中国咖啡市场开始经历"外资退守，本土提速"的竞争格局重构。 近期，咖啡行业动态频 发，蜜雪集团旗下平价咖啡品牌幸运咖宣布其全球门店数量已突破10000家；京东推出"七鲜 咖啡"正式入局咖啡赛道。不仅如此，还有消息称，瑞幸咖啡的大股东大钲资本考虑出手竞 购英国连锁咖啡品牌Costa Coffee（下称"Costa"）；就在不久前，博裕资本拿下星巴克中国 业务60%的股权，成为后者中国业务的战略合作对象。不难看出，中国咖啡市场正在经历竞 争格局的重构。 这背后，是中国独特的咖啡市场生态在主导：移动支付、外卖体系、城市 化速度与广袤的下沉市场，共同催生了一个与欧美完全不同的商业逻辑：咖啡不再靠"第三 空间"叙事，而是依靠"效率与性价比"赢得用户。传统依赖高溢价与品牌体验的外资连锁咖 啡品牌因此普遍遭遇瓶颈，倒逼他们不得不重新思考在中国市场的运营方式。 在"外资退 守、本土提速"之外，中国咖啡市场的投资逻辑正经历一场深刻的模式变革，资本不再押注 单一品牌，而是试图通过"全球品牌 + 中国模式"的混合战略重塑行业版图，在资本层面更 加"在地化"。当消费逻辑、价格体系和资本结构同时发生迁移，中国咖啡市场也开始走向新 阶段 ...

Core Points - The Starbucks Workers United has escalated its "Red Cup Rebellion" strike, with 120 stores in 85 cities participating, while Starbucks claims fewer than half that number were affected and that disruptions have been minimal over the past three weeks [1][4] - Over 1,000 Starbucks workers have gone on strike at approximately 65 stores, with the union alleging that Starbucks has not made new proposals on staffing and pay since an offer was rejected in April [2][3] - The union claims that baristas in 550 unionized stores are ready to continue the strike until a fair contract is delivered and unfair labor practices are addressed [3][5] Key Facts - Since the strike began on November 13, the number of stores on the strike list has increased weekly, now totaling 120 [3] - Starbucks disputes the impact of the strike, stating that many stores listed never closed and that this year's "Red Cup Day" was the largest sales day in the company's history despite the strike [4][5] - Currently, negotiations between Starbucks and the union have stalled after nearly 200 hours of discussions and over 30 tentative agreements were reached through April [4][5] Background Information - The union claims that 2,500 of its 11,000 members are on strike, while Starbucks asserts that only about 9,500 baristas, or 4% of its workforce, belong to the union, affecting fewer than 1% of its 10,000 stores [5] - More than 125,000 individuals have signed the "No Contract, No Coffee" pledge, indicating significant public support for the union's cause [4]

Starbucks Strike Enters Third Week Deadlocked With Both Sides Holding Firmhttps://t.co/seueE5tUEe https://t.co/fqkZZoHjCT ...

Most of us are likely familiar with the iconic brand, Starbucks ( SBUX ). If you're a shareholder, then you're also likely familiar with the company's headwinds in recent years, primarily driven by inflation.Contributing analyst to the iREIT+Hoya Capital investment group. Dividend Collection Agency is not a registered investment professional nor financial advisor and these articles should not be taken as financial advice. This is for educational purposes only and I encourage everyone to do their own due dil ...

The coffee chain that won't leave Starbucks alone is now coming for America. 🔗 https://t.co/2GUoMMrj8z https://t.co/6e0eTWL7Pr ...

Discover Starbucks' top competitors like Dunkin' and McDonald's, and see how they compare in market share and strategy within the coffee industry. https://t.co/Isn6ZkV8cU ...

Starbucks is facing mounting pressure as its workers' union escalates an ongoing strike to more than 120 US stores across 85 cities, marking what could become the longest labour interruption in the co... ...

It has been about a month since the last earnings report for Starbucks (SBUX) . Shares have added about 4.3% in that time frame, outperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is Starbucks due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its latest earnings report in order to get a better handle on the important catalysts.Starbucks Q4 Earnings Miss Estimates, Revenues Increase ...

The Starbucks workers’ union said on Friday it is escalating an indefinite strike to more than 120 stores and 85 cities, demanding higher pay and staffing levels at the coffee chain.The walkout, set to be the longest strike in the history of Starbucks, began on its Red Cup Day on Nov. 13 with 65 stores and more than 40 cities.The strike comes on Black Friday, the busiest time of year for retailers when shoppers hunt for bargains on everything from food and groceries to apparel and appliances.Striking Starbu ...

The strike will be heading into its third week and it is the longest one that Starbucks Workers United has held since it began organizing in 2021. Now, the union says more than 120 stores in over 85 cities are now participating with more than 200 baristas engaged. In a statement, Workers United said, "We need real solutions that address our basic demands and the hundreds of labor law violations that remain outstanding. The ball is in their court." The union represents 11,000 workers at 550 stores, and it's ...