同时，门店经营利润率季度环比持续提升，主要得益于强劲的同店增长和提升营运效率的不断努力。门 店拓展上，第一季度新进入13个县级城市，截至季度末，星巴克在全国1103个县级市开出了8011家门 店，同比增长4%。新开门店销售表现持续高于均值，超半数新开门店位于低线城市或特殊商圈。 北京商报讯（记者 郭缤璐）1月28日晚间，星巴克发布2026财年第一季度业绩报告，中国市场延续强劲 增长势头，营收实现11%的双位数增长，达到8.234亿美元。同店销售额增长7%，星巴克中国方面表 示，同店交易量的增长获益于门店组合中占比最高的商务区门店、营业时段中的早餐时段、和城市分布 中低线城市的强劲表现；而客单价的增长主要得益于商品及食品品类的突出表现。 ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 1月29日，日前，星巴克发布2026财年第一季度业绩报告，中国市场延续强劲增长势头，营收8.234亿美 元，同比11%双位数增长且五连升；同店销售7%增长实现三连增。 星巴克方面表示，同店交易量的增长获益于门店组合中占比最高的商务区门店、营业时段中的早餐时 段、和城市分布中低线城市的强劲表现；客单价的增长主要得益于商品及食品品类的突出表现。 产品方面，冬季标志性饮品太妃榛果系列，首次推出无糖与甜度可选的客制化选项，170万顾客尝鲜了 无糖配方的太妃榛果系列，创下了新品试饮记录。无糖版、少甜及少少甜版，贡献了这款人气饮品50% 的售出杯数。此外，同期上市的芝士醇拿铁饮品系列及香草摩卡千层蛋糕也收获超预期的市场反馈。 新浪声明：新浪网登载此文出于传递更多信息之目的，并不意味着赞同其观点或证实其描述。文章内容 仅供参考，不构成投资建议。投资者据此操作，风险自担。 在门店拓展方面，星巴克第一季度新进入13个县级城市，截至季度末，星巴克在全国1103个县级市开出 了8011家门店，同比增长4%。新开门店销售表现持续高于均值，超半数新开门店位于低线 ...

经营着超8000家门店的星巴克中国增长在加速。 今天晚间，星巴克公司公布了2026财年第一季度（截至2025年12月28日的13周）业绩。小食代留意到，中国市场的净收入为8.234亿美元（折合人民币约 57亿元），同比增长11%；同店销售额增长7%。 "在我们的国际业务中，同店销售额健康增长了5%，这主要得益于公司自营市场即中国、日本和英国的强劲表现。"倪睿安在会上说道。 小食代还留意到，在刚刚结束的业绩会上，星巴克董事长兼首席执行官首席执行官倪睿安（Brian Niccol）表示，中国市场表现"尤为突出"，并最新提到 了与博裕的合作。值得注意的是，这也是星巴克宣布将中国业务60%股权出售给博裕投资后，首次交出的"成绩单"。 由于发布了总体还算不错的季度业绩，叠加"久违地"给出了 2026财年的业绩指引，星巴克今天在美国开盘后股价上涨7.6%。 下面，小食代就带大家第一时间来关注下。 同店增长加速 先来看下中国业绩。 小食代翻阅的财报显示，截至2025年12月28日的2026财年第一季度，星巴克中国的净收入为8.234亿美元（折合人民币约57亿元），同比增长11%；同店 销售额增长7%，主要得益于同店交易量增 ...

Group 1 - 31 provinces in China have announced their economic growth rates for 2025, with nearly half exceeding last year's targets. Tibet leads with a growth rate of 7%, followed by Gansu at 5.8% and Hebei and Henan at 5.6% [4] - Shenzhen Metro Group has provided an additional loan of 2.36 billion yuan to Vanke for debt repayment, with a three-year term and an interest rate of 2.34% [4] - Hang Seng Bank has officially delisted from the Hong Kong Stock Exchange, following a privatization plan by HSBC that was approved by the Hong Kong High Court [5] Group 2 - ByteDance has implemented new social media guidelines prohibiting employees from using company resources for personal profit, which is expected to significantly reduce the number of commercial accounts operated by employees [6] - Amazon announced a restructuring that will affect nearly 16,000 jobs, while continuing to recruit talent in key strategic areas [7] - Tesla plans to cease production of the Model S and Model X vehicles to focus on its "Optimus" robot production line, marking a shift towards a future based on autonomous driving [9] Group 3 - Meta reported fourth-quarter revenue of $59.89 billion, a 24% year-over-year increase, with advertising revenue also up by 24% [17] - Microsoft announced second-quarter revenue of $81.27 billion, with significant contributions from its cloud and productivity segments [17] - Tesla's fourth-quarter revenue was $24.90 billion, a 3% year-over-year decline, with net profit down 61% to $840 million [17]

Wednesday morning, Starbucks (NASDAQ: SBUX) posted a quarterly earnings report that beat analyst revenue expectations. That wasn't enough to lift its shares into positive territory, though they only dipped by 0.6% in price on the day. Lukewarm performance? Before market open, Starbucks served up its first quarter of fiscal 2026 results. For the period, its net revenue rose 6% year over year to $9.9 billion. That was on the back of 4% growth in global comparable store sales. Where to invest $1,000 right n ...

