{"id":65155,"date":"2024-10-30T00:34:28","date_gmt":"2024-10-29T23:34:28","guid":{"rendered":"https:\/\/www.infokuryr.cz\/n\/?p=65155"},"modified":"2024-10-29T16:52:21","modified_gmt":"2024-10-29T15:52:21","slug":"starbucks-trpi-klesajicimi-trzbami-novy-generalni-reditel-planuje-obrat-k-lepsimu","status":"publish","type":"post","link":"https:\/\/www.infokuryr.cz\/n\/2024\/10\/30\/starbucks-trpi-klesajicimi-trzbami-novy-generalni-reditel-planuje-obrat-k-lepsimu\/","title":{"rendered":"Starbucks trp\u00ed klesaj\u00edc\u00edmi tr\u017ebami, nov\u00fd gener\u00e1ln\u00ed \u0159editel pl\u00e1nuje obrat k lep\u0161\u00edmu"},"content":{"rendered":"
<\/div>\n

Zn\u00e1m\u00fd kav\u00e1rensk\u00fd \u0159et\u011bzec Starbucks se ji\u017e n\u011bkolik m\u011bs\u00edc\u016f pot\u00fdk\u00e1 se slab\u0161\u00edmi tr\u017ebami, co\u017e potvrdily i posledn\u00ed p\u0159edb\u011b\u017en\u00e9 finan\u010dn\u00ed ukazatele za \u010dtvrt\u00e9 \u010dtvrtlet\u00ed fisk\u00e1ln\u00edho roku 2024. Existuje v\u0161ak nad\u011bje v podob\u011b nov\u00e9ho gener\u00e1ln\u00edho \u0159editele, kter\u00fd m\u00e1 pl\u00e1n, jak situaci zvr\u00e1tit. Starbucks mus\u00ed zm\u011bnit p\u0159\u00edstup k z\u00e1kazn\u00edk\u016fm a z\u00e1rove\u0148 naslouchat sv\u00fdm zam\u011bstnanc\u016fm, kte\u0159\u00ed identifikovali mnoho provozn\u00edch probl\u00e9m\u016f.<\/em><\/p>\n

Finan\u010dn\u00ed v\u00fdsledky zklamaly o\u010dek\u00e1v\u00e1n\u00ed trhu<\/strong><\/span><\/p>\n

P\u0159edb\u011b\u017en\u00e9 v\u00fdsledky tr\u017eeb za 4. \u010dtvrtlet\u00ed roku 2024 (t\u0159\u00edm\u011bs\u00ed\u010dn\u00ed obdob\u00ed kon\u010d\u00edc\u00ed 29. z\u00e1\u0159\u00ed 2024) ukazuj\u00ed meziro\u010dn\u00ed pokles o 3 % na 9,1 miliardy USD a upraven\u00fd zisk na akcii (EPS) \u010din\u00ed 0,80 USD, co\u017e je pod konsensu\u00e1ln\u00edm o\u010dek\u00e1v\u00e1n\u00edm trhu, kter\u00fd p\u0159edpokl\u00e1dal tr\u017eby ve v\u00fd\u0161i 9,38 miliardy USD a EPS ve v\u00fd\u0161i 1,03 USD.* Tr\u017eby ze st\u00e1vaj\u00edc\u00edch prodejen klesly meziro\u010dn\u011b o cel\u00fdch 7 %, co\u017e p\u0159edstavuje nejv\u011bt\u0161\u00ed pokles od pandemie Covid-19 a t\u0159et\u00ed \u010dtvrtlet\u00ed poklesu v \u0159ad\u011b. Hlavn\u00edm probl\u00e9mem je oslaben\u00e1 popt\u00e1vka na kl\u00ed\u010dov\u00fdch trz\u00edch, jako je Severn\u00ed Amerika, kde Starbucks zaznamenal 6% pokles tr\u017eeb podle tohoto ukazatele, zat\u00edmco v \u010c\u00edn\u011b to bylo dokonce 14 %. Spole\u010dnost to p\u0159i\u010d\u00edt\u00e1 rostouc\u00ed konkurenci, kter\u00e1 nab\u00edz\u00ed levn\u011bj\u0161\u00ed alternativy a m\u011bn\u00ed chov\u00e1n\u00ed a preference spot\u0159ebitel\u016f. Navzdory neuspokojiv\u00fdm v\u00fdsledk\u016fm pl\u00e1nuje Starbucks zv\u00fd\u0161it dividendu z 0,57 na 0,61 USD na akcii, aby pos\u00edlil d\u016fv\u011bru investor\u016f.<\/p>\n

V\u00fdzvy pro nov\u00e9ho gener\u00e1ln\u00edho \u0159editele<\/strong><\/span><\/p>\n

