Starbucks will give all salaried employees in North America a 2% raise this year, a shift from previous increases that were decided by managers’ discretion https://t.co/6BmojIA6xR ...

The coffee chain that won't leave Starbucks alone is now coming for America. 🔗 https://t.co/TAhmdmJrOb https://t.co/Kw76Ic3X0z ...

One company's dividend is as close to a sure thing as you can get in investing. The other is a bit riskier but potentially higher reward. Together, they are a perfect match.Tractor Supply (TSCO 1.34%) and Starbucks (SBUX -1.97%) have both established themselves as dependable dividend payers. Yet, their strengths, risks, and income profiles could not be more different. Tractor Supply, the leading rural retailer, has a smaller yield but comes with a track record of measured growth and strong coverage. Coffee ...

Group 1: Market Overview - A softer-than-expected July inflation report has improved investor sentiment and revived hopes for a rate cut [1] - Traders are awaiting more economic data to gain further insights about the state of the U.S. economy [1] Group 2: Stock Recommendations - Investors are encouraged to search for stocks with strong long-term growth potential to enhance portfolio returns [2] - Recommendations from top Wall Street analysts can assist in identifying attractive stocks based on in-depth analysis of financials and growth prospects [2][3] Group 3: Pinterest (PINS) - Pinterest reported mixed results for Q2 2025, with revenue surpassing expectations but earnings missing consensus estimates [4] - BMO Capital analyst Brian Pitz increased the price forecast for Pinterest stock to $41 from $40 and reiterated a buy rating [5] - Q2 performance was impacted by a 25% drop in advertising pricing due to rising market share in previously unmonetized markets [6] - Pitz views Pinterest as a "Clear AI Winner," benefiting from AI-powered search functions and algorithm upgrades [7] - Gen-Z constitutes more than half of Pinterest's user base, providing valuable customer insights for advertisers [8] Group 4: CoreWeave (CRWV) - CoreWeave reported market-beating revenue for Q2 and issued better-than-anticipated guidance for Q3, but reported a larger-than-expected loss [9] - Jefferies analyst Brent Thill reiterated a buy rating on CoreWeave stock with a price target of $180, highlighting an 86% year-over-year jump in remaining performance obligations (RPO) [10] - Thill remains optimistic due to expansion deals with two hyperscalers and a ramp-up in capacity, adding 600 megawatts of contracted power [11] Group 5: Starbucks (SBUX) - Jefferies analyst Brent Thill upgraded Starbucks stock to buy from hold and increased the price target to $115 from $100 [13] - The stock has underperformed, sinking by 16% over the past six months, but Thill believes the risk/reward profile has improved [13] - Turnaround initiatives under new leadership are expected to drive improvement in U.S. comparable sales in Fiscal 2026 [13] - Thill anticipates gaining more visibility on Starbucks' earnings outlook as turnaround efforts become clearer, particularly regarding cost-saving initiatives [14] - The goal is to revive operating margins to 17% seen in Fiscal 2019, compared to 10.3% in Fiscal 2025 [14]

以下文章来源于投资人黄海 ，作者投资人黄海 投资人黄海 . 剖析商业世界的重要变化。 本文来自微信公众号： 投资人黄海 （ID：haivcconsumer） ，作者：投资人黄海，题图来自：视觉 中国 星巴克中国准备卖身了。 根据多家财经媒体报道，星巴克正在和各路买家商谈出售自己中国的业务，定价在50亿～100亿美金 之间。 目前传出想收购星巴克中国的投资机构，包括大钲资本、高瓴资本、美国的凯雷集团、KKR等等的 资本巨鳄。在这里面最值得一提的是来自中国的大钲资本。大钲资本已经是瑞幸咖啡的大股东，如果 被他成功买下了星巴克中国，那开玩笑说，中国咖啡行业的大半壁江山都是他们家的。 关于星巴克中国卖身这件事情，我在年初的 文章 里就有给大家进行过预测。到了今天这个时间点， 当时的预测已经逐步成真。 从目前星巴克中国的业务发展来看，我的观点非常明确，星巴克要卖中国业务现在就是最好的时机， 如果现在没有卖成，再往后拖的话，反而有很大的风险，会越来越不值钱。 星巴克中国，究竟遇到了什么样的危机？ 一句话来概括就是产品性价比低，这是它长期以来很大的问题。在最近两年，这个问题在不断地凸 显。 首先是瑞幸跟库迪在过去两年在打价 ...

经济观察网韩国星巴克近日更新政策，禁止顾客携带台式电脑、打印机等大型办公设备入店。此举旨在 确保所有顾客能享受愉快便捷的店内体验。笔记本电脑和小型个人设备仍受欢迎，但大件物品因占用座 位和影响共享空间而被禁止。此举针对"咖学族"，即长时间在咖啡馆工作或学习的人群。疫情期间，远 程办公需求增加，许多韩国人选择在星巴克办公，导致空间紧张。星巴克强调，将继续保持"第三空 间"理念，但需维护共享空间的舒适性。 韩国办公室租金高昂，尤其在首尔，许多公司无力负担办公空间，员工被迫转向咖啡馆。此举引发部分 顾客不满，认为影响了他们的就餐体验。星巴克韩国门店已在门口贴出告示，明确禁止携带大件物品， 员工也有权提醒违规顾客。专家指出，韩国有浓厚的茶室文化，咖啡馆逐渐成为新的文化归属地，但过 度利用导致政策调整。 ...

