Guru Burger, Mutengo Wakawanda.
Kuwana bhizimisi yakanaka hazvikwanisi; Iwe unofanirwa kuita basa rechikoro pamatanda. Kana iwe usingaiti, kana iwe ukangotenga chikwata nokuti iwe unoda chigadzirwa, "kutenga zvaunoziva" zvinogona kukurwisa iwe.
Ndinotenda kuti Shake Shack yava kuda kuratidza izvi.
Iyo inofadza, mireniyadhi-yakabatana, burger pamwe yakapetwa kaviri mukutanga kwayo IPO zuva muna 2015 uye yakapetwazve zvakare munguva pfupi. Pakati penzira iyo "shack" yakaita zvakawanda zvakakwana, asi nhamba yacho inogona kutadza kudzorera kudzoka kwakanaka kuvashambadzi kutenga nhasi. Heino chikonzero.
Valuation
Iwe haufaniri kunge uri nyanzvi yekutarisa kuti uone izvozvo Shake Shack's stock is tad pricey.
- Nzvimbo inotengesa pamutengo wekuwana (P / E) yakawanda kupfuura 1 000 uye mberi kwayo P / E iri 550. Nechiyero chero chipi zvacho, iyo inotarisirwa kusinganzwisisiki. Ikozvino P / E yeS & P 500 iri 20! IP / E yeChipotle, mambo wekutsanya kwekutsvaga, iyo 40.
- Nhasi, Shake Shack ine misika yemari yepamusoro ye $ 3 bhiriyoni. Nokuenzanisa, Brinker International, kambani yemubereki inobatsira yeChilis neMaggiano's Little Italy, inewo misika yemakero inotenderera $ 3 bhiriyoni. Shake Shack ine 63 restaurants, Brinker ine 1,622. Misika iri kutitaurira kuti imwe neimwe yekutengesa shack inodarika makumi maviri nepamashanu kupfuura imwe Brinker yekudya; izvi hazvibatsirwi nemari yekuwana, mari, kana imwe yematric.
- Vavhareji muongorori anofungidzira kuti Shake Shack's stock price, pakupera kwegore, iri pedo ne $ 45. Kunyange zvazvo vaongorori kazhinji vasina kururama, kana kuongororwa iri kure kure chimwe chinhu chingave chakave chehove.
Ndinogona kuenderera mberi, asi iwe unowana pfungwa, chero ipi zvayo sengo inopisa zvikuru. Zvinotarisirwa nevashambadziri kuzvibvunza ndezvipi: sei chikwata chakaenda zvakakwirira uye chinogona kuramba chiripo?
Zvikonzero zvekugadzira uye motokari yekutengesa Shake Shack
Iko maonero angu kuti zvinhu zvisingaverengeki zvichitengesa Shake Shack yemari yekutengesa kusvika.
- Nzvimbo ine nhamba shomanana yezvikamu zvakakosha, asi hukuru hunofadza. Apo chero ipi zvayo yakanaka inopikisana, vatengesi vashomanana vanovharwa kunze uye mutengo wematengo unowedzerwa kumusoro nokuti kune mikana shoma shoma. Izvi hazvizove zvakadaro kana Shake Shack yakabudisa mamwe mapoka, kana dai yaiva nevashambadzi vashomanana.
- Nzvimbo yacho yakapinda mumamiriro ekufambisa kwePOs zvakashata seChipotle, Potbelly, Noodles & Company, uye Zoe's Kitchen. Pakati peboka, Chipotle chete ndiye akararama kusvika kune iyo hype. Izvo zvose zvakasimuka sePIP, zvakashuma zvishoma zvigaro zvakanaka, uye zvino dzoka zvakare pasi pano. Izvi hazvirevi kuti Shake Shack haigone kuratidza kuti yakasiyana, asi zvisati zvamboita IPO bump yake yakatanga kutungamirirwa pa pure hype.
- Nzvimbo yacho yakasimuka pamusoro pehupenzi nekufungidzira. Apo ichangobva kuendeswa kune chiziviso zita rokuti "Chicken Shack," nhumbi yakasimuka pakufungidzira kwechinhu chitsva kana chigadzirwa. Apo iyo CEO ikati haazobvumi kutora, iyo inotengesa zvakare zvakare. Izvi zvakasikwa, sengo inozivikanwa iye zvino uye zvinyorwa zvinoda kunyorwa pamusoro pechinhu. Asi kutenga zvigadzirwa pamashoko aya zvinoda kuti vatengesi vatore zvikwata zvakakura zvekutenda (sekufunga kuti kuwana kana chikwata chekuku chichabudirira). Izvo zvoupenzi chete.
Usandibata zvakaipa, kune zvakawanda zvezvinhu zvakanaka zvinoitika pa Shake Shack. Iyo burger chain yakabudisa kota yemamiti mune imwechete-yekutengeserana kutengesa yakasangana 11.7% uye mari yaive yakasvika 56.3%. Iine chitubu chakanaka, chigadzirwa chakanaka, uye mhepo inotonhorera, kwete kureva chitendero chinotevera. Ndizvo chete kuti mutengo wekutengesa wakasimudzira mberi kwepamusoro pezvimwe zvinotarisirwa kukura.
Nhoroondo inotitaurira kuti indasitiri yekutengesa ndeyekukwikwidzana uye kuti Shake Shack ichadzoka shure. Iine mamwe "bora burger" makwikwi (Five Guys somuenzaniso) ayo akanyatsogadziriswa. Kana ikaramba iine kubudirira, vamwe vakwikwidzana vachauya uye mutemo wehuwandu huwandu huchakudzvisa pakuenzaniswa kwekutengesa kukura. Nzvimbo yacho inotengeswa pakuwedzera, asi kambani haina kuratidza pfungwa yayo ichashanda kunze kwenzvimbo huru, dzakapfuma, maguta akadai seNew York neChicago.
Chokwadi, Shake Shack icharamba ichikura, asi haizove yakarurama. Nzvimbo yacho inongotengeswa nemigumisiro iyo zvishoma zvitsva, kunyange zvikuru, zvinogona kurarama.