Group 1 - Starbucks has announced a restructuring plan that includes closing certain stores and reducing staff, with an estimated cost of approximately $1 billion related to store closures and organizational transformation [1] - The company plans to provide $150 million in employee separation benefits as part of the restructuring, which will involve the elimination of around 900 positions [1] - Most store closures are expected to be completed by the end of the current fiscal year, with 90% of the restructuring costs attributed to North American operations [1] Group 2 - Starbucks is considering the sale of its China operations, with a valuation estimated between $5 billion and $6 billion [2] - Hillhouse Capital has reportedly participated in a reverse management roadshow for Starbucks' China business, although the transaction structure has not yet been finalized [2]

据美国证券交易委员会官网，星巴克此次重组计划预计费用为10亿美元，其中约90%将计入其北美业 务。费用主要包括：约1.5亿美元用于员工补偿，约4亿美元用于门店资产的减值和处置，约4.5亿美元用 于退租等。（红星新闻，艾塔） #星巴克北美将关店数百家##星巴克北美将裁员约900人#【星巴克推"10亿美元重组计划"，裁员约900 人】红星资本局9月26日消息，当地时间9月25日，全球咖啡连锁品牌星巴克（SBUX.US）董事长兼 CEO Brian Niccol称，将关闭其北美地区的数百家门店，并裁员约900人。 在星巴克官网发布的公开信中，Brian透露，星巴克在北美地区共拥有近18300家星巴克门店，这次关闭 其中的1%，也就是数百家门店，是因为无法创造客户和合作伙伴期望的物理环境，或者看不到财务业 绩。这批闭店预计将在2025财年内完成，裁员岗位主要是非零售员工。 ...

Core Viewpoint - Starbucks announced plans to close hundreds of stores in the U.S. and Canada, resulting in a 1% reduction in total store count, as part of a new strategic plan to revitalize performance after six consecutive quarters of declining sales [1] Group 1: Store Closures and Workforce Reduction - The company will close hundreds of stores and lay off approximately 900 employees [1] - By the end of the fiscal year, the total number of stores in the U.S. and Canada is expected to be around 18,300 [1] Group 2: Strategic Shift - The closures will primarily affect stores that only offer takeout services, as the model of expanding customer base through takeout has become outdated [1] - The company plans to invest in new store openings and renovate over 1,000 existing locations [1] Group 3: Market Reaction - Investor response to Starbucks' latest plans has been lukewarm, attributed to unresolved issues regarding the company's pricing in the current competitive and economic environment [1] - Analysts suggest that the business transformation has a long way to go [1]

当地时间9月25日，全球知名咖啡连锁巨头星巴克公司董事长兼CEO倪睿安（Brian Niccol）发布致北美 合作伙伴的公开信，称为支持"重回星巴克"计划，公司批准了一项重组计划，该计划涉及关闭部分门店 以及缩减非零售岗位。 当天，美国证券交易委员会披露的文件显示，预计此次星巴克重组成本将达到10亿美元，包括关闭门 店、支持组织转型及其他重组活动，其中90%的费用来自北美业务。 星巴克表示，为扭转销售下滑局面，拯救承压的业绩，将关闭北美业绩不佳的门店，其中包括位于美国 西雅图国会山（Capitol Hill）的Reserve Roastery。该门店也是星巴克全球首家臻选烘焙工坊，距离公司 总部仅数分钟车程。 全球首家星巴克臻选烘焙工坊即将关闭。 据倪睿安介绍，到2025财年末，美国和加拿大星巴克门店总数（直营与授权）将保持在近18300家。 此外，星巴克正在考虑出售中国地区业务。据科创板日报报道，星巴克已将博裕资本、凯雷集团、EQT 与红杉中国列为中国业务出售的最终候选方。这项收购案已进入最后一轮谈判阶段，预计将在10月底前 敲定结果。 当地时间7月29日，星巴克发布2025财年第三季度（截至2025年6月 ...

2025.09.26 本文字数：819，阅读时长大约2分钟 作者 |第一财经 揭书宜 当地时间9月25日，星巴克（Nasdaq：SBUX）在官网公布了董事长兼CEO倪睿安（Brian Niccol）发布 致北美合作伙伴的公开信称，为支持"重回星巴克"计划，公司批准了一项重组计划，该计划涉及关闭部 分门店以及缩减岗位。 微信编辑| 格蕾丝 第一财经持续追踪财经热点。若您掌握公司动态、行业趋势、金融事件等有价值的线索，欢迎提供。专 用邮箱：bianjibu@yicai.com （注：我们会对线索进行核实。您的隐私将严格保密。） 这是倪睿安上任以来的第二次裁员。今年2月，倪睿安宣布裁员1100人，但不包括星巴克中国的员工。 对此，星巴克中国对第一财经记者表示，门店拓展仍是星巴克中国业务增长的关键驱动力。我们严谨管 理全国门店布局，打造既能实现良好回报和盈利，同时能提供独特星巴克咖啡馆体验的高质量门店组 合。 7月29日，星巴克公布了截至2025年第三财季财务业绩。2025财年第三财季公司总收入为94.56亿美元， 同比增长3.8%；归母净利润为5.58亿美元，同比下滑47.1%。 此外，星巴克正在考虑出售中国地区业 ...

