美国银行全球研究部将星巴克目标股价从114美元上调至120美元；将百胜餐饮集团目标价从156美元上 调至173美元。 ...

Retail Sector Overview - The retail sector is experiencing significant challenges, with over 8,000 chain retail stores in the U.S. permanently closing in 2025, marking a 12% increase from the previous year and the highest annual total on record [1] - Many companies are pruning their store networks to improve profitability and focus on stronger markets rather than pursuing growth [2] Store Closures and Strategic Moves - Various categories are affected by closures, including department stores and apparel brands, with Macy's planning to close 14 underperforming stores across 12 states as part of a strategy to streamline its real estate footprint and enhance digital growth [3] - Saks Global, the parent company of Saks Fifth Avenue, filed for Chapter 11 bankruptcy protection, continuing operations during restructuring with $1.75 billion in financing [4] - Starbucks closed over 400 locations last year, focusing on high-volume formats like drive-thru and mobile order hubs [5] - Other chains like Party City and Joann's have reduced store counts following bankruptcy filings, while GameStop and Foot Locker are also downsizing amid strategic pivots [6] Expansion Amidst Contraction - Some value-focused chains are still expanding, with Dollar General planning to open 450 new stores in the U.S. this year, particularly in rural areas [7] - Walmart, benefiting from a 25% stock increase, continues to invest heavily in logistics and delivery, capitalizing on low prices and steady demand for essentials [7]

Group 1 - Starbucks (SBUX) has shown stagnant performance since 2022, primarily providing opportunities for swing traders to buy at $75 and sell near $100 [1] - The company's growth in China, previously a significant driver, has deteriorated, leading to substantial challenges [1] - The focus on sustained profitability is emphasized, highlighting the importance of strong margins, stable free cash flow, and high returns on invested capital as reliable return drivers [1] Group 2 - The analyst has no current stock or derivative positions in any mentioned companies and does not plan to initiate any within the next 72 hours [2] - The article reflects the author's personal opinions and is not influenced by compensation from any company [2] - Seeking Alpha clarifies that past performance does not guarantee future results and that the views expressed may not represent the platform as a whole [3]

无疑，2026年消费并购潮依旧。 开年又见大并购。 近日北京市监局官网公示，瑞得时尚拟收购北京八达岭奥莱75%股权，交易完成后与原股东形成共同控制格局。其中，作为买方收购主体的瑞得时尚，正 是源自博裕投资。 这意味着，继北京SKP后，博裕在高端购物中心再次落子。而去年最为轰动的消费并购案——星巴克中国，一度引发全球PE大围猎，最终也在2025年11月 花落博裕投资。 最火奥特莱斯，要卖了 距北京城区55公里，紧邻京藏高速，八达岭奥莱坐落于北京昌平区南口镇。 这是北京华联集团打造的首个奥特莱斯商业项目，建筑面积11.5万平米，可租面积5.2万平米，采用"花园小镇"开放式街区设计，致力于打造一个定位高 端、折扣低廉、体验优质的奥特莱斯。 作为华北地区首家真正意义上的"精品奥莱"，自2015年9月开业至今，八达岭奥莱引进近300个国际名品、时尚名品、国内精品及特色餐饮品牌，其中不乏 Prada、Gucci、Burberry、BVLGARI等国际一线。 每当节假日或促销活动，八达岭奥莱的停车场往往车水马龙，一位难求，各大品牌店门前更是排起长队。 到底有多火爆？ 数据显示，八达岭奥莱开业当年实现销售额18亿元，在当年一 ...

分组1 - The stock market is experiencing mixed results, with the Dow down 285 points, S&P slightly up by 0.03%, and NASDAQ up by 28 points, indicating a focus on fundamentals moving forward [2] - Newor, a leading steel company, pre-announced earnings that fell short of expectations, yet the stock rose by approximately 12% following a Fed rate cut and tariffs on foreign steel, suggesting a buying opportunity if the stock dips [3][4] - Boeing is expected to report earnings after a significant stock increase, with a positive outlook for a multi-year turnaround, indicating potential for continued investment [4] 分组2 - General Motors is set to report earnings, with a historical pattern of underperformance in the initial trading hours, presenting a potential buying opportunity [5] - CSX and Union Pacific are highlighted as key players in the transportation sector, with expectations for positive performance [6] - Seagate, a storage and memory chip manufacturer, has seen a 25% increase in stock value this year due to rising demand from data centers, with expectations for a strong earnings report [8] 分组3 - Starbucks is reporting earnings and will follow up with an investor day, raising questions about the sustainability of its recent stock performance, which is considered overbought [10][11] - Generova, spun out from GE, has seen its stock price rise significantly, but high expectations may lead to a better entry point for investors [12] - Corning is noted for its strong prospects in data centers, with a recommendation to wait for a price drop to buy [13] 分组4 - Microsoft and Meta have faced stock price pressures, with Microsoft affected by concerns over generative AI, while Meta's stock has fluctuated following comments from its CEO about spending [14][15] - Tesla is positioned as a company focused on autonomous driving, with expectations that its upcoming earnings report could significantly boost its stock price [16] - Service Now is anticipated to be a critical report of the week, with the CEO needing to clarify the company's position amidst a stock decline [18][19] 分组5 - Honeywell's upcoming earnings report is complicated by its plans to split into multiple businesses, which may lead to stock volatility [21][22] - Caterpillar is expected to perform well due to its role in providing backup generators for data centers, contrasting with past performance trends [24] - Apple has faced stock declines due to rising storage costs, which may impact its gross margins, but the recommendation is to hold rather than trade [25][26] 分组6 - American Express typically reports strong earnings but often sees stock declines post-reporting, presenting a buying opportunity [27] - Chevron and Exxon are highlighted for their strong cash flow and buyback programs, with Chevron favored for its consistency and potential benefits from operations in Venezuela [28]

