Boyu Capital has become the leading contender to acquire a controlling stake in Starbucks’s China operations, as reported by Bloomberg. The private equity company has reportedly outbid rivals including Carlyle Group. A deal could value Starbucks’s Chinese business at more than $4bn. Negotiations between Starbucks and Boyu are expected to take several months and are not guaranteed to translate into a deal. Internet companies and other investors could participate as limited partners to co-finance a potent ...

Starbucks Corporation (NASDAQ:SBUX) will release earnings results for the fourth quarter, after the closing bell on Wednesday, Oct. 29.Analysts expect the Seattle, Washington-based company to report quarterly earnings at 55 cents per share, down from 80 cents per share in the year-ago period. The consensus estimate for Starbucks' quarterly revenue is $9.35 billion, compared to $9.07 billion a year earlier, according to data from Benzinga Pro.On Oct. 1, Starbucks raised its quarterly cash dividend from 61 ce ...

Starbucks Corporation (NASDAQ:SBUX) will release earnings results for the fourth quarter, after the closing bell on Wednesday, Oct. 29.Analysts expect the Seattle, Washington-based company to report quarterly earnings at 55 cents per share, down from 80 cents per share in the year-ago period. The consensus estimate for Starbucks' quarterly revenue is $9.35 billion, compared to $9.07 billion a year earlier, according to data from Benzinga Pro.On Oct. 1, Starbucks raised its quarterly cash dividend from 61 ce ...

Investment Rating - The report does not explicitly state an investment rating for the industry Core Insights - The report explores the compatibility of the Indonesian ready-to-drink tea and coffee market with Chinese brands, highlighting opportunities and challenges for expansion [7][8] - Indonesia is a major producer and consumer of tea and coffee, ranking third in coffee production and seventh in tea production globally [9][10] - The ready-to-drink beverage market in Indonesia is experiencing significant growth, with a projected household consumption scale of approximately 270 trillion Indonesian Rupiah in 2023, reflecting a year-on-year growth of 7.1% [11][12] Summary by Sections 1. Drinking Culture in Indonesia - Indonesia has a rich tea and coffee culture, being a leading producer of both beverages, with coffee production at approximately 760,000 tons in 2023 and tea production at about 125,000 tons in 2022 [9][10] - The tea and coffee markets in Indonesia have diversified significantly, with the entry of international brands like Starbucks and local innovations in beverage offerings [8][9] 2. Opportunities and Challenges for Chinese Tea and Coffee Brands in Indonesia - Opportunities include Indonesia's status as the largest economy in ASEAN, rapid GDP growth, and a young population with high consumption tendencies [33][34] - Challenges involve regional disparities, complex cultural and religious factors, and regulatory hurdles such as halal certification [33][34] 3. Localization as a Key to Brand Expansion and Sustainability - Localization strategies are essential for success, including adapting products to local tastes, understanding consumer behavior, and leveraging local supply chains [32][33] - Successful local brands like Chatime and Starbucks have established strong market positions through effective localization [32][33] 4. Analysis of Representative Local Tea and Coffee Chains - Chatime and Mixue are prominent players in the Indonesian tea market, while Starbucks dominates the high-end coffee segment [32][33] - Local brands like TOMORO are rapidly expanding by combining local insights with effective marketing strategies [32][33] 5. Market Dynamics and Consumer Behavior - The report highlights the increasing consumer preference for ready-to-drink beverages, with a notable rise in coffee consumption, projected to reach 1.02 kg per capita by 2024 [45][46] - The Indonesian market shows significant potential for growth in per capita consumption of tea and coffee, which remains below global averages [45][46]

