Laxman Narasimhan, Plaub Hlis 13, 2018.
Guillermo Gutierrez | Bloomberg | Cov duab Getty
Wall Street cov tshuaj tiv thaiv rau Starbucks 'CEO tshiab tau muted rau hnub Friday yav sawv ntxov, nrog kev sib koom poob txog 1% tom qab lub tuam txhab kas fes hu ua tsev noj mov kev lag luam sab nraud Laxman Narasimhan raws li nws tus thawj coj tom ntej.
Narasimhan yuav koom nrog lub tuam txhab thaum Lub Kaum Hli ua ntej nkag mus rau hauv txoj haujlwm sab saum toj hauv lub Plaub Hlis, Starbucks tshaj tawm lig hnub Thursday. Nws yuav ua tiav ib ntus CEO Howard Schultz, uas tau rov qab mus rau kas fes loj rau nws qhov thib peb stint thaum ntxov xyoo no. Schultz yuav nyob twj ywm ua tus kws pab tswv yim thiab tseem nyob hauv pawg thawj coj. BTIG tus kws tshuaj ntsuam Peter Saleh piv cov qauv rau tus qauv co-CEO hauv daim ntawv rau cov neeg siv khoom.
Tam sim no, txhua lub qhov muag yog nyob rau Starbucks 'cov neeg ua lag luam hnub hauv Seattle thaum Lub Cuaj Hli 13.
"Qhov tseem ceeb, qhov kev ntiav no tshem tawm qhov cuam tshuam loj rau [Starbucks] cov koom nrog, nrog rau kev tsom mus rau '22 Investor Day," Barclays kws tshuaj ntsuam Jeffrey Bernstein tau sau.
Lub tuam txhab cia siab tias yuav nthuav tawm cov phiaj xwm rov tsim kho tshiab uas yuav ua rau muaj kev hloov pauv loj rau cov saw thiab nws cov khw noj mov. Schultz tau tsim lub tswv yim thiab yuav nyob twj ywm hnyav nrog nws qhov kev siv.
Kev tawm mus yav dhau los Schultz tau ua rau ob tus lej poob rau Starbucks Tshuag. Thaum lub tuam txhab tshaj tawm thaum lig 2016 tias tom qab ntawd Tus Thawj Saib Xyuas Kev Ua Haujlwm Kevin Johnson yuav hloov Schultz, cov shares poob ntau npaum li 10% hauv kev lag luam txuas ntxiv. Johnson yog tus txheeb ze tshiab rau kev lag luam hauv khw noj mov, koom nrog Starbucks ua COO tom qab ntau xyoo ua haujlwm hauv tech.
Tab sis Wall Street tsis zoo li txhawj xeeb txog Starbucks txoj kev hloov pauv tshiab kawg. Thaum lub tuam txhab tshaj tawm nws cov CEO tuaj rau hnub Thursday yav tsaus ntuj, cov khoom lag luam poob qis dua 1% hauv kev lag luam txuas ntxiv. Hauv kev ua yeeb yam ntawm cov tub ua lag luam kev ntseeg siab hauv Narasimhan, feem ntawm nws qhov chaw ua haujlwm tam sim no, Lysol thiab Durex tus tswv Reckitt, poob ntau npaum li 5.7% rau hnub Thursday tom qab tshaj tawm tsis txaus ntseeg ntawm nws tawm mus tom qab lub hlis no.
"Narasimhan koom nrog Reckitt qhov chaw uas nws tau saib xyuas kev txhim kho kom tiav, yuav muaj txiaj ntsig zoo rau kev rov tsim kho Schultz kom pom tseeb rau [Starbucks]," Atlantic Equities kws tshuaj ntsuam Edward Lewis tau hais hauv tsab ntawv rau hnub Friday.
Cov kws tshuaj ntsuam tau tsom mus rau Narasimhan qhov kev paub thoob ntiaj teb, uas tuaj yeem ntxiv dag zog rau Starbucks kev muag khoom hauv cov lag luam tawm tshiab. Nws lub luag haujlwm yav dhau los suav nrog ua tus thawj coj PepsiCo cov Latin America, Europe thiab sub-Saharan Africa ua haujlwm.
Narasimhan "nqa qhov zoo ntawm txoj kev xav tshiab, kev muaj peev xwm ua thawj coj thiab lub zog" coj Starbucks mus rau qib tom ntej, Jefferies kws tshuaj ntsuam Andy Barish tau sau.
Tau qhov twg los: https://www.cnbc.com/2022/09/02/starbucks-ceo-transition-plan-gets-muted-reaction-from-wall-street.html