Paʻi nui, Pricey Stock.
ʻAʻole i lawa ka loaʻaʻana o kaʻoihana maikaʻi; ponoʻoe e hana i nā haʻawina haʻawina i kahi kūʻai. Ināʻaʻoleʻoe, ināʻoe e kūʻai i kahi waiwai no kou makemake i kahi huahana, " hiki ke hoʻololi i kāu mea āu eʻike ai" e kū'ē iāʻoe.
Manaʻo wauʻo Shake Shack e ho'āʻo i kēia mea.
Ua hui pāluaʻia ka pilina, ka millennial-friendly, burger i kona lā IPO mua loa i 2015 a ua pāpālua houʻia i ka pōkole. Ma keʻano, ua nui nā mea i hanaʻia e ka "shack", akā,ʻaʻole hiki i ke kumupūʻai ke hāʻawi i nā makana maikaʻi i ka poʻe kūʻai kūʻai i kēia lā. Eia ke kumu.
Ke kumukūʻai
ʻAʻole ponoʻoe e lilo i mea koho no kaʻikeʻana Hoʻolālā maikaʻiʻo Shake Shack.
- ʻO kaʻoihana kūʻai kālā ma kahi kumukūʻai i loaʻa kālā (P / E) nui ma luna o 1,000 aʻo ka P / E mua he 550. Ma kekahiʻano, he kuhihewaʻole ia. ʻO ka P / E o kēia manawa no ka S & P 500 he 20! ʻO ka P / E no Chipotle,ʻo ka mō'ī o ka huina wikiwiki wikiwiki, he 40.
- I kēia lā,ʻo Shake Shack kahi kūʻai nui o ka'akikala ma kahi o $ 3 biliona. Ma ka hoʻohālikeʻana,ʻo Brinker International, kaʻohana makua maikaʻi o Chilis a me ka Little Little Maggiano o Italy, he pāʻani kālepa hoʻi i kahi $ 3 biliona. Hoʻokumuʻo Shake Shack i nāʻaina 63,ʻO Brinker he 1,622. Ke haʻi mai nei ka mākeke iā mākou eʻoi aku ka nui o nā hale kūʻaiʻo Shake Shack he 25 manawa ma mua o kēlā me kēia haleʻaina Brinker; ʻaʻole i kākoʻoʻia kēia ma muli o ka uku kālā, kālā, a me kekahi mea'ē aʻe.
- ʻO ka palena o ka hōʻailona maʻamau no ke kumukūʻai kūʻai o Shake Shack, ma ka hopena o ka makahiki, he $ 45. ʻOiai ke kuhi pinepineʻia nā mea hoʻopaneʻe, i ka wā e lōʻihi ai kēia mau mea i manaʻoʻia he mea iʻa.
Hiki iaʻu ke hele, akā i loaʻa iāʻoe ka helu, ma kekahiʻano e wela loa ke kumu. ʻO nā mea kālā e pono ai ke nīnau iā lākou iho: no ke aha i hele ai ke kūlana kiʻekiʻe a hiki iā ia ke hoʻomau?
Nā kumu hana kālaiʻia a me ka māmā puhi Shake Shack
Ke manaʻo nei au he nui nā kumuhana i loaʻaʻole i ka hoʻolālā kālā o Shake Shack i kēia lā.
- Heʻuʻuku liʻiliʻi ka nui o nā kumukūʻai kūleʻa, akā naʻe, he nui pōkole nui. Ke loheʻia kekahi lono maikaʻi, hoʻokuʻuʻia nā mea kūʻai iki a hoʻonuiʻia ke kumukūʻai no ka mea he kakaikahi wale nō. ʻAʻole kēia i ka hihia ke hāʻawiʻo Shake Shack i nā kuleana'ē aʻe, aiʻole inā he mau mea kūʻai iki.
- Ua hoʻopiʻiʻia ke kumukūʻai ma nāʻano o nā IPO likeʻole e like me Chipotle, Potbelly, Noodles & Company, a me Zoe. ʻO ka hui,ʻo Chipotle wale nō i ola pono i kona mele. ʻO nā mea i hoʻomaha e like me ka IPO, haʻi mai i kahi mau wahi maikaʻi, a laila hoʻi mai i lalo i ka honua. ʻAʻole kēia i manaʻoʻo Shake Shackʻaʻole hiki ke hōʻoia i keʻano likeʻole, akā ma lalo o ka pahuhopu IPO mua loa i hoʻoiliʻia ma luna o ka hype.
- Ua piʻi aʻe ka hua ma nā lono a me ka'ōhumu. I ka manawa i waiho kokeʻia aku ai i ka inoa inoa inoaʻo "Chicken Shack," ua kū ka hua i ka noʻonoʻo o kahi manaʻo hou a huahana paha. I ka wā i'ōlelo mai ai kona poʻokelaʻaʻoleʻo ia e hoʻokuʻu i nā waiwai kūʻai, ua hou houʻia ka pūnaewele. He kūlohelohe kēia, he laulā kaʻoihana i kēia manawa a me nā mea e pono e kākauʻia e pili ana i kekahi mea. Akā,ʻo ka kūʻaiʻana i ke kumukūʻai ma kēia mau loiloi e pono ana i nā kānaka waiwai ke hāpai i nā haʻahaʻa o ka manaʻoʻiʻo (e like me ka mea e holomua kaʻike a me ka moa). He mea lapuwale kēlā.
Mai loaʻaʻoe i ka hewa, nui nā mea maikaʻi e hanaʻia ma Shake Shack. Ua hoʻokuʻu waleʻia ke kaulahao pōʻai i kahi hekeneke i hoʻonuiʻia ai ka 117% ma kahi kūʻai kūʻai hale kūʻai hoʻokahi a he 56.3% ka huina kālā. He nicheʻano nui kona, he huahana maikaʻi, a he hau malū,ʻaʻole e haʻi i kahi hilinaʻi e pili ana. ʻO ke kumu kūʻai wale nō ia o ke kumukūʻai kālā ma mua o kēlā me kēia kūlana ulu ulu.
'Ōlelo iā mākou i ka hoʻokūkū hoʻokūkū a me ka hoʻolālāʻana o Shake Shack. He mauʻoihana'ē aʻe "ʻoi aku ka maikaʻi" i nā mea hoʻokumu (Five Guys for example). Inā hoʻomauʻia ka holomua, e hiki mai nā mākaʻi aʻo ke kānāwai o nā mea nui e kauʻia ma ka likeʻana o ka uluʻana o ka uluʻana. Ua kūʻaiʻia ke kumukūʻai no ka hoʻonuiʻana, akā,ʻaʻole i hōʻoia e kaʻaha i kona manaʻo e hana i waho o ka nui, nā waiwai, nā kūlanakauhale e like me New York a me Chicago.
ʻOiaʻiʻo, e hoʻomau ka uluʻana o Shake Shack, akā,ʻaʻole i kahi laina pololei. Kūleʻa ponoʻia ke kumukūʻai no nā hualoaʻa e hikiʻole i nā hale kaiʻai, kahi nui, hiki ke ola.