Wall Street expects a year-over-year decline in earnings on lower revenues when Starbucks (SBUX) reports results for the quarter ended December 2024. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.The earnings report, which is expected to be released on January 28, 2025, might help the stock move higher if these key numbers are better than expe ...

作者 I 王露 杨文静 报道 I 投资界PEdaily 这是王静瑛加入星巴克的第25年。 2000年，她加入星巴克，花了十一年时间成为星巴克中国区总裁，后面十多年里则带领星巴克中国从不足 500 家门店拓展至6 000多 家。 如今，这位铁娘子交棒退任。根据界面报道，星巴克中国董事长兼CEO王静瑛将在1月24日正式退休。这一消息也得到了彭博等多家媒 体确认，但目前仅为内部通知。 中国咖啡江湖变了。 而三个月前，星巴克中国联席首席执行官刘文娟（Moll y Li u）改任星巴克中国首席执行官。至此，一场长达一年的权力交接落下帷 幕。 星巴克中国女掌门 她宣布退休 王静瑛，出生于2 0世纪70年代的中国香港。1992年，她从加拿大英属哥伦比亚大学毕业，回到了香港开始职业生涯。 （王静瑛，星巴克官网） 直至20 00年，王静瑛加入星巴克，担任中国及亚太地区市场总监。此后陆续担任星巴克新加坡、香港等地负责人。 2011年，王静瑛被任命为星巴克中国负责人，担任总裁一职。这并不是个轻松的差事。要知道早在19 99年，星巴克就进入中国却始终 水土不服，随后十几年里只开了400多家店，险些打道回府。 接手前，王静瑛对星巴克创 ...

支付宝接受事故损失，不会向用户追索。 针对此前用户使用支付宝付款，弹出政府补贴减免 20% 的运营事故，支付宝于 1 月 17 日凌晨发布 公告，承认出现事故，系营销活动配置错误导致。对于该错误造成的损失，由平台承担，不会向用 户追回款项。 1 月 16 日，多位用户在小红书、微博等社交媒体平台发布消息称，今日午间，他们在线上电商购 物、线下缴费、用户间互相转账、归还信用卡账单等场景下，使用支付宝付款，均出现政府补贴减 免 20% 的活动。 另有网络论坛 V2EX 的用户发帖称，疑似支付宝在 14:00 - 14:45 期间测试国补时出现线上 bug ，导 致所有线上支付可以直接使用国补减免。 星巴克中国董事长王静瑛将退休。 "我觉得她可能是星巴克最有价值的员工。" 创始人舒尔茨这样评价王静瑛，后者从 2011 年起任星 巴克中国业务负责人，她争取到控制中国门店菜单的权力，并看着国内门店从不到 500 家涨到超过 7500 家。现在中国是星巴克开店数量第二多的国家，仅次于美国。 拜登政府决定不在 1 月 19 日关停 TikTok。 "不卖就禁" 法案中，"就禁" 的部分将在本周日（1 月 19 日）生效，但 ...

Starbucks said Friday it plans an unspecified number of layoffs as it restructures its corporate staff.In a letter to employees, Starbucks Chairman and CEO Brian Niccol said the Seattle coffee giant needs to ensure all work has a clear and accountable owner who can make decisions. The company also needs to reduce complexity and silos.“Our size and structure can slow us down, with too many layers, managers of small teams and roles focused primarily on coordinating work,” Niccol wrote.Brian Niccol, the former ...

Starbucks (SBUX) ended the recent trading session at $93.08, demonstrating a +0.01% swing from the preceding day's closing price. The stock's change was less than the S&P 500's daily gain of 1.83%. On the other hand, the Dow registered a gain of 1.65%, and the technology-centric Nasdaq increased by 2.45%.The coffee chain's stock has climbed by 1.06% in the past month, exceeding the Retail-Wholesale sector's loss of 4.54% and the S&P 500's loss of 3.31%.Investors will be eagerly watching for the performance ...

