Starbucks is hosting its investor day right here in New York City and I'm joined right now on CNBC by Starbucks CFO Kathy Smith. Kathy, great to see you. Thanks for joining us.>> Thank you for having me. Thanks for being here today. >> Of course.Uh so the company announced today its long- aaited long-term financial guidance looking out toward 2028. Tell us why you felt now was the time in the turnaround plan to release those numbers. >> We set the back to Starbucks plan, oh gosh, a year ago.Uh, and it's cle ...

分组1 - Starbucks is focusing on operational excellence and customer service through its Green Apron service program, which aims to enhance the customer experience and improve transaction growth [2][34][37] - The company reported positive same-store sales in the US and strong growth in China, indicating a successful turnaround strategy [33][34] - Starbucks plans to introduce new drinks, food items, and an upgraded rewards program, along with remodeling stores to enhance customer experience [34][41][46] 分组2 - In the tech sector, companies that fail to deliver on AI promises during earnings reports, such as Microsoft and ServiceNow, are facing significant market penalties, with Microsoft losing $357 billion in market cap [5][6] - Conversely, companies like Apple that demonstrate strong performance and potential in AI, particularly with a $16 billion year-over-year increase in iPhone sales, are being rewarded by the market [7][10] - The S&P 500 software and services index has reached a nine-month low, highlighting a bifurcation in tech stocks where only those with strong AI strategies are thriving [6][22] 分组3 - The recent appointment of Kevin Walsh as the next Fed chairman could influence market dynamics, particularly regarding interest rates and asset allocation strategies [3][31] - The market is currently experiencing volatility in precious metals, with gold prices dropping significantly, indicating potential shifts in investor sentiment [24][25][28] - Analysts are observing a super cycle in memory stocks, driven by demand for AI-related technologies, which could present investment opportunities [18][19]

I'm here right now with Brian Nichols, fresh off his Investor Day here in New York City and fresh off an earnings report that actually seemed to please a lot of investors for five quarters right now into your tenure as CEO of Starbucks. And you put together a couple of quarters of growth, something that the company hadn't seen in quite some time. Yeah, it was it was a great quarter for us.You know, the thing that was really exciting to see the growth was driven by transactions and also the fact that the ini ...

A percolating rebound at long last for Starbucks, with a side of a fresh concern. Starbucks investors have been waiting for clear signs of a turnaround under CEO Brian Niccol. The former Chipotle (CMG) CEO and top Yum! Brands (YUM) marketing mind brewed up several of those signs this week. On Wednesday, the company reported same-store sales growth in the US in the most recent quarter on the back of the new protein coffee, better food offerings, and quicker lines. Strong growth in China emerged, finally. ...

Some investors said that Starbucks Corp. (NASDAQ: SBUX) earnings were a sign of a turnaround. ...

He also described efforts to “reclaim the Third Place” with changes such as returning condiment bars, adding new ceramic mugs and new seating elements, expanding the “Uplift” remodel program, and introducing a new code of conduct designed to prioritize customer and partner experience. Niccol said Starbucks has also closed certain locations that could not meet financial expectations or deliver the desired environment.Niccol framed the “Back to Starbucks” plan as a reset of operational fundamentals, citing cu ...

凯瑟琳·史密斯介绍，在本财年第一季度，已将星巴克中国零售业务的资产和负债归类为待售资产。凯瑟琳·史密斯表示："为此，我们暂停了不动产、厂房 及设备折旧和使用权资产摊销，从而降低了管理费用和门店运营成本。这意味着自（2025年）12月起，我们每月的支出将比公告前的原计划减少约3900万 美元。预计这种趋势将持续至交易完成。" 交易完成后，星巴克在中国的8011家直营门店，也将全部转换为该公司国际业务板块内的特许经营店。《每日经济新闻》记者了解到，位于昆山的星巴克 中国咖啡创新产业园、云南咖啡种植者支持中心不属于上述协议中所称的"零售业务"，因此不在本次出售范围内。这意味着过去全额计入星巴克营收的中 国门店销售收入，预计未来将转变为两部分：一是按40%持股比例分享合资公司利润的权益收益，二是向合资公司出售咖啡豆、收取品牌授权费的"供应 链与特许收入"。通过这种方式，星巴克将其中国区业务变得相对偏向轻资产，博裕投资作为本土资本，接手更擅长的本地营销等运营事务，合资后双方 各自优势将进一步放大。 官宣与博裕投资成立合资公司、共同运营中国零售业务两个多月后，星巴克于1月28日晚发布了引入新合作方后的首份季度"成绩单"。 ...

倪睿安的年薪从 9600 万美元骤降至 3100 万美元，蒸发4.5亿人民币，星巴克股价2025年下跌7.7%，让这位 CEO 失去了绩效奖金。 但太平洋彼岸的中国市场，却交出了一份喜人的答卷 —— 连续五个季度营收增长，本财季 8.234 亿美元营收同比增长 11%，同店销售 7% 的增长实现量价 齐升。 是什么撑起了星巴克中国的逆势增长？答案藏在三线以下城市的街头巷尾。 据了解，本季度星巴克中国同店销售7%的增长主要由交易量拉动。星巴克中国表示，同店交易量的增长主要得益于商务区门店、早餐时段以及低线城市的 强劲表现。 出品丨搜狐财经 作者丨柴鑫洋 编辑丨李文贤 本季度星巴克新拓13个县级城市，截至季末，已在全国1103个县级市布局8011家门店。值得注意的是，新开门店销售表现持续高于均值，且超半数位于低线 城市或特殊商圈，下沉市场拓展成效显著。 去年，星巴克进行了一项战略调整。引入博裕资本，共同运营星巴克在中国市场的零售业务，博裕将持有合资企业至多60%股权。这家曾投资蜜雪冰城的机 构，深谙在中国做大规模消费生意的核心：极致的效率和成本控制。 倪睿安在接受外媒采访时直接表示，博裕是一家扎根中国本土的私募股 ...

Core Insights - Starbucks hosted its 2026 Investor Day, welcoming both in-person and virtual attendees [1] - The event featured presentations from key executives, including Brian, Trey, and Mike, followed by a break for attendees to sample food and beverage offerings [2] Agenda Overview - The agenda included a series of presentations from company executives [2] - A 20-minute break was scheduled for attendees to experience Starbucks' food and beverage products [2]

Core Viewpoint - The €1 billion share buyback indicates strong brand momentum, effective cash-flow generation, solid fundamentals, and management's confidence in the company's future [1] Group 1 - The share buyback amount is €1 billion, reflecting the company's positive brand momentum [1] - The company demonstrates robust cash-flow generation and strong fundamentals [1] - Management expresses confidence in the company's performance and outlook [1]