「财报听力训练营|第十二期」DAY 17-饮料创新带动增长

「财报听力训练营|第十二期」DAY 17-饮料创新带动增长

第十二期【星巴克】

DAY 17 原文

分析师Dennis Geiger想了解星巴克商店保持效率的因素。


「听力录音」



「听力原文」

Thank you, Dennis. So, a couple of things. You heard Kevin, in Kevin's remarks that we achieved the 6% comp in this quarter, 5 of those 6 points came from beverage growth. So beverage innovation is a large part of the work that we're doing that also is impacted by the work we're doing in in-store innovation also and the efficiencies that we're building there and then the digital relationships.

谢谢你,丹尼斯。所以,有几件事。你听凯文说,在凯文的讲话中,我们本季度实现了6%的利润,这6个点中有5个来自饮料增长。因此,饮料创新是我们所做工作的很大一部分,这也受到我们在店内创新工作的影响,以及我们在店内建立的效率和数字关系的影响。

If I could go a little bit further into the efficiencies that we're seeing in the store, we are actually doing a large amount of work around creating and improving productivity in the stores. And in many cases, this is not productivity driving activity by taking hours out and really reducing our cost position in the stores, it's actually to allow our partners to spend more time with our customers. So we're seeing record scores at this time of customer connection scores in our stores. These are record numbers. We believe it's a multitude of things, dealing with reducing the amount of tasks, the menial tasks that our store managers and our baristas have to do in our stores.

如果我能更深入地了解一下我们在商店里看到的效率,我们实际上正在做大量的工作来创造和提高商店的生产力。而且在很多情况下,这并不是通过抽出几个小时来提高生产力,并真正降低我们在商店的成本,而是让我们的合作伙伴有更多的时间与我们的客户在一起。所以我们现在看到的是我们商店的顾客关系得分的记录。这些是创纪录的数字。我们相信这是很多事情,处理减少任务的数量,我们的商店经理和我们的咖啡师必须在我们的商店做的谦逊的任务。

In addition to the equipment improvements that we're seeing, we have Nitro Cold Brew across all of our stores right now. When we put in the Mastrena II machine, we're seeing operational efficiencies. It's a lower profile machine. It allows our partners to see over the bar and interact with the customers. We're actually seeing a significant amount of work coming out of the work we have learned through our digital relationships. So we know more about who is coming in the morning.

除了我们看到的设备改进之外,我们现在所有的商店都有氮气咖啡。当我们把新一代机器投入使用时,我们看到了操作效率。这是一台接地气的机器。它让我们的合作伙伴可以看到酒吧外面,并与客户互动。事实上,我们看到大量的工作是从我们通过数字关系学到的。所以我们更清楚谁早上来。


「重点词汇解析」

1. Operational efficiencies:运营效率,主要是用来衡量所赚取的利润效率与运营成本之间关系的指标。运营效率越高,企业或投资的利润就越高。这是因为与替代品相比,该实体能够以相同或更低的成本产生更多的收入或收益。在金融市场中,当交易成本和费用减少时,就会产生运营效率。三点要点:1)运营效率是在给定的经济或金融活动期间产生多少成本的度量,其中较低的成本等于较高的效率。2)对于投资者和交易者而言,交易成本低时市场表现出运营效率。3)向交易者提供批量折扣或免费佣金是提高投资市场运作效率的一种方法。

2. Nitro Cold Brew:氮气咖啡。氮气咖啡源于美国,当地称为Nitro Cold Brew,是近年从咖啡重镇波特兰兴起的新式咖啡。顾名思义是在冷制咖啡的基础上,注入氮气,让咖啡融合氮气,成为充满微细气泡、口感犹如黑啤的独特冷咖啡。

3. Mastrena II machine:星巴克全自动咖啡机新一代机型



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「财报听力训练营|第十二期」DAY 17-饮料创新带动增长


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