高盛忧星巴克面临国内竞争 中国市场份额或将继续被蚕食
据美国CNBC报道称:出于对星巴克在中国市场需求疲软的担忧,高盛已经下调了星巴克的评级,将星巴克目标价从75美元下调至68美元。面对中国国内近几年迅速发展崛起的互联网线上咖啡业务,美国咖啡连锁巨头星巴克也面临了竞争压力,并通过与阿里巴巴结盟加速发展线上业务来应对。

目前收效还无法看到,相反以瑞幸,连咖啡等中国国内线上咖啡业务却发展更猛,尤其是瑞幸截至2018年底已在北上广深等全国22大城市完成2073家门店布局,消费客户达1254万,售出杯量8968万,在北京上海等城市核心区实现500米范围内100%覆盖。最近,瑞幸咖啡还任命Reinout Schakel为公司首席财务官兼首席战略官,向CEO钱治亚汇报,酝酿2019年冲刺港交所,这无疑会给星巴克带来更大挑战。
美国知名投行高盛也是首次对于星巴克再次做出评级调整,出综合多方面因素考虑,目前高盛仍然对星巴克在中国市场的业务持不乐观的态度。同样面临这一问题的美国另一巨头苹果公司,此前已经下调的业绩预估,同时在中国市场大幅度下调了多款手机的售价救市。星巴克是否会成为下一个折戟中国的美国巨头,今年将是关键一年。
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