瑞穗将星巴克的目标价从86美元上调至95美元，维持"中性"评级。(格隆汇) ...

据这家咖啡连锁店1月26日的备案文件，尼科尔2025年的薪酬包括500万美元的奖金和近2000万美元的股 票奖励。2024财年他的薪酬为9600万美元，其中包括超过9000万美元的股票奖励。 该公司计划于1月28日上午公布第四季度业绩，随后于1月29日召开投资者说明会，分析师预计该公司将 自尼科尔担任首席执行官以来首次公布财务目标。 尼科尔在2024年9月接管星巴克，当时他获得了超高薪酬。不过星巴克股价2025年下跌7.7%，连续第四 年下跌，致使尼科尔2025财年的薪酬中失去了绩效奖金。 星巴克公司首席执行官布莱恩·尼科尔2025财年总薪酬为3100万美元，较之前一年下降。上一年他获得 了股票奖励和其他激励措施，作为吸引他从Chipotle Mexican Grill Inc.跳槽薪酬方案的一部分。 ...

当地时间1月26日，星巴克向监管机构提交备案文件显示，公司CEO布莱恩·尼科尔2025财年总薪酬为 3100万美元，较2024财年的9600万美元大幅缩水6500万美元，降幅达67.7%。薪酬缩水主要源于入职一 次性激励终止以及公司股价下跌导致的绩效奖金落空。 从薪酬构成来看，尼科尔2024财年的高额薪酬核心是入职配套激励方案，其中超9000万美元为股票奖 励，属于星巴克为吸引其加盟设置的特殊激励。2025财年他的薪酬回归常规结构，包含500万美元奖金 与近2000万美元股票奖励，其余为基础薪资等常规收入，无任何一次性特殊激励，常规化薪酬构成成为 收入下滑的基础因素。 尼科尔于2024年9月正式出任星巴克董事长兼首席执行官，彼时星巴克正面临业绩连续下滑的困境，全 球同店销售额曾连续七个季度走低，北美市场运营效率下降、中国市场业绩承压。为扭转局面，尼科尔 上任后推出"重返星巴克"计划，落地多项改革举措：在北美市场推广"绿围裙服务模式"，将80%的直营 门店平均服务时间控制在4分钟内，同步精简菜单、压缩门店运营KPI；在门店布局上，关闭107家低效 门店的同时加速中国县域市场扩张，2025财年中国净增415家门店 ...

星巴克当地时间1月26日提交的备案文件显示，公司CEO布莱恩·尼科尔2025财年总薪酬为3100万美元， 包括500万美元奖金和近2000万美元股票奖励。2024财年其薪酬为9600万美元，其中包括超9000万美元 股票奖励。 ...

Starbucks Corp. Chief Executive Officer Brian Niccol total compensation was $31 million in fiscal 2025, a decline from the previous year when he received stock rewards and other incentives as part of a package to lure him over from Chipotle Mexican Grill Inc. Niccol's 2025 pay includes a $5 million bonus and nearly $20 million in stock awards, according to a filing from the coffee chain on Monday. In fiscal 2024, Niccol's compensation was $96 million, the filing shows, and included a stock award of more tha ...

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

Brian Niccol plowed millions of dollars into improving customers' Starbucks experience in his first year at the helm with a focus on barista training, and he isn't done yet. ...

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]