CCJ 鈾礦 Mining-Metal Ores Group
PYPL Finance-Card/PmtprTDW 原油, 研究原油供需, 可以的話, 2025繼續上
住在台灣, 被一堆親美媒體淹沒, 中國有沒有這麼差 !!
DPC Dash Ltd (1405.HK)
Restaurant Brands International Inc.
CITIC Limited (0267.HK)
把MHGVY 逢高賣掉, 去接 TDW 最近落下來
SBUK
過去3個月SBUX 下滑, 反映消費面受到通膨影響, 民眾越來越蹲節預算, 不一定會購買一杯3.99USD 星巴克
Eventually, the consumer got tired of the
high prices. On the most recent earnings call, CEO Laxman Narasimhan said, “In
this environment, many customers have been more exacting about where and how
they choose to spend their money, particularly with stimulus savings mostly
spent.” Inflation, which Americans feel is high (no matter what government
numbers show), has made people feel pinched financially. (Starbucks has union
problems as well.)
It is easy to say that Starbucks’ earnings
are the primary reason the share price has crashed. It has been down 22% in the
past year, while the S&P 500 has been up 25%. Revenue fell 2% in the most
recent period to $8.6 billion. Per-share earnings fell 14% to $.68. Narasimhan
said that Starbucks had plans to improve the numbers. In reality, there is
nothing he can do about inflation and the belief by many Americans that their
buying power is shrinking.
Starbucks opened 549 net new stores during the first quarter. The coffee chain ended Q1 with a record store count globally of 38,587 stores, of which 51% were company-operated and 49% were licensed. Also, half of its stores are located in international locations. By 2030, the goal is to have 55,000 locations running globally - of which China will be a major growth market. The important question here is can the brand continue to expand since it is already ubiquitous? The company’s management could likely be overly optimistic about its long-term expansion prospects.
wo pumps reinvention strategy continues to
deliver, and our possibilities as a company remain limitless, Still we face a
challenging operating environment. Headwinds discussed last quarter have
continued in a number of key markets, we continue to feel the impact of a more
cautious consumer, particularly with our more occasional customer, and a
deteriorating economic outlook has weighed on customer traffic and impact felt
broadly across the industry. In the U.S., severe weather impacted both our U.S.
and total company comp by nearly 3% during
the quarter. The remainder of our challenges were attributable to fewer visits
from our more occasional customers. Turning elsewhere. We still see economic
volatility in the Middle East, but we remain confident in the region's
long-term growth opportunities.
In China, we still see the effects of a
slower-than-expected recovery, and we see fierce competition among value
players in the market, but we are strengthening our premium position and our
team in China continues to execute with terrific rigor and heart as the market
shakeout continues and as demand recovers and matures. None of these realities
are excuses, some like weather are transitory. Others like a more cautious
consumer may persist longer, but much is within our control. There are three
execution opportunities in our U.S.
Third, reach and demonstrate more value for
our occasional and non-Starbucks Rewards customers. We have loyal customers in
the U.S., and they stay truly loyal in terms of frequency, transactions, and
the level of customization they sought with their purchases. We are a brand
known for the premium value we provide.Our one-of-a-kind experiential Starbucks
Reserve Roasteries, which elevate our brand and create lasting value had strong
transactions, fueled by innovation across our coffee platforms, other
beverages, and food. Throughout the quarter, brand perception of value for what
I get, on average, remained strong, and our pricing decisions have been
measured.
But in this environment, many customers are
being more exacting about where and how they choose to spend their money,
particularly with stimulus savings mostly spent. We saw this materialize over
the quarter as customers made the trade-offs but being food away from home and
food at home.Against that tide, we need to be able to reach and communicate
with our customers in a way that demonstrates our value, particularly through
Starbucks Rewards and the Starbucks app. We are accelerating back-end work on
the Starbucks app to ensure we better connect with our more occasional
customers. Starting in May, we will add new and exclusive in-app offers that
create additional value for our customers.
Macro pressures resulted in traffic
contraction this quarter. Performance was impacted by a decline in occasional
customers, changing holiday patterns, a highly promotional environment, and a
normalization of customer behaviors following last year's market reopening.
Like the U.S, our decline in occasional customers was most noticeable in the
afternoons and evenings. Still, there are many bright spots.
Starbucks remains the Chinese consumers'
first choice and away-from-home coffee across city, tier, and age group. Our
morning daypart in China registered growth fueled by coffee routines we've
cultivated. Mornings are now larger than before the pandemic. Delivery also
achieved positive comps.
Starbucks Rewards membership expanded with
active members now reaching a record $21 million. We're investing further to
grow our SR members and their loyalty to drive greater engagement and lifetime
value. Beverage innovation is also strong and validates the opportunity we see
to further drive the strength of our product pipeline in China. Through the
quarter, we unveiled 27 new products fueling brand excitement and meaningful
customer engagement and monthly customer connection scores are at their highest
ever as its partner engagement.
SBUX
Operating margin 過去3年下滑趨勢, 難怪機構投資人一直賣
過去5年營收不斷創高, 淨利想辦法持平 別下滑
公司從2016之後 就一直大量回購股票
INGR
MHGVY
KHC
關注 ORCL , 跟SNOW 做比較 (2024/9/15 ORCL 後來有漲起來)
ABNB 營收和淨利年增, 都明顯增加
COPX & CPER 銅
GOOG
對於Google來說，改善廣告增長、在削減成本後提高利潤率以及新的人工智慧推動力都是看好該股票的原因之一。
Anmuth寫道：「盡管還處於早期階段，但我們認為Gemini Ultra代表了重大的創新，並且應該會在2024年初推出時，開始縮小Gen AI差距。」本月初，Google推出了Gemini，這是Google大肆宣傳的生成式人工智慧模型，也是OpenAI GPT-4的競爭對手。
測試結果顯示，Gemini 在回答與時事相關的問題、識別人工智慧生成的圖像和飲食計畫方面比 ChatGPT 做得更好。 然而，它拒絕回答有關性和政治的棘手問題，也產生事實錯誤。相較之下，ChatGPT 則更人性化。記者表示，雖然與 ChatGPT 相比，他更喜歡 Gemini 的一些回應，但 ChatGPT 的對話語氣使與聊天機器人的互動成為更愉快、更人性化的體驗。
投 QLD Nasdaq * 2倍
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