Community

๐Ÿ“Š Starbucks(NASDAQ: SBUX) ์‹ค์ ๋ฐœํ‘œ ํ˜„์ง€ ์‹œ๊ฐ„ 4์›” 28์ผ(ํ™”) ์žฅ ์ข…๋ฃŒ ํ›„ FY2020 2๋ถ„๊ธฐ(1/1~3/29) ์‹ค์  ๊ณต๊ฐœ 2๋ถ„๊ธฐ ๋งค์ถœ์€ $60์–ต์œผ๋กœ, ์‹œ์žฅ๊ธฐ๋Œ€์น˜๋Š” ์ƒํšŒํ–ˆ

๐Ÿ“Š Starbucks(NASDAQ: SBUX) ์‹ค์ ๋ฐœํ‘œ ํ˜„์ง€ ์‹œ๊ฐ„ 4์›” 28์ผ(ํ™”) ์žฅ ์ข…๋ฃŒ ํ›„ FY2020 2๋ถ„๊ธฐ(1/1~3/29) ์‹ค์  ๊ณต๊ฐœ 2๋ถ„๊ธฐ ๋งค์ถœ์€ $60์–ต์œผ๋กœ, ์‹œ์žฅ๊ธฐ๋Œ€์น˜๋Š” ์ƒํšŒํ–ˆ์œผ๋‚˜ ์ฝ”๋กœ๋‚˜19๋กœ ์ธํ•œ ์ผ์‹œ์  ์˜์—… ์ค‘๋‹จ/์‹œ๊ฐ„ ๋‹จ์ถ• ์˜ํ–ฅ์œผ๋กœ ์ „๋…„ ๋™๊ธฐ ๋Œ€๋น„ -5% ๊ฐ์†Œ ์˜์—…์ด์ต๊ณผ ๋‹น๊ธฐ์ˆœ์ด์ต์€ ๊ฐ $4.9์–ต(-50% yoy), $3.8์–ต(-43% yoy)์œผ๋กœ ์‹œ์žฅ๊ธฐ๋Œ€์น˜ ํ•˜ํšŒ "Comparable Store Sales(๋™์ผ ์ ํฌ ๋งค์ถœ)"๊ฐ€ 11๊ฐœ ๋ถ„๊ธฐ ๋งŒ์— ์ฒซ ์—ญ์„ฑ์žฅ(-10% yoy) ๐Ÿ‘‰ ์ค‘๊ตญ -50% yoy๊ฐ€ ์ฃผ์š” ์š”์ธ ํ˜„์žฌ ์šด์˜ ์ค‘์ง€ ๋งค์žฅ์€ ๋ฏธ๊ตญ์ด 50%, ์˜๊ตญ ๋ฐ ์ผ๋ณธ ๋“ฑ์ด 75%(์šฐ๋ฆฌ๋‚˜๋ผ์™€ ๋งŽ์ด ๋‹ค๋ฅธ ์ƒํ™ฉ). ์ค‘๊ตญ์€ ํ˜„์žฌ 98%๊ฐ€ ์šด์˜ ์žฌ๊ฐœ. ์‹ค์  ๋ฐœํ‘œ ์ž๋ฃŒ https://s22.q4cdn.com/869488222/files/doc_financials/2020/Q2/ER-2Q20-_Final_4-28-2020.pdf ๐Ÿ”Š ์•„๋ž˜ ๋งํฌ์— ์ ‘์† ํ›„ ๊ฐ„๋‹จํ•œ ๋“ฑ๋ก(์ด๋ฆ„, ์ด๋ฉ”์ผ, ํšŒ์‚ฌ๋ช… ์ž…๋ ฅ)์„ ํ•˜์‹œ๋ฉด ๊ฒฝ์˜์ง„์˜ ์‹ค์ ๋ฐœํ‘œ ๋ฐ ์งˆ์˜์‘๋‹ต replay๋ฅผ ์ฒญ์ทจํ•˜์‹ค ์ˆ˜ ์žˆ์Šต๋‹ˆ๋‹ค. (ํ˜„์ง€์‹œ๊ฐ„์œผ๋กœ 4์›” 29์ผ์—๋Š” Microsoft, Facebook, Tesla, eBay ๋“ฑ ์ฃผ์š” ์ธํ„ฐ๋„ท์‚ฌ์˜ ์‹ค์ ์ด ๊ณต๊ฐœ๋ฉ๋‹ˆ๋‹ค)

์•Œ๋ฆผ

์•Œ๋ฆผ์ด ์—†์Šต๋‹ˆ๋‹ค