以下文章来源于咖门 ，作者伍月 咖门 . 聚焦茶饮、咖啡行业，关注饮品新风潮 近日全国多地气温骤降，"冬天第一杯奶茶"在小红书的话题浏览量突破 2000 万，相关讨论持续占据热门。 茶百道的"超厚芋泥"回归首日售出近 20 万杯，书亦烧仙草的"草莓奶云麻薯" 48 小时卖 30 万杯，喜茶的"雪域 ・ 牦牛乳恰安莫"多地售罄断货。 还有哪些热饮卖爆了？首轮热饮大战透露了什么产品趋势？ 48 小时 30 万杯，多店断货 "冬天第一杯热饮"首战全面打响 茶百道店员也反馈，芋泥系列回归后成为点单爆款，多数顾客选择热饮版本。 市场需求升温，各大品牌积极推新造势： 10月23日， 茶百道推出蛋糕奶茶系列 ，搭配限定萌宠主题杯身，以毛绒治愈风格营造温暖氛围； 沪上阿姨升级回归"糖烤板栗系列" ，用"秋天，该吃热乎乎的糖烤栗子了"唤醒消费者的季节记忆； 柠季官微发布"热饮推荐"，一口气安利手打柠檬茶、蜂蜜果茶、椰乳茶三大系列；兵立王则通过"秋日热饮必喝"话题，重点推荐黑糖波波班长、兵王烤奶等 经典产品。 多款新品一上市就迎来热销。 尤其是芋泥类饮品，不少品牌将其当成秋冬的"第一杯热饮"来推，像茶百道的"超厚芋泥"系列，回归 ...

Core Insights - The company's fiscal fourth-quarter results are expected to show the impact of softer economic conditions, leading to a reduction in customer spending [1] Group 1 - The economic environment is influencing customer behavior, resulting in a pullback in spending [1]

Core Insights - The price of Yunnan coffee has reached historical highs, with fresh fruit procurement prices peaking at 10 yuan per kilogram, and coffee bean prices surpassing 60 yuan per kilogram by February 2025, driven by global market dynamics and domestic consumption growth [2][3][6]. Price Trends - Yunnan coffee prices have seen a significant increase, with prices rising from 14.78 yuan per kilogram in 2018 to approximately 66 yuan per kilogram in 2025 [6]. - The price of Arabica coffee futures in New York has reached a record high of 4.36 USD per pound, influenced by adverse weather in Brazil, which is the world's largest coffee producer [3]. Market Dynamics - The Chinese coffee market is expanding rapidly, with the industry scale projected to reach 313.3 billion yuan in 2024, reflecting an 18.1% year-on-year growth [3]. - Yunnan coffee accounts for 98% of China's total coffee production, benefiting from a growing domestic market and geopolitical trade fluctuations [3][6]. Quality Improvement Initiatives - Starbucks has implemented a "quality for price" strategy in Yunnan, which has significantly improved the quality of coffee beans and increased farmers' incomes [5][6]. - By 2024, the area planted with coffee in Yunnan reached 1.1931 million acres, with a total production of 150,200 tons, marking a 4% increase in planting area and a 3% increase in production year-on-year [6]. Future Prospects - Starbucks plans to incorporate high-quality Yunnan coffee beans into every cup of classic espresso sold in mainland China, indicating strong future demand [7]. - The Yunnan coffee industry is at a turning point, focusing on not just increasing production but also enhancing the quality and variety of coffee beans [10].

瑞穗首次覆盖星巴克，给予"中性"评级，目标价为84美元。(格隆汇) ...

格隆汇10月29日｜据彭博，知情人士透露，在星巴克寻求中国业务合作伙伴的过程中，私募股权公司博 裕的出价击败包括凯雷集团在内的其他私募公司，成为收购星巴克中国业务控股权的领跑竞标者。交易 对星巴克中国业务的估值可能超过40亿美元。星巴克与博裕可能需要数月时间协商条款以敲定协议，但 谈判未必能达成最终协议。知情人士补充称，包括互联网公司在内的其他企业可能作为有限合伙人参 与，帮助为交易共同融资。星巴克发言人表示，收到了多家优质合作伙伴的强烈兴趣，他们都认同星巴 克在中国市场的长期成长潜力。该公司代表称正在评估五份竞购方案，但未评论博裕是否处于领先位 置。 ...

Joining us now is Jacob Aken Phillips of Millius Research. Jacob, it's great to have you on. You got a sell rating on Starbucks.We know this is a turnaround play right now. What do you need to see to feel like the turnaround's taking root. >> Yeah.So, I think that most people are going to be focused on the traffic number more than EPS. I think people would be willing to accept some margin compression or some EPS pressure if they're able to accelerate traffic. But that said, they've just rolled out the Green ...