本文来自微信公众号：投资人黄海 （ID：haivcconsumer），作者：投资人黄海，题图来自：视觉中国 星巴克中国，究竟遇到了什么样的危机？ 一句话来概括就是产品性价比低，这是它长期以来很大的问题。在最近两年，这个问题在不断地凸显。 首先是瑞幸跟库迪在过去两年在打价格战，推出什么9.9元、8.8元一杯的咖啡饮品，这就显得星巴克30 元甚至更高的价格就不太合理了。更要命的是，今年4月份以来，三大外卖平台积极地打价格战，库迪 咖啡一度价格更是低到了3.9元一杯，还送到家给你喝。 在这种情况下，星巴克的定价就越来越站不住脚了。星巴克当然知道这个难点，因此也在积极地自救。 他第一个自救的方法就是降价。 星巴克中国准备卖身了。 根据多家财经媒体报道，星巴克正在和各路买家商谈出售自己中国的业务，定价在50亿～100亿美金之 间。 目前传出想收购星巴克中国的投资机构，包括大钲资本、高瓴资本、美国的凯雷集团、KKR等等的资 本巨鳄。在这里面最值得一提的是来自中国的大钲资本。大钲资本已经是瑞幸咖啡的大股东，如果被他 成功买下了星巴克中国，那开玩笑说，中国咖啡行业的大半壁江山都是他们家的。 关于星巴克中国卖身这件事情，我在年 ...

Group 1: Restaurant Stocks Overview - Restaurant stocks face headwinds, but companies like Chipotle Mexican Grill, Wingstop, and Starbucks are expected to outperform and increase stock prices due to unique catalysts [1] - Analyst trends forecast substantial upside for Chipotle, Wingstop, and Starbucks, likely driven by Q3 earnings reports [1] Group 2: Chipotle Mexican Grill - Chipotle's share price has retreated to a multiyear low after weaker-than-expected Q2 results, but analysts believe the sell-off is overdone and have upgraded the stock to Overweight [2][3] - Factors that could offset weakness include accelerated store openings, improved restaurant-level margins, and the CEO's confidence in regaining mid-single-digit comp CAGR [3] - The consensus price target for Chipotle is $60, indicating a 40% upside potential [4] - Long-term growth is supported by an international growth strategy and accelerated openings [5] Group 3: Wingstop - Wingstop's share price faced challenges due to slowing growth, but early-year results exceeded expectations, and plans to accelerate store openings are in place [7] - Revenue growth is expected to sustain or accelerate from Q2 levels, with a bullish sentiment reflected in analyst ratings [8] - Analysts predict a potential stock price range of $400 to $440, which would mark a new all-time high [9] Group 4: Starbucks - Starbucks is undergoing a CEO-led transition expected to yield visible results soon, with an upgrade to Outperform and a price target of $115 [11] - Labor-cost increases are becoming more apparent, while cost-saving opportunities are anticipated to rise [11] - Comp store sales are expected to improve due to the Green Apron Service initiative aimed at enhancing customer satisfaction [12] - Analysts have increased the price target since the Q2 release, forecasting a 10% upside, with a potential high-end target of $165, representing a 75% increase [13]

Core Viewpoint - Starbucks Korea has implemented a policy prohibiting customers from bringing large work equipment into stores to enhance the in-store experience for all customers [1] Group 1: Policy Changes - The new policy specifically bans desktop computers, printers, and other bulky items that may limit seating and affect shared space [1] - The company continues to promote the concept of a "popular third space" for customers [1] Group 2: Customer Behavior - A professor from Curtin University noted that working remotely at Starbucks has become an economical option, as customers only need to purchase a coffee to work there, but this has led to overuse [1] - Currently, Starbucks in China is promoting the idea of office/study spaces, showcasing examples of stores being used as study rooms [1]

（文/霍东阳 编辑/张广凯） 哈根达斯要被挤下桌了。 6月，多家媒体报道称，哈根达斯母公司通用磨坊正在考虑出售哈根达斯在华的冰淇淋门店。 有媒体报道称，哈根达斯门店的买方将获得通用磨坊的商标授权（附带年限限制），潜在交易金额约5 亿-8亿美元，多家机构参与竞购，但尚未达成最终协议。 同样在考虑出售的还有星巴克中国。在7月29日，星巴克公布财报后，CEO Brian Niccol在之后的财报会 上表示，星巴克中国正在对超过20个有强烈意愿的机构进行评估。 不过，星巴克仍旧会是星巴克中国最大的老板，将保有中国业务30%的股权，其余70%由多个买家分 摊，每家不超过30%。 哈根达斯和星巴克在中国多年构建的品牌护城河与增长逻辑正在经历着入华以来最为严峻的考验。 昔日的高端品牌 1996年，哈根达斯在上海南京路开出了第一家门店，凭借"高端进口"的独特定位，迅速在国内冰激淋消 费市场站稳脚跟。 "高端进口"的定位并不是哈根达斯针对中国市场而为之。 随着商业地产的腾飞，哈根达斯也搭上了奢侈品入华的"快车"，门店一律设在一二线城市最繁华的地 段，多位于中高端商场一楼入口，毗邻奢侈品牌。这也让哈根达斯在门店装修的成本极高，在 ...