Pod veden\u00edm nov\u00e9ho gener\u00e1ln\u00edho \u0159editele Briana Niccola nyn\u00ed spole\u010dnost Starbucks p\u0159ipravuje novou strategii, kter\u00e1 by ji m\u011bla vr\u00e1tit k r\u016fstu, co\u017e ji p\u0159im\u011blo pozastavit finan\u010dn\u00ed v\u00fdhled na fisk\u00e1ln\u00ed rok 2025. Niccol, kter\u00fd d\u0159\u00edve p\u016fsobil jako gener\u00e1ln\u00ed \u0159editel spole\u010dnosti Chipotle Mexican Grill, se v t\u00e9to spole\u010dnosti \u00fasp\u011b\u0161n\u011b vypo\u0159\u00e1dal s podobn\u00fdmi probl\u00e9my v oblasti prodeje. C\u00edlem iniciativy nazvan\u00e9 \u201ePl\u00e1n n\u00e1vratu ke Starbucksu\u201c je zam\u011b\u0159it se na prvky, kter\u00e9 kdysi odli\u0161ovaly spole\u010dnost od konkurence a d\u00edky nim\u017e si zna\u010dka z\u00edskala oblibu. Niccol \u00fadajn\u011b str\u00e1vil n\u011bkolik t\u00fddn\u016f v prodejn\u00e1ch Starbucks a naslouchal zp\u011btn\u00e9 vazb\u011b od z\u00e1kazn\u00edk\u016f i zam\u011bstnanc\u016f. Na z\u00e1klad\u011b toho, co sly\u0161el, zd\u016fraznil pot\u0159ebu zjednodu\u0161it postupy a znovu se zam\u011b\u0159it na kvalitn\u00ed k\u00e1vu. T\u011bchto c\u00edl\u016f v\u0161ak lze dos\u00e1hnout pouze s motivovan\u00fdmi zam\u011bstnanci, kte\u0159\u00ed se v sou\u010dasn\u00e9 dob\u011b pot\u00fdkaj\u00ed s obt\u00ed\u017en\u00fdmi podm\u00ednkami, jako jsou n\u00edzk\u00e9 mzdy a nedostatek person\u00e1lu v r\u016fzn\u00fdch pobo\u010dk\u00e1ch. Konkr\u00e9tn\u011bj\u0161\u00ed kroky k \u0159e\u0161en\u00ed t\u011bchto probl\u00e9m\u016f p\u0159edstav\u00ed Starbucks 30. \u0159\u00edjna, kdy zve\u0159ejn\u00ed kompletn\u00ed finan\u010dn\u00ed v\u00fdsledky za uplynul\u00e9 fisk\u00e1ln\u00ed obdob\u00ed.<\/p>\n

V\u00fdkonnost akci\u00ed podpo\u0159il nov\u00fd \u0159editel a hedgeov\u00fd fond<\/strong><\/span><\/p>\n

V \u00fater\u00fd 22. \u0159\u00edjna po skon\u010den\u00ed obchodov\u00e1n\u00ed klesla cena akci\u00ed Starbucks na burze Nasdaq o v\u00edce ne\u017e 4 % po ozn\u00e1men\u00ed p\u0159edb\u011b\u017en\u00fdch v\u00fdsledk\u016f za uplynul\u00e9 \u010dtvrtlet\u00ed. A\u017e do srpna, kdy byl Niccol jmenov\u00e1n do \u010dela k\u00e1vov\u00e9ho gigantu, zaznamen\u00e1valy akcie v leto\u0161n\u00edm roce v\u00fdrazn\u00e9 ztr\u00e1ty, kdy\u017e vzrostly o t\u00e9m\u011b\u0159 25 %.* Americk\u00fd hedgeov\u00fd fond Starboard Value se rovn\u011b\u017e rozhodl podpo\u0159it spole\u010dnost investic\u00ed s t\u00edm, \u017ee jej\u00ed akcie jsou podhodnocen\u00e9.<\/p>\n

\"\"<\/p>\n

Z\u00e1v\u011br<\/strong><\/span><\/p>\n

Spole\u010dnost Starbucks se nach\u00e1z\u00ed v obt\u00ed\u017en\u00e9 situaci s klesaj\u00edc\u00edmi tr\u017ebami a sl\u00e1bnouc\u00ed popt\u00e1vkou. Nov\u00fd gener\u00e1ln\u00ed \u0159editel je v\u0161ak odhodl\u00e1n zm\u011bnit situaci t\u00edm, \u017ee bude naslouchat zp\u011btn\u00e9 vazb\u011b od spot\u0159ebitel\u016f i zam\u011bstnanc\u016f. P\u0159esto\u017ee v\u00fdsledky zat\u00edm nesplnily o\u010dek\u00e1v\u00e1n\u00ed trhu, zam\u011b\u0159en\u00ed na z\u00e1kladn\u00ed hodnoty by mohlo b\u00fdt kl\u00ed\u010dov\u00fdm krokem k obnoven\u00ed d\u016fv\u011bry z\u00e1kazn\u00edk\u016f a investor\u016f. [1]<\/p>\n

