Leej twg yog tus tshiab Starbucks CEO? Nws muaj 'kev paub tob' ntawm cov neeg siv khoom tab sis tsis muaj kev paub hauv tsev noj mov.

Coffee chain cov khoom
SBUX,
-2.88%
poob 2.9% rau hnub Friday, nrog nws qhov poob nce ntxiv vim tias kev lag luam dav dav tau raug kev cuam tshuam loj heev los ntawm ib nrab hnub.

Khw Muag Khoom: Dow down 338 cov ntsiab lus nyob ze ntawm kev sib tham hnub Friday cim los ntawm 845-point intraday viav vias

Cov neeg siv khoom-kev txiav txim siab-sector SPDR ETF
XLY,
-0.92%
poob 0.9% Hnub Friday, thiab S&P 500 index
SPX,
-1.07%
poob 1.1%; ob leeg tau txais txiaj ntsig zoo thaum sawv ntxov raws li Wall Street txhais cov ntawv tshaj tawm txog nyiaj hli lub Yim Hli raws li "Goldilocks" zaj dab neeg.

Narasimhan, uas yuav tawm los ua CEO ntawm Reckitt Benckiser Group PLC RBGLY UK: RKT Lub Cuaj Hlis 30, yuav koom nrog Starbucks thaum Lub Kaum Hli 1, tom qab tsiv mus rau Seattle los ntawm London. Thiab tom qab lub sijhawm hloov pauv uas peb lub sijhawm Starbucks CEO Howard Schultz tseem yog tus thawj coj ua haujlwm ib ntus, Narasimhan tau teem sijhawm los ua tus thawj coj hauv lub Plaub Hlis 1, 2023.

Nco tsis tau: Tus Thawj Coj Tshiab ntawm Starbucks - 'tus thawj coj hauv ntiaj teb,' hais tias Howard Schultz - yuav ua tus stint li barista.

Yog tias nws muaj kev nplij siab rau Starbucks cov tub ua lag luam, Reckitt cov tub ua lag luam zoo li tu siab pom Narasimhan, 55, tawm mus; Lub tuam txhab UK cov npe koom nrog poob 6.1% rau hnub Thursday tom qab xov xwm ntawm CEO npaj tawm mus. Txawm hais tias qhov kev poob qis no, cov khoom lag luam tau nce 14.5% nyob rau 12 lub hlis dhau los txog rau hnub Friday, thaum Starbucks shares tau poob 29.2% thiab S&P 500 tau poob 13.5%.

UK-based Reckitt yog tus tswv ntau yam khoom siv hauv tsev, suav nrog Lysol, Woolite, Clearasil thiab Airborne, tab sis tsis muaj kas fes lossis tsev noj mov hom.

"Thaum Mr. Narasimhan muaj kev paub tob txog cov neeg siv khoom thoob ntiaj teb, nws tsis muaj kev paub txog kev ua haujlwm hauv tsev noj mov," BTIG's Saleh tau sau rau hauv daim ntawv rau cov neeg siv khoom.

Tseem, Saleh rov hais dua nws qhov kev yuav khoom ntawm Starbucks thiab nws lub hom phiaj ntawm tus nqi ntawm $ 110, uas qhia txog 30% upside ntawm qib tam sim no.

Ua ntej koom nrog Reckitt, Narasimhan, yug hauv Is Nrias teb thiab tshaj tawm ib tug hais lus ntawm rau yam lus, tuav ntau lub luag haujlwm ntawm PepsiCo Inc.
PEB,
-1.27%,
suav nrog tus thawj coj lag luam thoob ntiaj teb thiab CEO ntawm lub tuam txhab dej haus thiab khoom noj txom ncauj Latin America, Europe thiab sub-Saharan Africa kev lag luam, nrog rau tus thawj coj nyiaj txiag ntawm PepsiCo Latin America thiab PepsiCo Americas Foods. Ua ntej nws lub sijhawm ntawm PepsiCo, Narasimhan yog tus thawj coj nrog McKinsey & Co.

Nws qhov kev paub thoob ntiaj teb tuaj yeem muab kev txhawb nqa rau Starbucks cov phiaj xwm nthuav dav.

"Peb ntseeg tias nws qhov kev teem sijhawm tuaj yeem teeb tsa theem rau kev nthuav dav hauv kev lag luam tawm tshiab, qhov twg lub hom lag luam tsis muaj cov khoom lag luam," Saleh sau.

Thiab muab Starbucks CEO-nrhiav keeb kwm, qhov tseeb tias Narasimhan tsis muaj kev paub hauv tsev noj mov yuav tsum tsis txhob poob siab. "Nws qhov kev teem caij tsom iav yav dhau los CEO kev hloov pauv suav nrog [cov neeg rau] Kevin Johnson thiab Jim Donald, tsis muaj [leej twg] muaj kev paub txog kev ua haujlwm hauv tsev noj mov sab nraud," Saleh sau.

Qhov xav tsis thoob, Saleh tau hais tias, yog Starbucks tsis tos txog hnub Investor Day rau lub Cuaj Hlis 13 los ua CEO tshaj tawm. Yog vim li cas tej zaum yuav yog qhov kev tshaj tawm ntxov tso cai rau Wall Street tsom mus rau txoj kev npaj tswv yim thiab kev ua haujlwm ntev uas lub tuam txhab nteg tawm ntawm Hnub Ua Lag Luam es tsis yog tus txiv neej tshiab ntawm tus thawj coj, Saleh tau hais.