Invest Shift 株式投資ブログ




・発表日 2019/10/22 プレマーケット
・売上 $5.43B +1.1% コンセンサス予想より-$40M
GAAP EPS $2.11 +0.4% コンセンサス予想より-$0.10
GAAP net income $1.6B
・既存店売上高 +5.9%(コンセンサス予想 +5.5%)

・決算発表後の株価 終値-5.04%
・2019FYコンセンサス予想PER 199.27/7.99=24.93
・2020FYコンセンサス予想PER 199.27/8.73=22.82

流行りのplant burgerについての取り組み内容です。

We're interested in this clearly. We've taken the plant based product to Ontario, Canada. We've got 28 restaurants now. We only launched it with a couple of days of the quarter to go. So very early days. Clearly, there's been competitive activity, which you will all be aware of, which I'm sure has helped create some more immediate interest or some shorter term. So the response, consumer response, I guess what we're interested in is really how best to position this, get a sense of the vegetarian customer really what is their appetite for this, no pun intended, but they want to drive incremental visits, is it option just to switch out from time to time.

We want to get the taste right. We want to get the marketing right. We want get the operations right. So there's a number of important factors that we're learning quickly. And we think Ontario's a great spot because it will give us a good read across North America frankly, but also into the developed markets in Europe as well. So we think the reader cross will be beneficial and help us speed up our intelligence on this. So more to come clearly. But it's an area of interest for sure.


US 既存店売上高 +4.8%

International Operated 既存店売上高 +5.6%

International Developmental Licenced 既存店売上高 +8.1%




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