即便如此，也未必买得到。一些门店会采取限购措施——每人只能买 1 个。要想"人人都吃上"，唯一的办法就是排队。 还记得去年在社交媒体上刷屏的迪拜巧克力吗？ 都2026年了，韩国年轻人依然在为它疯狂——只不过，这一次，产品换了个形态。 如今，走在韩国街头，只要看到烘焙店、便利店门口排着长队，那大概率是在买它。为了买到这款产品，不少人会在门店营业前就提前到店门口排队。 [1] 韩国消费者排队购买迪拜软曲奇，图片来源：Seoul Economic Daily 迪拜软曲奇地图，图片来源：THE CHOSUN Daily 让韩国人费老劲也一定要买到的，是一款名为두바이쫀득쿠키（中译为：迪拜巧克力软糯曲奇，以下简称"迪拜软曲奇"）的甜点。 图为韩国优格甜点连锁店요거트월드Yogurt World推出是迪拜软曲奇产品，图片来源：요거트월드Yogurt World官方 这款迪拜软曲奇有多火？为了能够买到它，韩国网友干脆为它专门做了一张"地图"。 在这张被称为"迪拜软曲奇地图"的网页上，可以清楚看到哪些店铺正在售卖这款产品；更夸张的是，为了避免白跑一趟，地图甚至还能显示门店库存情 况。[2] 如今，这股热度已经传到了国内。在上 ...

Coffee, cars, silver, and more.In this podcast, Motley Fool contributors Travis Hoium, Lou Whiteman, and Rachel Warren discuss:Starbucks earnings.GM earnings.GM's autonomy plans.Will silver's run continue?To catch full episodes of all The Motley Fool's free podcasts, check out our podcast center. When you're ready to invest, check out this top 10 list of stocks to buy.A full transcript is below.This podcast was recorded on Jan. 28, 2026.Travis Hoium: Earning season has begun, and Starbucks is back. Motley F ...

Starbucks (NASDAQ: SBUX) wowed the markets last week with its latest quarterly update. The company made strides under the leadership of CEO Brian Niccol, who's been at the helm for a bit more than a year, and it has a roadmap toward a complete recovery. Image source: Starbucks. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » There were many updates about performance and strategy in the ...

对消费企业而言，真正重要的并不是药物机制，而是用药人群表现出的稳定消费偏好。多项消费者研究显示，GLP-1 使用者倾向于减少食物总 支出，缩小单次进食量，并在选择上更偏向高营养密度产品，高热量零食等放纵型品类的消费下降最为明显。 整理 | GLP1减重宝典内容团队 2026 年初，GLP-1 不再只是制药行业内部的讨论对象。一家与医疗体系并无直接交集的全球消费品牌的CEO，开始反复在公开场合提及这一 药物：正是星巴克 CEO Brian Niccol。 当越来越多的人用药物重写进食节奏，餐饮公司最先感受到的不是热量话题，而是客单结构、时段需求和产品组合的重新分配。星巴克 CEO Brian Niccol 在公开采访中将公司蛋白产品的推进与 GLP-1 人群的饮食变化直接关联，核心逻辑并不复杂，在进食被拆散之后，饮品与轻食成 为更高频、更可重复进入的消费入口，而星巴克天然处在这个入口位置。 在管理层公开表态之前，外部数据已经给出足够清晰的背景。过去两年，用于减重目的的 GLP-1 类药物使用比例快速上升，不到两年时间接近 翻倍，且在女性人群中的渗透率更高。全国性调查也给出相近结论，大约每八个美国成年人中就有一人 ...

Things are turning around, and investors want to be a part of the story.Coffee shop leader Starbucks (SBUX 0.28%) has disappointed investors over the past few years, but after cycling through four CEOs over the past four years, it might finally be turning around.Shareholders have had high hopes for star CEO Brian Niccol, who joined the company just over a year ago, and his action plan looks like it might be starting to bear fruit. Is the stock a buy for 2026? One cup at a timeStarbucks is a massive coffee s ...

以下文章来源于斑马消费 ，作者陈碧婷 价格将不再是唯一竞争手段。 文 ｜ 陈碧婷 来源｜ 斑马消费（ID：banmaxiaofei） 封面来源 ｜ IC Photo 2 月 1 日起，库迪宣布结束持续近两年的 9.9 元全场畅饮活动，让不少中国连锁咖啡同行们，长 长舒了一口气。 而对于中国广大的咖啡用户来说，长期以来，通过库迪建立起来的咖啡价格锚点，可能就此出现松动。 短短十年间，在瑞幸、库迪等本土咖啡品牌的带动下，中国现磨咖啡市场迎来极速发展，数千亿的市场规模、上亿的咖啡用户基础已经建立。 当头部连锁咖啡品牌携手进入万店时代，价格将不再是唯一竞争手段，以品牌和产品为基础的精细化运营时代已经来临。 9块9大撤退 斑马消费 . 寻找泛消费领域的斑马企业 此次，库迪咖啡的价格调整，虽然选择了低调，但仍犹如一颗重磅炸弹砸向咖啡市场，无数同行们终于松了一口气。 从 2022 年诞生之日起，库迪就不断"搅局"中国咖啡市场，几乎以一己之力，将中国现磨咖啡的价格打到了 10 元以下，将中国咖啡带入"平民时代"， 在中国用户心理上，建立起强大的价格锚点。 如今，要问中国的咖啡用户，对一杯优质现磨咖啡的价格接受度是多少，相信不 ...

