Core Insights - The "Dubai Chewy Cookie" has become a phenomenon in South Korea, with consumers queuing for hours to purchase it, reflecting its immense popularity and demand [1][3][19] - The product is a transformation of the globally popular "Dubai Chocolate," which gained fame through social media and has now inspired various adaptations in the dessert market [15][16][26] Group 1: Product Popularity - The Dubai Chewy Cookie is so popular that a dedicated "map" was created to track its availability across stores in South Korea, indicating high consumer interest [5][8] - The product's appeal is attributed to its unique combination of flavors and textures, featuring a soft outer layer and a crunchy inner filling, which has captivated the younger demographic [11][16] - The cookie's success has led to a surge in related products, with numerous brands launching their own versions, including Starbucks and various convenience stores [21][22][25] Group 2: Market Impact - The popularity of the Dubai Chewy Cookie has resulted in increased demand for key ingredients like pistachios, leading to a reported shortage and price hikes in the market [16][34] - Sales data indicates that the CU convenience store sold nearly 1.8 million units of its version of the cookie within three months of its launch, showcasing the product's commercial viability [31] - The trend has extended beyond South Korea, with similar products being introduced in international markets, including the United States, indicating a broader appeal of the "Dubai" brand [41][43] Group 3: Brand Engagement - Major brands, including GS25 and Emart24, have rapidly expanded their product lines to include various "Dubai" themed items, reflecting a strategic response to consumer demand [35][39] - The phenomenon has also influenced pricing strategies, with many retailers adjusting prices due to rising ingredient costs, which has sparked discussions among consumers about affordability [34][39] - The "Dubai" branding has evolved into a symbol of exotic and luxurious flavors, leading to a diverse range of products across different food categories, from desserts to beverages [41][43]

Core Insights - Starbucks (SBUX.O) CEO announced plans to increase the number of stores in China to as many as 20,000 with the support of Boyu Capital [1] Group 1 - The CEO's statement highlights a significant expansion strategy for Starbucks in the Chinese market [1] - The collaboration with Boyu Capital is expected to facilitate this growth, indicating a strong partnership for future investments [1]

星巴克(SBUX.O)CEO：与工会达成的协议必须合理。 本文源自：金融界AI电报 ...

Core Viewpoint - Starbucks has announced its first quarterly results after forming a joint venture with Boyu Capital to operate its retail business in China, marking a significant shift in its operational strategy in the region [1][3]. Group 1: Joint Venture and Financial Performance - Starbucks will establish a joint venture with Boyu Capital, with Boyu holding up to 60% equity and Starbucks retaining 40% [1]. - The CEO stated that the transformation plan is progressing as expected, with global revenue increasing by 5% year-over-year, and China showing an impressive 11% growth in the latest quarter [1][3]. - The CFO indicated that the transaction is expected to be completed in the spring, pending regulatory approval, and will result in Starbucks' Chinese retail business being excluded from the consolidated financial statements [1][3]. Group 2: Cost Management and Operational Changes - In the first quarter of the fiscal year, Starbucks classified its Chinese retail assets and liabilities as held for sale, leading to a reduction in monthly expenditures by approximately $39 million starting December 2025 [3]. - Post-transaction, all 8,011 of Starbucks' direct-operated stores in China will transition to franchise stores under the international business segment, allowing for a lighter asset model [3]. - The company plans to continue optimizing costs globally, with expectations that management expenses will be lower than in fiscal year 2023, partially offsetting investment expenditures [7]. Group 3: Store Expansion and Market Strategy - Starbucks has opened new stores in 13 county-level cities in China, with over half of the new openings located in lower-tier cities or special business districts, indicating a downward market trend [4]. - For fiscal year 2026, Starbucks plans to open 600 to 650 new coffee shops globally, with nearly half of these in the Chinese market [4]. - The company anticipates a 3% or higher year-over-year growth in global coffee chain sales, with similar growth expected in the U.S. market [4].

Group 1 - The CEO of Starbucks, Kevin Johnson, saw his annual salary drop from $96 million to $31 million, resulting in a loss of approximately 450 million RMB, as the company's stock price fell by 7.7% in 2025, leading to the forfeiture of his performance bonus [2] - In contrast, Starbucks China reported impressive results with revenue growth for five consecutive quarters, achieving $823.4 million in revenue for the latest quarter, a year-on-year increase of 11%, and same-store sales growth of 7% driven by increased transaction volume [4][6] - The growth in same-store sales in China is primarily attributed to strong performance in business district stores, breakfast hours, and lower-tier cities, indicating a successful expansion strategy [4][6] Group 2 - Starbucks opened 13 new stores in county-level cities this quarter, bringing the total to 8,011 stores across 1,103 county-level cities, with new store sales consistently outperforming the average, particularly in lower-tier cities [6] - The company has partnered with Boyu Capital to jointly operate its retail business in China, with Boyu holding up to 60% equity in the joint venture, focusing on efficiency and cost control [6] - Starbucks is shifting towards hiring more part-time baristas instead of full-time employees, with part-time positions making up 61.7% of new hires, which raises concerns about maintaining service quality in the context of its "third place" experience [6][7] Group 3 - There has been an increase in consumer complaints on social media regarding the quality of latte art, indicating potential issues with service consistency as the company transitions to a more part-time workforce [7][8] - Looking ahead, Starbucks faces challenges from local competitors, fluctuations in coffee bean prices, and the ambitious goal of expanding to 20,000 stores in China, necessitating a balance between expansion efficiency and quality of experience to maintain its competitive edge [11]

