格隆汇1月29日｜星巴克CEO尼科尔(Brian Niccol)表示，公司在部分目标上已取得进展，包括将每杯饮 品制作时间控制于四分钟内，并形容业务复苏只是开始。他指出，菜单创新如高蛋白冷泡泡沫，有助吸 引忠实及非频密顾客，未来亦将推出更多新品，同时优化会员奖赏计划及数码体验。公司正致力改善门 店体验及人手配置，管理层预期相关投资将于中长期推动利润率回升。 ...

加利福尼亚州一家星巴 克门店内，顾客正在取外卖订单。 星巴克凭借咖啡在早间时段占据优势，如今该品牌希望通过另一种含咖啡因饮品，吸引消费者在当天晚 些时候再次到店。 未来几周，星巴克美国门店将推出全新午后菜单，包含多款全新小食，以及与核心咖啡品类不同的各类 饮品，涵盖茶饮、升级款能量饮料和抹茶饮品。 星巴克全球首席品牌官特雷西・利伯曼在接受美国有线电视新闻网采访时表示："早间的消费行为往往 极具规律性，而午后的消费则更具随意性。人们会根据当天的状态，或是天气情况，想要喝上一杯不一 样的饮品。" 她称，这为星巴克创造了新的商机。 近年来，星巴克的部分竞争优势正被荷兰兄弟、黑石咖啡等新兴咖啡品牌赶超。餐饮行业研究机构泰克 诺米克的消费者研究高级总监罗伯特・伯恩表示，午后向来是星巴克的经营淡季，这一时段存在较大的 增长潜力。 他在接受采访时说："对许多消费者而言，午后抽空去心仪的饮品店小坐片刻，是一次短暂的休憩，能 让大脑放松、情绪舒缓，我认为这一领域蕴藏着巨大的商机。" 丰富午后饮品及食品选择，是星巴克首席执行官布莱恩・尼科尔复兴计划中的核心举措。尽管初期推进 缓慢，但他主导的菜单调整及其他优化措施已初见成效：这家 ...

Core Insights - Starbucks Corporation reported consolidated net revenues of $9.9 billion for Q1 FY26, a 6% increase from $9.39 billion in the same period last year [1] - The company experienced a decline in operating income in North America, falling to $867 million from $1.2 billion in Q1 FY25 [1] - The operating margin in North America decreased to 11.9%, down from 16.7% a year earlier, attributed to labor investments and inflationary pressures [2] North America Performance - Quarterly net revenues in North America rose 3% year on year to $7.3 billion [1] - Comparable store sales in North America increased by 4% [4] - The decline in operating income was linked to increased labor costs and inflation, particularly from tariffs and high coffee prices [2] International Performance - The International segment saw net revenues rise 10% year on year to $2.1 billion [2] - Operating income in the international segment increased to $282.7 million in Q1 FY26, compared to $237.1 million in Q1 FY25 [2] - Comparable store sales internationally grew by 5% [4] Channel Development - The channel development segment generated net revenues of $522.7 million, a 20% year-on-year increase from $436.3 million in the same period of FY25 [3] Future Outlook - Starbucks expects global and US comparable store sales growth of 3% or greater for FY26, with consolidated net revenues increasing at a similar pace [4] - The company added 128 net new stores in Q1 FY26, bringing the total store count to 41,118, with 52% being company-operated and 48% licensed [5] Management Commentary - CEO Brian Niccol stated that the Q1 results indicate the success of the "Back to Starbucks" strategy, highlighting increased customer engagement and sales momentum [3]

Core Insights - Starbucks is experiencing a resurgence, achieving its first comparable transaction growth in the US in eight quarters, marking the beginning of a new strategic phase [1] - The company is focused on revitalizing its brand and culture, with leadership emphasizing the importance of a vibrant culture in the "Back to Starbucks" initiative [2] Strategic Plans - Starbucks is outlining its strategic plan through fiscal 2028, with expectations for clearer multi-year financial targets and details on cost savings [2][6] - The company aims to enhance customer experience and operational efficiency through various initiatives, including store remodels and menu innovations [7][9] Store Remodels - Approximately 200 coffeehouse redesigns have been completed, aimed at encouraging customers to stay longer, with plans to complete over 1,000 remodels by the end of the fiscal year [8] - Each remodel costs about $150,000 and is mostly completed overnight [8] Menu Innovations - Starbucks is refreshing its menu with new spring offerings, including espresso, matcha, and chai beverages, and is accelerating its pace of innovation [9] - The company plans to expand its wellness-focused menu, particularly with protein drinks and healthier snacks [10] Technology Enhancements - Starbucks is enhancing its AI-driven virtual assistant, Green Dot Assist, to support baristas with recipes and information [11] - A new point-of-sale system and an advanced espresso machine, the Mastrena 3, are set to be introduced, improving service speed [13] Staffing and Career Development - The company is establishing clearer staffing structures and pathways for career growth to reduce turnover [14] - A new coffee house coach role has been introduced to promote internal hiring and staff retention [15][16] Performance Metrics - Starbucks is streamlining its performance metrics from nearly 40 to a more focused set, allowing coffeehouse leaders greater control [17] - The company is implementing a "shot score" system to evaluate performance, with top-performing stores showing significantly higher sales [18] Customer Loyalty Program - Starbucks is updating its customer loyalty program with a tiered system and new rewards, including a $2 discount for redeeming 60 points [18] - The company plans to evolve staff recognition programs to reward employees at top-ranking coffeehouses [19]

