Heather Ostis joins homebuilder's board with extensive Fortune 500 experience in supply chain managementSCOTTSDALE, Ariz., Feb. 4, 2025 /PRNewswire/ -- Taylor Morrison (NYSE: TMHC), a national homebuilder and land developer, has appointed Starbucks Executive Heather Ostis to its Board of Directors effective March 1, 2025.Ms. Ostis' demonstrated leadership in global procurement and supply chain are integral functions for new construction and homebuilding. She currently serves as chief procurement officer, gl ...

Chipotle (CMG 0.02%) lost its CEO to Starbucks (SBUX 0.45%), but investors are still curious about this overperforming business.*Stock prices used were the afternoon prices of Jan. 30, 2025. The video was published on Feb. 1, 2025. ...

Starbucks (SBUX 0.45%) shares got a boost following its fiscal Q1 earnings as CEO Brian Niccol continues to implement his turnaround plan. While its results topped analyst expectations, the coffee house operator is still seeing same-store sales and traffic declines.Let's take a closer look at Starbuck's most-recent results and turnaround progress to see whether or not it's too late to buy the stock.Same-store sales continue to declineFor the fourth-straight quarter, Starbucks' same-store sales declined. Thi ...

Core Viewpoint - Starbucks shares surged 8.1% following its first-quarter fiscal 2025 results, raising questions about the sustainability of this growth and the company's future direction [1] Company Performance - Starbucks has experienced significant volatility over the past five years, with the COVID-19 pandemic severely impacting results, followed by inflation and economic challenges in China [2] - The appointment of Brian Niccol as CEO in August marked a turning point, with shares rising 21% on the announcement and a total increase of 39% since then [3] Strategic Initiatives - Under Niccol's leadership, Starbucks is refocusing on core elements that contributed to its past success while addressing issues affecting employee and customer experiences [4] - Recent changes include better management of peak hours, pausing price increases, eliminating non-dairy milk upcharges, and simplifying the menu by reducing selections by 30% [5][6] Employee and Customer Experience - Niccol's strategy emphasizes improving employee satisfaction, which has been a concern due to dissatisfaction and union-led strikes, aiming to enhance customer experience through reduced wait times [6][7] Financial Outlook - The first quarter showed a 4% decline in comparable sales, with consolidated net revenue remaining flat year-over-year, indicating that the full impact of strategic changes may take time to materialize [9] - Starbucks is currently valued at a P/E ratio of 35.3 and a forward P/E of 32.8, suggesting that the stock is no longer considered cheap [10] Market Challenges - Uncertainties remain regarding the company's performance in China, which was once seen as a key growth market, with significant revenue disparities between the U.S. and China [11] Investment Considerations - The case for investing in Starbucks hinges on the success of its turnaround strategy, with the stock being viewed as a bet on management's efforts rather than a recovery to previous performance levels [12] - Starbucks offers a growing dividend, with a compound annual growth rate of around 20% over the past 14 years, providing an incentive for investors during uncertain times [13]

Starbucks (SBUX -1.21%) hasn't been energizing investors' portfolios in recent years. After hitting a peak in July 2021, shares dipped 43% in the 11 months that followed. It has been a volatile journey since then as the chain has gone through a period of softer demand, leadership changes, and a strategic overhaul.Even after a surge that started last summer, the restaurant stock is still trading 15% off its all-time high. That might make the shares enticing to investors who are looking to put some money to w ...

The discussion of value versus growth stocks gets a lot of attention. Regardless of what side you fall on, it's hard to deny the fact that many investors out there simply just want steady income from the companies they own. These dividends can be a reliable source of returns from profitable and durable businesses.As of this writing, there's one well-known dividend stock that trades 15% off its all-time high from July 2021. Does this make now the right time to buy it?Dividend track recordIn the past decade, ...

Is coffee leader Starbucks (SBUX -1.21%) in the midst of a recovery? The market thinks so. Starbucks stock jumped after earnings last week, and it was up 16% over the past year, despite falling sales and sagging earnings.There's been some progress, and investors are picking up on that. They also have confidence in new CEO Brian Niccol, who's been at the helm about five months.Is now the right time to buy? There are a lot of factors to consider. Let's go through them.Making coffee greatStarbucks has been thr ...

Starbucks' (SBUX -1.21%) new CEO Brian Niccol has been rapidly implementing changes within the iconic coffee brand, aiming to get "Back to Starbucks." In short, Niccol believes the key to returning to growth is getting back to what set Starbucks apart in the first place.Just to name a few examples: Niccol brought back the condiment bars that went away at the start of the COVID-19 pandemic, as well as the writing on cups that created a more personal feel to customers' favorite beverages. Starbucks has also s ...

Core Insights - The article initiates coverage on Starbucks Corporation (NASDAQ: SBUX) and analyzes the company's first quarter report, focusing on the "Back to Starbucks" strategy implemented by the new CEO, Brian Niccol [1] Group 1: Company Performance - The first quarter report of Starbucks indicates significant changes in operational strategy under the new leadership [1] - The "Back to Starbucks" strategy aims to enhance customer experience and drive sales growth [1] Group 2: Leadership Impact - Brian Niccol's leadership is highlighted as a pivotal factor in the company's strategic direction and performance [1] - The article emphasizes the importance of the new CEO's vision in revitalizing the brand and improving financial outcomes [1]

Core Viewpoint - Starbucks shares have seen an increase as analysts cautiously respond to new CEO Brian Niccol's "Back to Starbucks" turnaround plan, despite mixed opinions on the company's performance [2][3]. Group 1: Analyst Perspectives - JPMorgan analysts noted a narrower-than-expected 4% decline in global same-store sales for the fiscal first quarter, maintaining an "overweight" rating with a price target of $105, suggesting improving business momentum [3]. - Jefferies analysts expressed a bearish outlook, stating there are no early signs of meaningful improvement in same-store sales or traffic trends, maintaining an "underperform" rating with a price target of $76 [4]. - Oppenheimer analysts adopted a neutral stance, reiterating a "perform" rating, acknowledging a favorable setup under Niccol but struggling to identify a clear path for improvement in same-store sales, margins, and earnings per share [5]. Group 2: Company Performance and Expectations - The fiscal first-quarter results showed a less severe decline in same-store sales than analysts anticipated, indicating potential early success for Niccol's turnaround strategy [6]. - CFO Rachel Ruggeri indicated that year-over-year earnings pressure could intensify in the current quarter but is expected to improve in the second half of fiscal 2025 [6].