，超出预期的 71.9 亿美元，国际收入增长了 10%，达到 20.6 亿美元，超过分析师预测的 20.1 亿美元。</p>
</div><p>Meanwhile, net income dropped 62.4% to $293.3 million, weighed by a one-time tax and restructuring costs. Adjusted earnings per share, which excludes the nonrecurring items, fell to 56 cents from 69 cents, missing the FactSet EPS consensus of 59 cents.</p>
<div class="lb-trans"><p>与此同时，净收入下降了 62.4%，降至 2.933 亿美元，受到一次性税收和重组成本的影响。调整后的每股收益（不包括非经常性项目）从 69 美分降至 56 美分，未能达到 FactSet 的每股收益共识 59 美分。</p>
</div><p>That was the fourth straight quarterly bottom-line miss, and the eighth miss over the past nine quarters.</p>
<div class="lb-trans"><p>这是连续第四个季度的底线失误，也是过去九个季度中的第八次失误。</p>
</div><p>In 2026, the company sees comparable-store sales growth of 3% &#34;or greater,&#34; which compares with the current FactSet consensus for a 3% rise. The company is projecting 2026 adjusted EPS of $2.15 to $2.40, while analysts were modeling for EPS of $2.35.</p>
<div class="lb-trans"><p>在 2026 年，公司预计可比门店销售增长为 3%“或更高”，这与当前 FactSet 共识的 3% 增长相比较。公司预计 2026 年的调整后每股收益为 2.15 美元至 2.40 美元，而分析师预测的每股收益为 2.35 美元。</p>
</div><p>The stock has lost 3% over the past 12 months, while the S&amp;P 500 index SPX has advanced 15%.</p>
<div class="lb-trans"><p>在过去 12 个月中，该股票下跌了 3%，而标准普尔 500 指数（SPX）上涨了 15%。</p>
</div><p>-Tomi Kilgore</p>
<div class="lb-trans"><p>-Tomi Kilgore</p>
</div><p>This content was created by MarketWatch, which is operated by Dow Jones &amp; Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal.</p>
<div class="lb-trans"><p>此内容由 MarketWatch 创作，MarketWatch 由道琼斯公司运营。MarketWatch 与道琼斯新闻通讯和《华尔街日报》独立出版。</p>
</div><p>(END) Dow Jones Newswires</p>
<div class="lb-trans"><p>（完）道琼斯新闻通讯</p>
</div><p>01-28-26 1136ET</p>
<div class="lb-trans"><p>01-28-26 1136ET</p>
</div>

星巴克奖励那些押注公司转型已见成效的投资者