转自：北京日报客户端 美国咖啡连锁企业星巴克25日宣布，该公司将在美国和加拿大关闭数百家门店，并裁员900人左右。 但是，投资者对星巴克的最新计划反应平淡。分析人士认为，这是因为"星巴克的价格在当前竞争和经 济环境下已经过高"的问题并未得到解决，其业务转型"还有很长的路要走"。 来源：新华社 根据星巴克宣布的最新计划，该公司美国和加拿大门店总数将减少1%，预计到本财年末，该公司在两 国的门店总数将接近1.83万家。之后，该公司计划投资开设新店，并对超过1000家门店进行装修改造。 最新关店和裁员计划是星巴克为重振业绩而制定的新战略规划的一部分。截至目前，星巴克销售额已连 续6个季度下滑。据美媒报道，此次星巴克关店将主要影响那些仅提供外卖服务的门店，因为靠外卖扩 张客户群的增长模式已经过时，现在需要提供舒适的堂食服务以留住客户。 ...

Core Viewpoint - Starbucks announced plans to close hundreds of stores and lay off approximately 900 employees in the U.S. and Canada as part of a new strategic plan to revitalize its performance after six consecutive quarters of declining sales [1] Store Closures and Layoffs - The total number of Starbucks stores in the U.S. and Canada will decrease by 1%, bringing the total close to 18,300 by the end of the fiscal year [1] - The closures will primarily affect stores that only offer takeout services, as the model of expanding customer base through takeout has become outdated [1] Future Plans - Following the closures, Starbucks plans to invest in opening new stores and renovating over 1,000 existing locations [1] - The company aims to shift focus towards providing comfortable dine-in services to retain customers [1] Investor Reaction - Investor response to Starbucks' latest plans has been muted, attributed to unresolved issues regarding the company's pricing in the current competitive and economic environment [1] - Analysts suggest that the business transformation has a long way to go [1]

Core Viewpoint - Starbucks announced plans to close hundreds of stores and lay off approximately 900 employees in the U.S. and Canada as part of a new strategic plan to revitalize its performance amid six consecutive quarters of declining sales [1] Group 1: Store Closures and Layoffs - The total number of Starbucks stores in the U.S. and Canada will decrease by 1%, bringing the total close to 18,300 by the end of the fiscal year [1] - The closures will primarily affect stores that only offer takeout services, as the growth model relying on takeout has become outdated [1] Group 2: Strategic Changes - Starbucks plans to invest in opening new stores and renovating over 1,000 existing locations as part of its strategy to improve customer experience [1] - Investor reactions to the latest plans have been lukewarm, with analysts noting that the issue of high pricing in the current competitive and economic environment remains unresolved [1]

Core Viewpoint - Starbucks has announced a restructuring plan to support its "Return to Starbucks" initiative, which includes closing certain stores and reducing staff, with an estimated total restructuring cost of approximately $1 billion [1][2]. Group 1: Restructuring Plan - The restructuring plan involves closing underperforming stores and eliminating around 900 positions [1]. - The company estimates that approximately $150 million of the restructuring costs will be related to employee separation benefits, and about $400 million will be associated with the disposal and impairment of store assets [1]. Group 2: Financial Performance - For the third fiscal quarter of 2025, Starbucks reported total revenue of $9.456 billion, a year-over-year increase of 3.8%, while net income attributable to shareholders was $558 million, a decline of 47.1% year-over-year [2]. Group 3: Business Strategy in China - Starbucks is considering the sale of its China operations, with an estimated valuation of $5 to $6 billion [2]. - The company emphasizes that store expansion remains a key driver of growth for its business in China, focusing on creating a high-quality store portfolio that delivers good returns and a unique Starbucks café experience [2].

这是倪睿安自2024年9月上任以来的第二次裁员。今年2月，倪睿安宣布将裁员1100人，但不包括星巴克 中国的员工。公开信息显示，星巴克目前在全球共有约1.6万名公司员工，其中1万人在美国，其余6000 人则在全球其他地区。 星巴克表示，为扭转销售下滑局面，拯救星巴克承压的业绩，将关闭北美业绩不佳的门店，其中包括位 于美国西雅图国会山（Capitol Hill）的Reserve Roastery，该门店也是星巴克的全球第一间臻选烘焙工 坊，距离公司总部仅数分钟车程。 星巴克董事长兼CEO倪睿安表示，根据计划，截至2025财年末，星巴克在美国和加拿大的门店总数将减 少1%，即关闭数百家门店。公司预计，大部分门店关闭工作将在2025财年结束前完成。同期，公司将 在重组过程中裁减约900个工作岗位，主要涉及非零售合作伙伴职位，并关闭许多空缺职位。 【#星巴克推10亿美元重组计划#，涉及关闭部分门店以及缩减非零售岗位】#星巴克上百家门店被关# 据智通财经报道，当地时间9月25日，全球知名咖啡连锁巨头星巴克公司董事长兼CEO倪睿安（Brian Niccol）发布致北美合作伙伴的公开信，称为支持"重回星巴克"计划，公司批准 ...