* \u00dadaje t\u00fdkaj\u00edc\u00ed se minulosti nejsou z\u00e1rukou budouc\u00edch v\u00fdnos\u016f.<\/p>\n

[1] V\u00fdhledov\u00e1 prohl\u00e1\u0161en\u00ed p\u0159edstavuj\u00ed p\u0159edpoklady a sou\u010dasn\u00e1 o\u010dek\u00e1v\u00e1n\u00ed, kter\u00e1 nemus\u00ed b\u00fdt p\u0159esn\u00e1 nebo jsou zalo\u017eena na sou\u010dasn\u00e9m ekonomick\u00e9m prost\u0159ed\u00ed, kter\u00e9 se m\u016f\u017ee zm\u011bnit. Tato prohl\u00e1\u0161en\u00ed nejsou z\u00e1rukou budouc\u00ed v\u00fdkonnosti. V\u00fdhledov\u00e1 prohl\u00e1\u0161en\u00ed v sob\u011b zahrnuj\u00ed riziko a nejistotu, proto\u017ee se t\u00fdkaj\u00ed budouc\u00edch ud\u00e1lost\u00ed a okolnost\u00ed, kter\u00e9 nelze p\u0159edv\u00eddat, a skute\u010dn\u00fd v\u00fdvoj a v\u00fdsledky se mohou podstatn\u011b li\u0161it od t\u011bch, kter\u00e9 jsou vyj\u00e1d\u0159eny nebo nazna\u010deny v jak\u00fdchkoli v\u00fdhledov\u00fdch prohl\u00e1\u0161en\u00edch.<\/p>\n

Pozor! Tento marketingov\u00fd materi\u00e1l nen\u00ed a nesm\u00ed b\u00fdt ch\u00e1p\u00e1n jako investi\u010dn\u00ed poradenstv\u00ed. \u00dadaje t\u00fdkaj\u00edc\u00ed se minulosti nejsou z\u00e1rukou budouc\u00edch v\u00fdnos\u016f. Investice v ciz\u00ed m\u011bn\u011b m\u016f\u017ee ovlivnit v\u00fdnosy v d\u016fsledku kol\u00eds\u00e1n\u00ed. V\u0161echny transakce s cenn\u00fdmi pap\u00edry mohou v\u00e9st k zisk\u016fm i ztr\u00e1t\u00e1m. V\u00fdhledov\u00e1 prohl\u00e1\u0161en\u00ed p\u0159edstavuj\u00ed p\u0159edpoklady a sou\u010dasn\u00e1 o\u010dek\u00e1v\u00e1n\u00ed, kter\u00e1 nemus\u00ed b\u00fdt p\u0159esn\u00e1 nebo vych\u00e1zej\u00ed ze sou\u010dasn\u00e9ho ekonomick\u00e9ho prost\u0159ed\u00ed, kter\u00e9 se m\u016f\u017ee zm\u011bnit. Tato prohl\u00e1\u0161en\u00ed nejsou z\u00e1rukou budouc\u00ed v\u00fdkonnosti. InvestingFox je ochrann\u00e1 zn\u00e1mka spole\u010dnosti CAPITAL MARKETS, o.c.p., a.s. regulovan\u00e9 N\u00e1rodn\u00ed bankou Slovenska.<\/p>\n

David Matulay, analytik spole\u010dnosti<\/em><\/strong> InvestingFox<\/em><\/strong><\/a><\/p>\n

 <\/p>\n","protected":false},"excerpt":{"rendered":"

Zn\u00e1m\u00fd kav\u00e1rensk\u00fd \u0159et\u011bzec Starbucks se ji\u017e n\u011bkolik m\u011bs\u00edc\u016f pot\u00fdk\u00e1 se slab\u0161\u00edmi tr\u017ebami, co\u017e potvrdily i…<\/p>\n","protected":false},"author":2,"featured_media":65156,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":[],"categories":[6],"tags":[1042,59,45,8129],"_links":{"self":[{"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/posts\/65155"}],"collection":[{"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/comments?post=65155"}],"version-history":[{"count":1,"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/posts\/65155\/revisions"}],"predecessor-version":[{"id":65163,"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/posts\/65155\/revisions\/65163"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/media\/65156"}],"wp:attachment":[{"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/media?parent=65155"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/categories?post=65155"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/tags?post=65155"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}