Core Insights - Starbucks is undergoing a corporate turnaround under CEO Brian Niccol, initiated with the "Back to Starbucks" plan aimed at revitalizing the brand and customer experience [4][5]. Financial Performance - In Q1 fiscal year 2026, Starbucks reported U.S. comparable transaction growth for the first time in eight quarters, with North America and U.S. comparable stores up 4%, driven by a 3% increase in comparable transactions and a 1% rise in average ticket [6][8]. - Consolidated net revenues increased by 6% to $9.9 billion, with global comparable store sales rising by 5% [8][9]. - In China, comparable store sales rose by 7%, attributed to higher transaction volume and average ticket size [9]. Strategic Initiatives - The "Back to Starbucks" plan focuses on four key areas: empowering baristas, enhancing morning service, reestablishing Starbucks as a community coffeehouse, and effectively communicating the company's story [5][7]. - The company is doubling down on its loyalty program, which may impact profits but aims to strengthen customer engagement [5]. Store Expansion - Starbucks opened 128 net new stores in Q1, bringing the total to 41,118 stores, with 52% being company-operated and 48% licensed [9].

Core Insights - Starbucks is showing signs of a turnaround with global same-store sales growth accelerating in its fiscal first quarter [1] - The company has implemented strategies under CEO Brian Niccol to boost sales, including adding baristas, menu innovation, and brand marketing [2] Sales Performance - Global same-store sales rose 4%, with traffic climbing 3% and average ticket increasing 1%, marking the first increase in traffic in two years [3] - In North America, comparable-store sales also climbed 4%, with traffic up 3%, compared to flat same-store sales in the prior quarter [5] - International same-store sales jumped 5%, with traffic rising 3% and average ticket up 2% [5] - China's same-store sales increased by 7%, with a 2% rise in average ticket and traffic [6] Financial Results - Overall sales increased by 6% to $9.92 billion, surpassing analysts' estimates of $9.67 billion, while adjusted earnings per share (EPS) fell 19% to $0.56, missing the consensus of $0.59 [7] - The company expects global same-store sales growth of 3% or better for fiscal 2026 and plans to open 600 to 650 new shops [8] Future Outlook - Starbucks anticipates slight operating margin improvement for the year, with more significant progress expected in the second half [8] - The company is regaining sales momentum, although this has resulted in lower operating margins and profits [9] - The stock has not moved much in the past five years but may be poised for a breakout if momentum continues [10]

Core Insights - The company has seen positive same-store sales in the US due to a combination of operational excellence, improved customer service, and innovative product offerings like protein coffee and the return of nostalgic items [1][2][9] Operational Improvements - The company has focused on operational excellence through the Green Apron service program, which aims to enhance customer service and empower employees [2][4] - Average wait times for cafe orders have improved from over 5 minutes to below 4 minutes during peak hours, with drive-thru orders also under 4 minutes [3][4] Store Experience and Design - The company is implementing an "uplift" in store design to create a warm and welcoming atmosphere, with plans for significant remodeling that can be executed quickly [5][6] - There is a commitment to building more stores that reflect the brand's essence, including drive-thru options and a focus on creating a coffee house experience [6][7] Nostalgia and Brand Identity - The company is not merely leaning into nostalgia but is focused on reconnecting with the core values and "soul" of the brand, as exemplified by the return of the 1971 dark roast [8][9] - The rewards program is being personalized using technology, with different levels to engage customers more effectively [10][11] Afternoon Business Opportunity - The company sees a multibillion-dollar opportunity in expanding its afternoon business, aiming to create a strong afternoon peak similar to its morning success [14][17] - There is a recognition of changing consumer behaviors, particularly with the rise of GLP-1 users, which presents an opportunity for protein-forward menu innovations [18][20] Leadership and Security - The CEO has noted the challenges of leading a global brand, including unexpected security concerns due to public passion and scrutiny [22][24] - Despite these challenges, the CEO remains optimistic and focused on the company's turnaround strategy [25][26]

Core Insights - Starbucks is undergoing a significant transformation under CEO Brian Niccol, who aims to revitalize the brand through the "Back to Starbucks" initiative, which has already led to changes in customer service, menu offerings, and café design [2][3]. Group 1: Store Concepts and Expansion - The new "Ristretto" store concept aims to reduce average build costs by approximately 20% while optimizing the overall footprint [6]. - Starbucks plans to open 600 to 650 new stores globally in the current fiscal year, with projections of over 2,000 new stores by fiscal year 2028, including around 400 company-owned locations in the US [7]. Group 2: Customer Experience Enhancements - The company is introducing a signature lounge chair and plans to add 25,000 additional seats to US company-operated stores by the end of the fiscal year, aiming to enhance customer comfort and satisfaction [16]. - Digital menu boards will be rolled out in all US company-operated stores over the next 18 months, separating morning and afternoon menus to better cater to customer preferences [20]. Group 3: Menu Innovations - New menu items include global flavors such as ube macchiato and a reformulated Chai latte with mango cold foam, along with a variety of bakery items [24]. - Starbucks is expanding its wellness offerings to meet diverse customer demands throughout the day [21]. Group 4: Technology Upgrades - The company is implementing new front and back-end technologies, including a revamped mobile app and a new point-of-sale system, to streamline operations and improve order speed [28]. - The Mastrena III espresso machine, set to launch in 2027, will halve the time required to brew espresso while maintaining quality [29]. Group 5: Investor Engagement - During the Investor Day event, executives faced questions regarding long-term plans, operating margins, and the recent sale of 60% of its China business, indicating investor interest in the company's strategic direction [38]. - Despite initial optimism, shares slid about 1% during the presentations, reflecting investor caution [37]. Group 6: Overall Strategy - Starbucks aims to reignite momentum by making its cafés more inviting and focusing on menu innovation, indicating a belief that its comeback is now actionable rather than theoretical [42].