11月4日，全球最大咖啡连锁品牌星巴克宣布与博裕投资达成战略合作，双方将成立合资企业，共同运 营星巴克在中国市场的零售业务；6天后，RBI集团宣布将与CPE源峰成立合资公司，意在提振汉堡王中 国的业绩。 洋品牌引入本土资本，进行中国业务分拆的模式并不陌生，8年前的"金拱门"已成为类似调整的受益 者。眼下具有高度确定性与成长性的中国超大规模市场既是各国经营主体的发展机遇，跨国企业的积极 调整也是应对激烈竞争的务实之举。 业务分拆实现可持续发展 记者了解到，目前星巴克与博裕投资初步宣布达成战略合作，具体业务调整、策略规划等后续将再逐步 商讨。 无论星巴克还是汉堡王，此番调整都意在更深入地参与中国市场。星巴克咖啡公司董事长兼首席执行官 倪睿安在2025财年三季度财报电话会议上就回应表示，在中国市场寻求战略合作伙伴的核心并非资本运 作，而是在于通过与星巴克共享使命、价值观的合作伙伴，提升中国本土市场运营效率，确保星巴克在 中国获得长足发展。倪睿安表示，合作协议达成后，博裕投资在本地市场的经验与专长，将有力加速星 巴克在中国市场、特别是中小城市及新兴区域的拓展。 根据协议，双方目标是将星巴克在中国的门店规模逐步拓展至2 ...

证券时报记者 秦燕玲 11月4日，全球最大咖啡连锁品牌星巴克宣布与博裕投资达成战略合作，双方将成立合资企业，共同运营星巴克在 中国市场的零售业务；6天后，RBI集团宣布将与CPE源峰成立合资公司，意在提振汉堡王中国的业绩。 洋品牌引入本土资本，进行中国业务分拆的模式并不陌生，8年前的"金拱门"已成为类似调整的受益者。眼下具有 高度确定性与成长性的中国超大规模市场既是各国经营主体的发展机遇，跨国企业的积极调整也是应对激烈竞争 的务实之举。 业务分拆实现可持续发展 记者了解到，目前星巴克与博裕投资初步宣布达成战略合作，具体业务调整、策略规划等后续将再逐步商讨。 无论星巴克还是汉堡王，此番调整都意在更深入地参与中国市场。星巴克咖啡公司董事长兼首席执行官倪睿安在 2025财年三季度财报电话会议上就回应表示，在中国市场寻求战略合作伙伴的核心并非资本运作，而是在于通过 与星巴克共享使命、价值观的合作伙伴，提升中国本土市场运营效率，确保星巴克在中国获得长足发展。倪睿安 表示，合作协议达成后，博裕投资在本地市场的经验与专长，将有力加速星巴克在中国市场、特别是中小城市及 新兴区域的拓展。 根据协议，双方目标是将星巴克在中国的门 ...

Core Insights - Target is experiencing declining sales, with same-store sales dropping for three consecutive quarters, attributed to its political stances and DEI policies [1][3] - The brand has lost its appeal, with customers feeling that it no longer offers the unique shopping experience it once did [3][4] Financial Performance - In Q3, Target reported net sales of $25.3 billion, a decrease of 1.5% year-over-year, driven by a 1.9% decline in merchandise sales, although non-merchandise sales increased by 17.7% [7] - The third-quarter GAAP EPS was $1.51, down from $1.85 the previous year, while adjusted EPS was $1.78 [7] - Comparable sales fell by 2.7%, with a 3.8% decline in comparable store sales, partially offset by a 2.4% increase in comparable digital sales [7] - Operating income for the third quarter was $0.9 billion, reflecting an 18.9% decrease compared to the previous year [7] Customer Experience and Strategy - Target has been focusing on curbside pickup in certain markets, indicating a shift towards enhancing customer convenience [5] - The company is compared to Starbucks, which successfully revitalized its brand by focusing on customer experience and operational improvements [5][6]

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The coffee chain that won't leave Starbucks alone is now coming for America. 🔗 https://t.co/v8Dw8bXCRy https://t.co/iuLlWJuJtI ...