Core Insights - The article discusses the initial impact of Starbucks Corporation's 'Back to Starbucks' turnaround strategy under CEO Brian Niccol, initiated in January 2025 [1] Group 1: Company Overview - Starbucks Corporation is undergoing a turnaround strategy aimed at revitalizing its brand and operations [1] Group 2: Leadership - The strategy is led by CEO Brian Niccol, who is focused on enhancing the company's market position [1] Group 3: Analyst Background - The author has extensive experience in equity markets and holds a CFA Charter and a PhD in Finance, indicating a strong analytical background [1]

Starbucks CEO Brian Niccol must now use the coffee giant's private aircraft for all travel to enhance his security, a company spokesperson confirmed to FOX Business.  The Seattle-based company said an independent security review identified "credible" risks to Niccol that warrant enhanced protection, pointing to his high-profile position, increased media exposure and the broader threat environment, according to a Monday regulatory filing."Given Mr. Niccol’s CEO role, the enhanced media attention to which Mr. ...

Core Insights - Starbucks Corporation is a leading global coffeehouse chain known for premium coffee and customer experience, competing with major brands like Dunkin' and McDonald's [1] - Wells Fargo analyst Zachary Fadem has set a new price target of $110 for Starbucks, indicating a potential 12.27% increase from the current price of $97.98 [1][5] Financial Performance - In the first quarter of fiscal 2026, Starbucks reported a 5.5% year-over-year revenue increase, reaching $9.91 billion, despite missing earnings estimates with an EPS of 56 cents [2][5] - The revenue growth was supported by a 4% rise in global comparable sales, attributed to increased transactions and modest ticket gains [2] Challenges and Strategies - Starbucks is facing margin contraction due to rising labor and coffee costs, yet management remains optimistic about the company's future [3][5] - The "Back to Starbucks" strategy is showing early success, helping to boost sales as more customers return and visit more frequently, which is expected to lead to sustainable growth [3][5] Stock Performance - Currently, Starbucks' stock is trading at approximately $97.92, reflecting a 2.29% increase, with fluctuations between a low of $97.27 and a high of $104.80 on the same day [4] - Over the past year, the stock has reached a high of $117.46 and a low of $75.50, with a market capitalization of about $111.34 billion [4]

Core Insights - Digital platforms are crucial for Starbucks' turnaround strategy, as stated by Chairman and CEO Brian Niccol during the quarterly earnings call [1] - The "Back to Starbucks" strategy is ahead of schedule, with global comparable store sales increasing by 4% in the quarter ended December 28, 2025 [2] - U.S. comparable transactions rose by 3%, marking the first growth in this metric in eight quarters, indicating a return of customers and increased engagement [3] Financial Performance - Global comparable store sales increased by 4%, with North America and U.S. comparable sales also up by 4%, while international sales rose by 5% [2] - The increase in U.S. comparable transactions by 3% reflects a significant turnaround in customer engagement [3] Strategic Initiatives - Niccol emphasized the importance of turning around the top line first, which will lead to earnings growth [4] - The company is focusing on technology solutions to gain efficiencies in coffeehouses and support centers globally [4] - Starbucks has appointed Anand Varadarajan as the new chief technology officer, expected to enhance technology platforms significantly [5] Technological Advancements - Starbucks launched a generative AI-powered virtual assistant called Green Dot Assist in November 2025, which aids in operational tasks [6] - The AI tool is designed to reduce friction for partners and enhance customer connection, supporting the company's innovation pipeline [7]

Company Performance - The turnaround plans for the company are showing positive results, with systemwide same-store sales rising by 4% and U.S. same-store sales increasing by 4%, while China saw a 7% increase [1] - Improved operations, including the rollout of new operating standards, have boosted service speed and customer satisfaction, leading to increased customer return rates [1] Cost Management - The company has identified $2 billion in annual costs to target over the next 1 to 2 years, as margins have been impacted despite increased same-store sales and traffic [4] - The strategy of reallocating labor into stores has been effective in driving customer traffic but has also led to margin compression [5] Competitive Landscape - The competitive environment is described as being tougher than ever, with younger chains like Dutch Bros and Seven Brew gaining popularity among Gen Z [6] - High-end coffee shops are also increasing competition by offering quality coffee and elevated food experiences, prompting the company to make strategic changes [7] Innovation and Marketing - The company is focusing on food innovation, including new protein and cold foam offerings, which have positively impacted same-store sales [2] - There is an emphasis on improving food quality and introducing innovative drink offerings to enhance the customer experience throughout the day [8]