The Seattle area is home to Amazon, Microsoft, Starbucks ... and an increasingly buzzy space scene. https://t.co/ASmCRJ3aAT ...

Brian, it is so great to have you on the show and I want to start. I'm a student of yours and one thing I know is you never say something's ahead of expectations unless it is. So, I'm going to ask you how'd that happen.Yeah. Hey guys, good morning. Uh yeah, look, we had a uh a really great couple months as we worked hard on the foundational elements of the business, specifically the operating side of it.And you heard us talk about how we're really excited to be rolling out the Green Apron service model. And ...

Group 1 - U.S. stock indices opened slightly higher, with Dow Jones up 0.05%, Nasdaq up 0.19%, and S&P 500 up 0.11% [1] - New Oriental's net profit for Q4 FY2025 decreased by 73.7% year-on-year, leading to a drop of over 10% in its stock price [1] - Starbucks saw a stock increase of over 5% after reporting third-quarter revenue that exceeded expectations [1] Group 2 - Novo Nordisk's stock fell over 5% in pre-market trading after a significant drop of 21% the previous day, as new CEO Lars Fruergaard Jørgensen failed to reassure investors [2] - Apple has lost four AI researchers to Meta in a month, with the latest departure being multimodal AI researcher Bowen Zhang [2] Group 3 - LG Energy Solution secured a supply contract for lithium iron phosphate (LFP) batteries worth 5.9442 trillion KRW (approximately $4.3 billion), which represents 23.2% of its projected 2024 sales [3] - The customer behind the $4.3 billion contract is reportedly Tesla, although LG did not disclose the client's identity [3] Group 4 - Starbucks reported its first same-store sales growth in China in a year and a half, despite a global decline in same-store sales for six consecutive quarters [4]

Starbucks, which built a loyal following in part by selling sugary candy-colored drinks, has a vision for a healthier menu that’s better suited for the MAHA era https://t.co/Zpr4BeHaT8 ...

Starbucks's CEO Brian Nichols saying the coffee chain's turnaround is quote ahead of schedule despite the company reporting its sixth straight quarter of declining same store sales. Joining us right now with more on the quarter is Brian Harbor. He's US restaurants analyst at Morgan Stanley.Good morning to you. We're looking at the stock now about 98 bucks. Is this ahead of schedule in your mind.>> Well, look, I think there's no denying that the numbers are still tough here, but what what suggests that it's ...

Financial Performance - Starbucks reported Q3 FY2025 net revenue of $9.456 billion, up from $9.11 billion in the same period last year, exceeding analyst expectations of $9.29 billion [1] - Adjusted earnings per share were $0.49, below the forecast of $0.65 [1] - Same-store sales in China grew by 2%, surpassing the expected growth of 1.44% [1] Strategic Initiatives - CEO Howard Schultz stated that recent adjustments in China are yielding results, with three consecutive quarters of revenue growth and year-over-year same-store sales increases [3] - Innovations such as "Sugar-Free True Flavor" beverages and new customization options have increased customer purchase frequency, while price adjustments on non-coffee products have broadened the customer base and enhanced consumption during lunch and evening hours [3] Equity Sale and Market Position - Starbucks is exploring the sale of a portion of its equity in China, seeking strategic partners that share its vision and values, while maintaining a significant stake in the business [4] - The company is evaluating over 20 interested institutional investors, emphasizing its confidence and commitment to the Chinese market [4] - Reports indicate that potential equity sale offers have reached a valuation of $10 billion, with nearly 30 private equity firms, including Centurium Capital and Hillhouse Capital, submitting non-binding bids [5] - As of Q3 FY2025, Starbucks operates 7,828 stores in China, covering over 1,000 cities, with new stores continuing to achieve high profitability [5]

Core Viewpoint - Starbucks is actively seeking strategic partners that share its vision and values, while evaluating over 20 interested institutions, with the intention of retaining a significant equity stake in its China operations [1][3] Financial Performance - For the third fiscal quarter of 2025, Starbucks reported total revenue of $9.456 billion, representing a year-over-year increase of 3.8%, while net profit attributable to shareholders was $558 million, down 47.1% year-over-year [1] - In the Chinese market, Starbucks' revenue for the quarter grew by 8% to $790 million, with same-store sales increasing by 2%, and both same-store transaction volume and average ticket size showing sequential improvement [1] Market Expansion - As of the end of the third quarter, Starbucks had a total of 7,828 stores, having opened 70 new locations and entered 17 new county-level markets [3] - In response to intense competition in the Chinese market, Starbucks has reduced prices on "non-coffee products" and enhanced consumption during lunch and evening periods [3] Strategic Considerations - Reports from last November indicated that Starbucks was considering selling equity in its China business, with a valuation estimated between $5 billion to $6 billion, and the transaction expected to continue until 2026 [3] - Starbucks remains confident in the significant growth opportunities within the Chinese market and is focused on revitalizing growth in its China operations while maintaining a positive development trend [3]

此外，星巴克CEO在财报电话会议上谈及星巴克中国股权出售一事时表示，已有超过20家收购方对该项 资产表现出兴趣，公司希望保留"有分量的"股份。(格隆汇) 星巴克(SBUX.US)盘前涨4.4%，报97.05美元。消息面上，星巴克公布2025财年第三季度业绩称，期内 营收约95亿美元，高于市场预期的93亿美元，上年同期为91.1亿美元。 绩后，多家机构上调星巴克目标价。其中，派杰投资将其目标价从102美元上调至105美元；加拿大皇家 银行将目标价从100美元上调至110美元。 | SBUX 星巴克 | | | | --- | --- | --- | | 92.960 + -0.710 -0.76% | | 收盘价 07/29 16:00 美东 | | 97.050 + 4.090 +4.40% | | 盘前价 07/30 04:14 美东 | | 딸 ½ 24 华 § ○ 目 ♥ 節 | | ● 快捷交易 | | 最高价 94.390 | 开盘价 93.250 | 成交量 2092.36万 | | 最低价 91.775 | 昨收价 93.670 | 成交额 19.56亿 | | 平均价 93.494 | 市盈率 ...

Core Viewpoint - Starbucks China reported a notable improvement in its financial performance, with same-store sales increasing for the first time in six quarters, indicating a recovery in the market despite competition from local brands [1][3]. Financial Performance - For the third quarter ending June 29, 2025, Starbucks China achieved revenue of $790 million, representing an 8% year-over-year growth, marking three consecutive quarters of revenue increase [1]. - Same-store sales grew by 2% year-over-year, the first positive growth in six quarters, primarily driven by an increase in transaction volume [3]. - However, the average transaction value decreased by 4% year-over-year, suggesting a consumer shift towards lower-priced products [4]. Market Strategy and Innovations - The improvement in performance is attributed to recent strategic adjustments, including the introduction of the "True Taste No Sugar" innovation system, which offers healthier and customizable options, enhancing customer purchase frequency [5]. - Starbucks China has also focused on expanding its product offerings beyond coffee, promoting a dual strategy of "morning coffee, afternoon non-coffee" to drive growth [5]. - Collaborations with popular brands, such as the partnership with the band Mayday, have increased brand engagement and sales, particularly among younger consumers [5]. Acquisition Interest - Starbucks has received interest from over 20 potential buyers for its China operations, with ongoing evaluations of these offers [2][6]. - Reports indicate that investment firms like KKR, Hillhouse Capital, and others have shown interest in acquiring a stake in Starbucks China, with estimated valuations ranging from $5 billion to $6 billion [8].

The coffee chain that won't leave Starbucks alone is now coming for America. 🔗 https://t.co/YT96tBTItt https://t.co/eT26j7KCiF ...