Core Insights - Starbucks is reintroducing a tiered loyalty program in North America to encourage more frequent visits from coffee drinkers as part of its broader turnaround strategy [1] - The loyalty program, Starbucks Rewards, has been a significant contributor to the company's revenue, accounting for 60% of total revenue in fiscal 2025 [2] - The previous two-tiered system was eliminated in 2019 to engage new members, but the company now believes it did not adequately reward its most loyal customers [3] Company Strategy - The tiered loyalty program will be reintroduced on March 10, featuring three levels to better reward frequent customers [4] - The company aims to balance enticing rewards for members while maintaining profit margins [3] - Executives are sharing plans to drive future sales growth and profitability, emphasizing the importance of the loyalty program [1]

Starbucks Unveils Reimagined Loyalty Program The updated Starbucks Rewards program, which launches on March 10, introduces three levels of membership – Green, Gold and Reserve – offering new and exclusive benefits for members. The updated Starbucks Rewards program, which launches on March 10, introduces three levels of membership – Green, Gold and Reserve – offering new and exclusive benefits for members. Inspired by member feedback, the program is designed to strengthen connection and drive growth. T ...

2026.01. 29 本文字数：954，阅读时长大约1.5分钟 本次财报中星巴克透露，预计通过与博裕资本的交易完成后，折旧和摊销以及门店运营费用将减少，交易将在2026年初完成。 即使中国资方入主，星巴克仍在中国市场面临巨大竞争。近几年，中国咖啡市场的竞争格局已发生巨大转变。瑞幸咖啡在门店数量和营收规模上全面超越 了对中国咖啡市场进行过教育的星巴克，成为新的中国咖啡市场领导者。 不过，业内对于该交易整体持乐观判断。中国食品产业分析师朱丹蓬告诉第一财经记者："随着博裕的入局，星巴克未来将有三大变化：首先，会加速开 店。其次，本土化运营会更精准、更科学。最后，供应链的完整度会提升。" 微信编辑 | 苏小 作者 | 第一财经 揭书宜 1月28日晚间，星巴克发布2026财年第一季度业绩报告。星巴克2026财年第一季度净营收99亿美元，同比增长6%；净利润2.93亿美元，低于去年同期 的7.81亿美元。第一季度全球同店销售额增长4%，其中北美和美国市场同店销售额增长4%。 对于本次财报的增收不增利，星巴克预计，某些宏观经济压力将在本财年下半年缓解，包括关税和咖啡豆上涨对产品和分销成本的影响。 财报显示，本财季中国市场 ...

Core Viewpoint - Kirkstone Metals Corp. has initiated the permitting process for a multiphase exploration program at its Gorilla Lake project, aiming to advance the project systematically through various exploration techniques and targeted drilling [1][2]. Exploration Program Details - The exploration program consists of three phases: - Phase one involves a comprehensive airborne survey using time domain electromagnetic (EM) and magnetic techniques to confirm historical structural interpretations and identify subsurface conductive targets [2]. - Phase two includes ground-based follow-up activities such as detailed prospecting and robust geophysical surveys to refine priority targets [2]. - Phase three plans to permit up to 7,000 metres of diamond drilling on qualified targets identified in earlier phases [2]. Indigenous Engagement - As part of the permitting process, the company will engage with Indigenous stakeholders to ensure open communication and incorporate local knowledge into the exploration program [3]. Environmental Commitment - The company emphasizes maintaining high environmental standards throughout exploration, working closely with local Nations and regulatory authorities to minimize environmental impact [4]. Market Context - The company highlights the current favorable market conditions for uranium, with prices recently trading over $98.00, indicating a promising time for exploration and investment in uranium assets [4]. Company Overview - Kirkstone Metals Corp. is focused on uranium assets that support the transition to clean energy, with its flagship project located in Saskatchewan's Athabasca Basin, a leading uranium district [6].

Core Viewpoint - American Salars Lithium Inc. has announced a non-brokered private placement to raise gross proceeds of up to CAD $175,000, aimed at funding exploration and general working capital [1][2]. Group 1: Private Placement Details - The private placement will consist of up to 1,666,667 units priced at $0.105 per unit, with each unit comprising one common share and one common share purchase warrant [1]. - Each warrant allows the holder to purchase an additional common share for 24 months at a price of $0.14 per share [1]. Group 2: Use of Proceeds - Proceeds from the financing will be utilized for exploration activities and general working capital [2]. Group 3: Securities Regulations - All securities issued will be subject to a four-month-and-one-day hold period from the date of issuance according to applicable securities legislation [2]. - The warrants will include provisions limiting exercise to holders owning less than 10% of the issued and outstanding common shares post-exercise [2]. Group 4: Company Overview - American Salars Lithium is focused on exploring and developing high-value battery metals projects to cater to the growing electric vehicle market [3].

Core Viewpoint - Starbucks is set to provide a long-term financial forecast and details on achieving its targets during an investor presentation, following a suspension of its outlook in October 2024, which projected global same-store sales growth of at least 5%, revenue growth of at least 10%, and earnings per share growth of at least 15% [1] Group 1: Financial Performance - Starbucks shares have decreased approximately 5% over the past year, resulting in a market value of around $108 billion, amid concerns over consumer spending and rising coffee prices [2] - The company reported a same-store sales growth of 4% for the first time in two years, driven by increased customer traffic [3] - For fiscal 2026, Starbucks anticipates adjusted earnings per share between $2.15 and $2.40, with same-store sales growth of at least 3% globally and in the U.S. [5] Group 2: Strategic Initiatives - Menu innovations, such as protein cold foam, have attracted both loyal and infrequent customers, with further innovations and enhancements to the rewards program and digital experience planned [4] - Under CEO Brian Niccol's leadership, Starbucks is focusing on improving customer and employee experiences, including returning seating to cafes and requiring baristas to write messages on cups, despite these changes impacting short-term earnings [6] - Investments in restaurant improvements and labor have affected profits during the fiscal first quarter, leading to earnings per share that fell short of Wall Street estimates [4]