I-Burger enkulu, i-Stocky Stock.
Ukufumana ishishini elilungileyo alize lanele; kufuneka wenze umsebenzi wesikolo esikolweni. Ukuba awukuthi, ukuba uthengela isitokisi kuba uthanda umkhiqizo, "ukuthenga oko uyaziyo" kunokuguquka.
Ndiyakholwa ukuba iThack Shack iyakubonakalisa le ngongoma.
Ukuxhamla, ukulungelelanisa kweemillennial, ubambiswano lwe-burger kabini kwi-IPO yangaphambili ngomhla ka-2015 kwaye iphindwe kwakhona ngokufutshane. Ngendlela "i-shack" yenza into eninzi ngokufanelekileyo, kodwa isitokethi asikwazi ukubuyisela iindleko ezihlwaya kubatyalomali abathengayo namhlanje. Nasi isizathu.
Xabiso
Akudingeki ukuba ube yingcali yexabiso lokubona oko I-stock Shack ye-Shack is tad pricey.
- I-stock trades ngexabiso ukuya kwimali engenayo (P / E) ngaphezulu kwe-1,000 kwaye phambili phambili kwi-P / E ngu-550. Naluphi na umlinganiselo, oko kuyingqiqo. I-P / E yangoku ye-S & P 500 i-20! I-P / E ye-Chipotle, ukumkani weqonga elizimeleyo, lingama-40.
- Namhlanje, Shake Shack inexabiso lemalike nge-$ 3 billion. Ngokuthelekiswa, i-Brinker International, inkampani yomzali oyiNtengo yeChilis kunye ne-Italy yaseMaggiano, ibuye ibe ne-market cap malunga ne-$ 3 billion. Shake Shack inee-63 zokutya, iBrinker ine-1,622. Iimarike isitshela ukuba nganye yokutya i-Shack yokudlela ixabise amaxesha angaphezu kwama-25 ngaphezu kwe-Brinker nganye yokutya; oku akusixhaswanga ngumvuzo, inzuzo, okanye nayiphina imitha.
- Umlinganiselo wokuhlalutya umhlalutyi we-Shack's stock price, ekupheleni konyaka, ujikeleze i-$ 45. Nangona abahlalutyi bahlala bengalunganga, xa ukuqikelelwa kukude into into ingaba yintlanzi.
Ndingaqhubeka, kodwa ufumana iphuzu, nayiphi nayiphi na isitishi eshushu kakhulu. Ziziphi iimali-mali ezifunekayo ukuzibuza zona: kutheni isitokisi siphezulu kakhulu kwaye ingaqhubeka?
Izinto zokufakelwa kunye ne-hype drive Shack Shack
Ngoluvo lwam ukuba izinto ezininzi ezingaxhaswanga ziye zaqhuba i-Shack's stock price to date.
- Isitokhwe sinenani elincinci lezabelo ezingekhoyo, kodwa inzala enkulu emfutshane. Xa kukho naziphi iindaba ezilungileyo ezithintekayo, abathengisi abancinci bafunyaniswa kwaye intengo yesitokhwe iyaxakanyiswa phezulu kuba kukho izabelo ezimbalwa. Oku akuyi kuba njalo ukuba iThack Shack ikhuphe izabelo ezininzi, okanye ukuba ngababencinci abadayisi abancinci.
- Isitokisi siphephe ngokuhamba kwe-IPO ephuthumayo njenge-Chipotle, i-Potbelly, i-Noodle kunye neNkampani, kunye ne-Kitchen ye-Zoe. Kulo qela, kuphela i-Chipotle iphile ngokwenene. Bonke abanye baye baphakama njenge-IPO, baxelele iikota ezimbalwa ezilungileyo, baze babuyele emhlabeni. Oku akuthethi ukuba iThack Shack ayikwazi ukubonakalisa eyahlukileyo, kodwa ubuncinane i-IPO bump yayo yangaphambili iqhutywe kwi-hype ecocekileyo.
- Isitokhwe siphumelele kumahemuhemu kunye nokucatshulwa. Xa kutshanje kufakwe kwigama lokuthengisa igama elithi "Inkukhu Yenkukhu," isitokisi senyuka ngokucatshulwa kwimbono okanye imveliso entsha. Xa i-CEO yayo ithi akayi kulawula ukufunyanwa, intanethi yabuyiswa kwakhona. Oku kwendalo, isitishi sithandwa ngoku kwaye amanqaku kufuneka abhaliwe ngento ethile. Kodwa ukuthenga isitokethi kula mahemuhemu kufuna ukuba abatyali-mali bathathe inqwaba yokholo (njengoko kuthathwa ukufumana okanye imvo yenkukhu iya kuphumelela). Oko kuwubuwula.
Musa ukungahambi kakuhle, kukho izinto ezininzi ezintle ezenzeka kwi-Shake Shack. Umzila we-burger usanda kukhupha ikota ye-monster apho kuthengiswa khona i-store ye- 117% kunye nengeniso ye-56.3%. Inomhlaba omangalisayo, umgangatho wemveliso, kunye nomoya opholileyo, ungakhankanyi inkolo elandelayo. Kuphela nje ukuba intengo yesitokhwe iye yaphakama ngaphaya kweliphi na ukulindela okulindelekileyo kokukhula.
Imbali iyasitshela ukuba imboni yokutyela ikhuphisana ngokugqithiseleyo kwaye ukuba iThack Shack izakubuyisela emuva. Unomnye umncintiswano "ogqwesileyo obhetele" (abahlanu abaGqirha) ngokusekwe kakuhle. Ukuba iyaqhubeka iyimpumelelo, ukukhuphisana ngakumbi kuya kuza kwaye umthetho wamanani amaninzi uya kutsalwa ekukhuleni okuthelekisayo. Isitokethi sithengwa ngokunyusa, kodwa inkampani ingazange ibonakalise ingcamango yayo iya kusebenza ngaphandle kwemimandla emikhulu, eneempahla ezinjengeNew York neChicago.
Ngokuqinisekileyo, Shake Shack iya kukhula, kodwa ayiyi kuhamba ngqo. Isitokethi sithengiswa kuphela kwiziphumo ezimbalwa zokutya, nokuba zikhulu, zikwazi ukuhlala.