Shake Shack Inc (NYSE: SHAK) tau tshaj tawm cov lus qhia rau tib lub tsev noj mov muag tag kis no uas tuaj nyob rau hauv me ntsis txaj muag ntawm Txoj Kev kwv yees. Shares tseem tau xaus ntau dua 5.0% rau hnub Tuesday.
Brown's bull case rau Shake Shack Tshuag
Cov saw ntawm cov khw noj mov ceev ceev cia siab tias yuav muaj 5.1% kev loj hlob txhua xyoo hauv nws cov khoom muag tib lub hlis no, raws li kev lag luam. xovxwm tso tawm.
Puas yog koj tab tom nrhiav kom tau cov xov xwm ceev, kub-cov lus qhia thiab kev tsom xam kev ua lag luam?
Sau npe rau Invezz cov ntawv xov xwm, hnub no.
Hauv kev sib piv, cov kws tshuaj ntsuam tau hu kom nce siab dua 6.1% hloov pauv. Tseem, Ritholtz 'Josh Brown xav kom cov tub ua lag luam tsis quav ntsej lub suab nrov thiab yuav Shake Shack Tshuag ntawm qib tam sim no.
Tib-shack kev muag khoom nce 5.0% rau Q4, margins nce 19%. Qhov no yog qhov hloov tshiab zoo. Qhov no yog $ 2.0 billion lub tuam txhab ua lag luam, uas nyob rau hauv lub tswv yim ntawm tej yam me me kiag li. Tons ntawm kev loj hlob ua ntej ntawm nws.
Rau tag nrho lub xyoo, New York-based tuam txhab tau hu kom nce 7.8% hauv nws tib lub tsev noj mov muag piv rau cov kws tshuaj ntsuam ntawm 8.1%. Shake Shack Tshuag yog nce li 20% xyoo-rau-hnub.
Shake Shack Tshuag tuaj yeem tsim nyog $ 100
Hais txog cov nyiaj tau los, Shake Shack kwv yees $ 238.5 lab hauv Q4 thiab $ 900.5 lab rau tag nrho xyoo nyiaj txiag - ob qho tib si kwv yees raws li kev cia siab. Ntawm CNBC's “Halftime Report”, Brown ntxiv:
Yog tias tsis yog rau kev sib kis, qhov no yuav yog $ 100 Tshuag. Tab sis lawv tau dhau los ntawm nws thiab tam sim no lub tuam txhab tau loj hlob dua. Kuv xav tias lawv tau dhau los ntawm lub sijhawm nyuaj tshaj plaws uas lawv yuav ntsib dua.
Hauv 2022, Shake Shack qhib 50 lub tsev noj mov tshiab thoob ntiaj teb. Thaum pib xyoo tas los, Invezz qhia uas CEO Randy Garutti cia siab tias 2022 yuav yog lub tuam txhab kev loj hlob xyoo tas los.
Raws li Josh Brown, cov khw noj mov tau cog lus ua kom nws cov neeg siv khoom zoo siab thiab qhov ntawd yuav nws thiaj li txhais tau tus nqi siab dua rau Shake Shack Tshuag.
Tau qhov twg los: https://invezz.com/news/2023/01/10/buy-shake-shack-stock-despite-soft-guidance/