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国际餐饮巨头持续加码中国
21世纪经济报道· 2026-03-28 03:50
编辑丨 陶力 朱益民 3月27日, "寿司郎就餐需要出示SIM尾号" 相关话题,引发大量关注。 而据窄门餐眼数据,寿司郎目前在营门店为123家,其中,2026年前两个月,其已新开了8家 门店。与之相对应的是,红餐大数据显示,截至2025年3月,全国餐饮门店总数接近800万 家。整个餐饮市场容量达到了空前的规模,开始步入存量竞争时代。 即便如此,不仅寿司郎,还有麦当劳、百胜中国、星巴克、达美乐等在内的国际连锁品牌均未 放慢脚步,反而通过本土合作、门店创新和下沉布局,持续加码投资。 汉堡王中国就在完成股权调整后,马不停蹄地释放出明确的扩张信号,预计到2028年每年将净 增长200家餐厅,2035年达到4000多家门店,加速追赶头部品牌。 | 品牌 | 最新披露门店数 | 未来拓店目标 | | --- | --- | --- | | 麦当劳 | 超 7700 家 | 2026年计划新开 1000家,2028年突破 1 万家 | | 自胜中国 | 18101 家(肯德基12997 家,必胜客 4168家) | 2026年总门店超2万家,2030年超3万家。 | | 星巴克 | 约 8000 家 | | | 汉堡王 | ...
Starbucks Is Still A Dog
247Wallst· 2026-03-27 15:05
Starbucks Is Still A Dog - 24/7 Wall St. S&P 5006,436.20 -0.98% Dow Jones45,667.40 -0.95% Nasdaq 10023,359.60 -1.26% Starbucks Is Still A Dog By Douglas A. McIntyrePublished Mar 27, 11:05AM EDT Quick Read Stock Still In Trouble Unimpressive Financial Results Russell 20002,472.83 -1.30% FTSE 1009,983.60 +0.24% Nikkei 22552,009.50 -1.28% Stock Market Live March 27, 2026: S&P 500 (SPY) Slips Despite Trump Deadline Extension Investing Future Plans Are Soft Are you ahead, or behind on retirement? SmartAsset's ...
Starbucks: Full Price For A Half-Brewed Turnaround (NASDAQ:SBUX)
Seeking Alpha· 2026-03-26 10:11
At the current stock price of $92, Starbucks ( SBUX ) is trading at a GAAP P/E (TTM) multiple of 76.6x and a forward non-GAAP P/E ratio of 40.2x. We think these multiples assume a full recovery of marginsI’m a full-time investor with 10+ years of experience in public markets and an MBA background. In addition, I lead Meridian, a boutique research and corporate finance firm. We specialize in helping SMBs structure deals within the Argentine market while providing tailored equity research and valuation analys ...
31-year-old Subway rival franchisee files Chapter 11 bankruptcy
Yahoo Finance· 2026-03-26 01:24
The debate continues on which fast-food sector is the most popular with Americans. At first guess, most people might say burgers because of the popularity of McDonald's, Wendy's, and Burger King. Lately, the fried chicken fast-food sector has caught the eye of consumers, with the popularity of Chick-fil-A, Raising Cane's, and Popeyes. The list of the largest fast-food chains in the U.S., based on locations, however, is led by sandwich chain Subway, with 16,177 units, followed by McDonald's at 13,786 in ...
Opinion | Starbucks to Nashville?
WSJ· 2026-03-25 15:31
The coffee giant signs a big lease in Tennessee. ...
Can Starbucks' $2B Cost-Savings Plan Reignite Margin Expansion?
ZACKS· 2026-03-25 15:26
Key Takeaways Starbucks unveiled a $2B cost-savings plan to improve efficiency across its business over two years.SBUX targets savings via G&A, procurement and tech-driven operational improvements.Margin recovery may build in H2 FY26, supported by cost actions, easing pressures and sales leverage.Starbucks Corporation (SBUX) is advancing a multi-year cost optimization initiative as part of its broader efforts to improve efficiency across the business. Management outlined plans to identify approximately $2 b ...
Starbucks: Improving, But Where Are The Bucks? (NASDAQ:SBUX)
Seeking Alpha· 2026-03-24 14:35
If you like to see more ideas, please subscribe to the Investing Group "Value in Corporate Events" here and try the free trial. In this service we cover major earnings events, M&A, IPOs and other significant corporate events with actionable ideas. Furthermore, we provide coverage of situations and names on request!Shares of Starbucks ( SBUX ) cannot seem to catch a break, even with the new leadership in place, burdened with the task of engineering a turnaround. Initially hitting the $100 per share mark in 2 ...
Take the Zacks Approach to Beat the Markets: LiveOne, Micron, Clorox in Focus
ZACKS· 2026-03-23 14:05
Key Takeaways LVO surged 27.9% since Zacks Rank upgrade, outperforming a declining S&P 500.MU jumped 53.1% in 12 weeks as part of the Zacks Focus List portfolio.CLX gained 9% in 12 weeks, contributing to ECAP portfolio performance.Last Friday, all three Wall Street benchmark stock indexes registered their fourth straight week of losses. The S&P 500, the Dow Jones Industrial Average and the tech-focused Nasdaq Composite declined 1.9%, 2.1% and 2.1%, respectively.The decline was due to persistent inflation co ...
Starbucks Is Getting Its Glow-Up, But Risks Remain (NASDAQ:SBUX)
Seeking Alpha· 2026-03-21 09:19
All good things take time: that’s the message that Brian Niccol, the Starbucks ( SBUX ) CEO who is credited with turning around Chipotle ( CMG ), is trying to tell investors who haveWith combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today. He has been a regular contributor on Seeking Alpha since 2017. He has been quoted ...
Starbucks Targets 600-650 New Stores in FY26: Is Execution the Key?
ZACKS· 2026-03-20 16:01
Key Takeaways Starbucks plans 600-650 net new stores in FY26, including 150-175 in the U.S. and up to 500 internationally.SBUX introduces flexible "Ristretto" store formats supporting cafe, drive-thru and mobile pickup.Starbucks adds "coffeehouse coaches" and upgrades design, staffing and processes to boost execution.Starbucks Corporation (SBUX) outlined its unit expansion plans for fiscal 2026, signaling a renewed focus on scaling its store base. The company expects to open 600 to 650 net new coffeehouses ...