Group 1 - The overall rejection rate for any kind of credit in the past 12 months has increased to 24.8% from 23.1%, marking a new series high, with mortgage refinancing rejections hitting a record 45.7% [4] - A study indicates that only 40% of workers aged 61 to 65 are financially on track for retirement, with a median annual deficit of $9,000, representing a 24% shortfall in their funding needs [6] - Nearly 875,000 homeowners have underwater mortgages, the highest level in three years, attributed to softening home prices and elevated borrowing costs [14] Group 2 - The US is preparing $2,000 stimulus checks, while Japan and China are preparing stimulus packages of $110 billion and $1.4 trillion respectively, indicating a global trend towards monetary easing [8] - The 401(k) contribution limit for workers under 50 will increase to $24,500 in 2026, with higher limits for older workers, providing an opportunity for increased retirement savings [10] - The number of housing foreclosures has risen, with over 101,000 properties receiving filings in Q3, a 17% increase from the previous year [17] Group 3 - The three major stock indices posted significant losses for the week, with the S&P 500 and Dow down 2% and the Nasdaq down 2.7%, highlighting market volatility [20] - The "Magnificent 7 stocks" now account for over 36% of the S&P 500's total market capitalization, with NVIDIA alone contributing 20%, raising concerns about market concentration [20] - The US Mint has stopped producing pennies, a move seen as a sign of the declining value of the US dollar, which costs 3.7 cents to produce [25][30]

咱别以为这是外资要跑路，说白了，这是中国消费市场早就换了玩法，洋牌子不跟着变，就得被淘汰！ 大家好，我是老陈瞰世界。 最近刷到星巴克、汉堡王这些洋牌子的操作，是不是觉得有点懵？星巴克豪掷 40 亿，把中国区 60% 的股份卖给了博裕资本。 汉堡王更干脆，直接甩卖 83% 股权，换来了 25 亿投资。其实这事儿早有先例，2016 年百胜就把肯德基、必胜客的中国业务转给了春华资本。 说真的，洋牌子早年在中国那可是躺着赚钱的主儿。1987 年肯德基在北京前门开店，那场面热闹得吓人，400 多人排着 2 小时的长队等位，7.3 元一个的汉 堡。 放在当时相当于普通家庭 3 天的伙食费，吃完剩下的纸盒，孩子们都当宝贝似的珍藏起来。 1999 年星巴克进驻北京国贸，墨绿色的门店、原木桌椅，再配上爵士乐，直接成了都市白领的 "装逼圣地"，说句实在的，它卖的哪儿是咖啡啊，分明是那 份 "高人一等" 的逼格。 外资 "卖身" 不是撤退是自救 那时候洋牌子能躺赢，全靠三个硬条件：一是大家想要的多、能买到的少，市场红利一抓一个准。 二是政策给劲儿，外资企业所得税才 15%，还能享受 "两免三减半"，比本土企业 33% 的税率划算太 ...

The chain has sold off a struggling sister brand. Its restaurant closures should drive sales to other locations. The quarterly sales numbers were disappointing. When a restaurant loses its way, it can be hard to reconnect with customers, but it has happened. Burger King, for example, has shown some early positive results from its "Reclaim the Flame" program designed to turn around its business. "Operating satisfaction for lunch and dinner rose 4 points year-over-year, reaching their highest level ...

The Starbucks union says its strike has expanded to over 30 locations throughout the country, with the latest work stoppage hitting a store in Albany, NY, days after after New York City’s socialist Mayor-elect Zohran Mamdani called for a boycott of the chain.Baristas at the Starbucks on New Scotland Avenue in New York’s state capital went on strike Thursday, the same day top officials with the incoming Mamdani administration joined a picket line outside a Starbucks in Manhattan’s Financial District.Continui ...

On CNBC's “Halftime Report Final Trades,” on Thursday, Bryn Talkington, managing partner of Requisite Capital Management, named Alphabet Inc. (NASDAQ:GOOGL) (NASDAQ:GOOG) as her final trade.Shares of Magnificent Seven stock Alphabet have soared to new all-time highs in recent days and posted an impressive gain of 54% year-to-date in 2025. Investors in the tech giant are sitting on remarkable gains, including the company’s co-founders, who are now among the wealthiest people in the world.Stephanie Link, chie ...