格隆汇1月30日｜星巴克港澳地区总经理陈建伦表示，星巴克在香港有165个分店，未来半年至少有4间 店铺落实。公司的开店步伐不会太过激进，着重于商业区、办公区及旅游区。他表示，现在港人北上消 费可以见底，有小小回流，加上香港的经济复苏，星巴克的人流也有比较温和的增长，去年销售和人流 都有进步。针对同行竞争状况，他表示，星巴克和瑞幸等其他品牌的定位不同，因此不会打价格战，希 望和其他品牌一起做大咖啡市场。 ...

Core Insights - Starbucks CEO Brian Niccol indicated that the company has made progress on certain targets, including reducing the beverage preparation time to four minutes, and described the business recovery as just the beginning [1] - Menu innovations, such as the high-protein cold foam, are helping to attract both loyal and infrequent customers, with plans for more new products in the future [1] - The company is focused on enhancing the store experience and staffing configurations, with management expecting that related investments will drive profit margin recovery in the medium to long term [1]

加利福尼亚州一家星巴 克门店内，顾客正在取外卖订单。 星巴克凭借咖啡在早间时段占据优势，如今该品牌希望通过另一种含咖啡因饮品，吸引消费者在当天晚 些时候再次到店。 未来几周，星巴克美国门店将推出全新午后菜单，包含多款全新小食，以及与核心咖啡品类不同的各类 饮品，涵盖茶饮、升级款能量饮料和抹茶饮品。 星巴克全球首席品牌官特雷西・利伯曼在接受美国有线电视新闻网采访时表示："早间的消费行为往往 极具规律性，而午后的消费则更具随意性。人们会根据当天的状态，或是天气情况，想要喝上一杯不一 样的饮品。" 她称，这为星巴克创造了新的商机。 近年来，星巴克的部分竞争优势正被荷兰兄弟、黑石咖啡等新兴咖啡品牌赶超。餐饮行业研究机构泰克 诺米克的消费者研究高级总监罗伯特・伯恩表示，午后向来是星巴克的经营淡季，这一时段存在较大的 增长潜力。 他在接受采访时说："对许多消费者而言，午后抽空去心仪的饮品店小坐片刻，是一次短暂的休憩，能 让大脑放松、情绪舒缓，我认为这一领域蕴藏着巨大的商机。" 丰富午后饮品及食品选择，是星巴克首席执行官布莱恩・尼科尔复兴计划中的核心举措。尽管初期推进 缓慢，但他主导的菜单调整及其他优化措施已初见成效：这家 ...

Group 1 - Starbucks China reported a revenue increase of 11%, reaching $823.4 million, marking five consecutive quarters of growth with a same-store sales increase of 7% [4][5] - The jewelry department of Pang Donglai has seen a significant increase in demand, with all 506 appointment slots for its five gold counters fully booked, leading to shortages of popular gold items [4][5] - The Jakarta Composite Index in Indonesia experienced a rapid decline of approximately 8%, triggering a market circuit breaker [6] Group 2 - The World Gold Council projected that global central banks will net purchase 230 tons of gold by Q4 2025, representing a 6% quarter-on-quarter increase [6] - The AI application sector has seen a significant surge, with over ten stocks hitting the daily limit up [6]

1月28日晚间，星巴克发布2026财年第一季度业绩报告，中国市场延续强劲增长势头，营收连续五个季度增长，本财季实现11% 的双位数增长，达到8.234亿美元；同店销售额连续第三个季度实现正增长，同店销售额实现7% 的高单位数增长。值得注意的 是，这是星巴克出售中国业务60%股权后的首秀，目前看来，星巴克中国与博裕的"新搭档"表现良好。 本季度，星巴克中国在产品创新、品牌体验、会员体系及门店拓展等方面持续发力。为响应日益增长的健康化消费趋势，星巴 克在经典的太妃榛果系列中首次推出无糖与甜度可选配方，受到顾客广泛欢迎。据统计，无糖及少甜版本贡献了该系列50%的 销售杯数，其中无糖配方吸引超过170万顾客尝新，创下新品试饮记录。 在品牌体验方面，星巴克与《哈利·波特》的跨界合作引发消费热潮。全国38家主题门店化身"霍格沃兹星巴克分校"，相关限定 饮品与衍生商品一周内售出魔法杖19.4万根。此外，跨年夜期间，全国超过1.3万名顾客走进门店参与倒计时活动，创下跨年夜 销售新纪录。 会员运营持续深化。星巴克在"星享俱乐部"基础上，与亚朵集团达成合作，进一步扩展会员生态。自2025年12月起，每月17日 被设立为会员"一起 ...