Industry Overview - Analysts expect slow but healthy job growth to support restaurant demand in 2025, with industry pricing moderating and promotional activity increasing as input prices fall [1] - Industry growth in 2024 aligned with historical averages, with Blackbox industry SSSG at -0.2% compared to the 2013-2019 average of -0.1%, and PCE growth at +4.9% versus the pre-COVID average of +5.1% [2] - Growth patterns were atypical in 2024, with fine dining and traditional Quickservice underperforming, while midscale and casual dining performed better [2] Company-Specific Insights - Starbucks Corporation (SBUX) maintains a Buy rating with a price forecast of $117, reflecting confidence in the brand's strength and resource reallocation potential [3] - Restaurant Brands International Inc. (QSR) receives an Underperform rating, with expectations that reinvestment needs will constrain topline and EPS growth, alongside lowered revenue forecasts due to increased competitive pressures [4] - Krispy Kreme, Inc. (DNUT) sees a price forecast reduction from $17 to $14, reflecting lower topline growth and higher operating expenses in the first half of 2025 [4][5] - Sysco Corporation (SYY) maintains a price forecast of $87, with higher EBITDA estimates due to lower operating expense assumptions [5]

Group 1 - Starbucks is expanding its free refills policy to all customers at participating stores, effective January 27, allowing non-rewards members to receive refills at no extra cost with certain conditions [1][2] - The free refill offer includes hot and iced brewed coffee and tea, but excludes flavored iced tea, cold brew, nitro cold brew, iced tea lemonade, and Refreshers [2] - From February 12, rewards members will also need to use a reusable cup or ceramic mug to be eligible for refills, aligning with the new policy [3] Group 2 - Starbucks is reversing its open-door policy, which previously allowed non-paying guests to use store facilities, now limiting access to paying customers and staff [5][8] - The implementation of a Coffeehouse Code of Conduct is aimed at prioritizing paying customers and enhancing the café experience [6] - The changes are part of new CEO Brian Niccol's vision to make Starbucks cafés more inviting for customers [7]

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Core Points - Starbucks has reversed its North American policy, requiring patrons to make a purchase to use the facilities [1][2] - The new coffeehouse code of conduct aims to prioritize store spaces for paying customers and outlines prohibited behaviors [2][4] - This policy change marks a departure from the open-door policy established after a controversial incident in 2018 [5][6] Policy Changes - Patrons in the US and Canada must now buy something or leave the store [1] - The new code of conduct includes rules against vaping, smoking, discrimination, harassment, begging, and consuming outside alcohol [4] - Non-compliance with the rules may result in being asked to leave or police involvement [2][4] Background Context - The reversal of the policy comes amid challenges for Starbucks, including slowed sales and a recent change in leadership [6] - The previous open-door policy was implemented in response to a high-profile incident involving the arrest of two black men in a Philadelphia store [5][6]

Policy Change - Starbucks is reversing its open-door policy, which previously allowed non-paying guests to use restrooms or linger in stores [1][2] - The new policy reserves cafes, patios, and restrooms exclusively for paying customers and staff [2] - A customer is defined as anyone making a purchase or accompanying someone making a purchase [4] Implementation Details - The policy change will take effect on January 27 in all North American stores [4] - Signs displaying the new code of conduct will be posted in every store [4] - Staff will be trained to enforce the policy and may request violators to leave, with potential support from local law enforcement if necessary [4] Rationale and Context - The change aims to prioritize paying customers who wish to enjoy the cafes or use restrooms during their visit [3] - This reversal follows a 2018 open-door policy implemented after a controversial incident in Philadelphia where two Black men were arrested for sitting in a store without making a purchase [6] - The company's CEO, Brian Niccol, previously expressed a vision for Starbucks to serve as a "third space" for people to hang out [6] Customer Experience - Starbucks aims to create inviting spaces with comfortable seating and thoughtful design, distinguishing between "to-go" and "for-here" service [5]