Core Insights - Starbucks Corporation (SBUX) is set to release its first-quarter fiscal 2026 results on January 28, with an expected earnings per share (EPS) of 58 cents, reflecting a 15.9% decline from 69 cents in the same quarter last year [1] - The consensus estimate for revenues in the first quarter of fiscal 2026 is $9.65 billion, indicating a 2.7% increase from the previous year's figure [4] Earnings Performance - SBUX has missed the Zacks Consensus Estimate in three out of the last four quarters, with an average miss of 10.1% [2] - The reported earnings for the last four quarters were 0.52, 0.50, 0.41, and 0.69, with an average surprise of -10.08% [3] Factors Influencing Q1 Results - Improved customer traffic and operational resets are expected to positively impact revenues, with U.S. comparable sales turning positive in September and remaining so into October [7] - Menu innovations, including new protein-based beverages and cold foam options, are likely to attract less-frequent customers and encourage customization, contributing to revenue growth [8] - International operations, particularly in markets like China, Japan, the UK, and Mexico, are expected to bolster consolidated revenue growth [10] Cost Pressures - Despite revenue growth, earnings are under pressure from elevated labor and commodity costs, including high coffee prices and tariff impacts [11] - The company is experiencing increased labor expenses due to staffing under the Green Apron Service model, which is expected to continue affecting margins [11] Stock Performance and Valuation - SBUX shares have declined by 3% over the past year, while the industry has seen a decline of 1.9% [12] - The stock trades at a forward price-to-earnings (P/E) multiple of 37.88, significantly above the industry average of 24.79 [16]

We're back on Morning Mover. Starbucks being energized this morning by an upgrade to outperform at William Blair. The analyst expects the coffee chain to post its first domestic comp gain in two years for its latest quarter.Now, William Blair believes this could set Starbucks up for a return to positive fullear comps this year. Starbucks set to report earnings this upcoming Wednesday. Time now for options corner.Joining us to take a deeper look at the chart is Rick Dukat, lead market technician. All right, ...

以下文章来源于中国饮品快报 ，作者老W 中国饮品快报 . 新茶饮推动者 奶茶店杯子的变化，反应的问题不少。 点奶茶时，你是否也有这样的困惑，一些产品有中杯、大杯的选项，唯独缺少小杯。如果仅有两个 选项，那不应该是小杯、大杯吗？ 关于这个问题的答案，目前最流行的解释与星巴克有关。 普遍认为星巴克为了体现产品价值，采用"锚点效应"对产品杯型命名，让消费者觉得中杯是"基础选 择"，从而更容易选择大杯，乃至超大杯。 奶茶产品中杯、大杯的选择 星巴克杯型选择 但星巴克最初的门店，实则有小杯，该杯型主要用于意式浓缩或玛奇朵等产品的使用，这些产品的 容量加上冰块，往往仅在150ml左右。但随着这类产品的下架，小杯杯型也随之淡出视线，造就了只 有中杯、大杯、超大杯，没有小杯的印象。 在奶茶行业的发展中，星巴克作为不少品牌学习与借鉴的"老师"，无论产品还是服务，乃至门店装 修中，隐约都能看到该品牌的身影，于是也就有人将奶茶店无小杯的设定归于了源自星巴克。 不过，此时我们需要注意另一个"历史背景"。 奶茶行业的初期，由于制冰机价格昂贵，不少门店选择提前制作好奶茶，然后放置冰柜中冷藏，待 到消费者购买时，直接舀进杯子即可。而那时的 ...

William Blair upgraded Starbucks Corporation (NASDAQ:SBUX) to an Outperform rating, indicating confidence in the company's future performance.Starbucks is set to unveil its long-term growth strategy at its 2026 Investor Day, potentially impacting investor sentiment.The company's market capitalization stands at approximately $108.97 billion, with a trading volume of 14,131,896 shares, showcasing its significant market presence and investor interest.Starbucks Corporation (NASDAQ:SBUX) is a global coffee compa ...

One of the dogs of the stock market is in rally mode. Starbucks Corp. (NASDAQ: SBUX) stock is up almost 15% this year. ...