尼科尔于2024年9月出任星巴克董事长兼CEO，上任后推出多项改革举措推动业绩改善，但股价下跌仍 对其薪酬产生直接影响。 观点网讯：1月27日，据媒体报道，星巴克首席执行官布莱恩·尼科尔2025财年总薪酬为3100万美元，较 2024财年的9600万美元大幅减少67.7%。 根据公开资料整理，尼科尔2025财年的薪金包括500万美元奖金及近2000万美元股票奖励，无一次性特 殊激励。薪酬缩水主要源于入职一次性激励终止，同时星巴克股价2025财年下跌7.7%，导致其错失绩 效奖金。 免责声明：本文内容与数据由观点根据公开信息整理，不构成投资建议，使用前请核实。 ...

Starbucks Corporation (NASDAQ:SBUX) will release earnings for the first quarter before the opening bell on Wednesday, Jan. 28.Analysts expect the company to report fourth-quarter earnings of 59 cents per share. That’s down from 69 cents per share in the year-ago period. Analysts consensus estimate for quarterly revenue is $9.65 billion (Starbucks reported $9.4 billion last year), according to Benzinga Pro. Mizuho analyst Nick Setyan maintains a Neutral rating and raised his Starbucks price target to $95 fro ...

Starbucks Corporation (NASDAQ:SBUX) will release earnings for the first quarter before the opening bell on Wednesday, Jan. 28.Analysts expect the company to report fourth-quarter earnings of 59 cents per share. That’s down from 69 cents per share in the year-ago period. Analysts consensus estimate for quarterly revenue is $9.65 billion (Starbucks reported $9.4 billion last year), according to Benzinga Pro. Mizuho analyst Nick Setyan maintains a Neutral rating and raised his Starbucks price target to $95 fro ...

Group 1 - The core point of the article is that Starbucks CEO Brian Niccol's total compensation for the fiscal year 2025 is $31 million, a significant decrease of 67.7% compared to $96 million in fiscal year 2024 [1] - Niccol's compensation package for 2025 includes a $5 million bonus and nearly $20 million in stock awards [1] - The decline in Niccol's performance bonus is attributed to a 7.7% drop in Starbucks' stock price over the past year, which resulted in him missing out on performance-based bonuses [1]

Core Insights - The fourth quarter earnings season is gaining momentum, with major tech companies like Microsoft, Meta, Tesla, and Apple leading the earnings calendar [1] - A positive consensus is emerging, with 13% of S&P 500 companies having reported fourth quarter results, and analysts projecting an 8.2% increase in earnings per share, marking the potential for the 10th consecutive quarter of annual earnings growth for the index [2] - Analysts had initially expected an 8.3% increase in earnings per share, a decrease from the previous quarter's 13.6% growth rate, but have recently raised expectations, particularly for tech companies [3] Industry Trends - The earnings season will not only focus on Big Tech but will also assess the broader stock market breadth that has improved at the start of 2026, with ongoing themes such as artificial intelligence and economic policies from the Trump administration continuing to influence market dynamics [4] - In addition to the major tech earnings, updates will be provided from a diverse range of companies across various sectors, including UnitedHealth, Boeing, General Motors, IBM, Starbucks, and others, indicating a comprehensive earnings landscape [5]

Core Viewpoint - Starbucks Corp. is preparing to report its first-quarter fiscal 2026 earnings on January 28, with CEO Brian Niccol's "Back to Starbucks" strategy facing scrutiny due to rising operational costs that may lead to a stock correction [1] Earnings Expectations - Wall Street anticipates Starbucks to report earnings per share (EPS) of $0.58, a decrease from $0.69 in the same quarter last year, despite a projected revenue increase to $9.64 billion [2] - Jefferies analyst Andy Barish has reiterated an "Underperform" rating with a price target of $75, describing the stock's recent performance as an "unsupported rally" [2] Operational Challenges - The "Green Apron Service" standard, implemented in August 2025, aims to enhance customer service through increased staffing and better order sequencing, but its impact will be felt in the first quarter [3] - Jefferies highlights that the costs associated with labor reinvestment and the rollout of Assistant Store Managers will challenge margins in the first half of the year [4] Revenue Strategy - CFO Cathy Smith has indicated that the company plans to prioritize revenue growth over immediate earnings, acknowledging that investments will pressure near-term profits [5] - The company is counting on strong holiday sales, particularly from returning seasonal items like the Eggnog Latte, to meet revenue targets [5] Analyst Sentiment - Bank of America maintains a "Buy" rating with a raised price target of $114, citing long-term growth potential in China despite current economic challenges [6][8] - Mizuho advises a neutral stance, suggesting investors wait for clearer long-term financial targets expected at the upcoming Investor Day [10] Stock Performance - Starbucks shares have increased by 12.57% over the last month and 14.72% year-to-date in 2026, although they are down 3.69% over the past year [11]

文 |《BUG》栏目 刘丽丽 星巴克 CEO 被曝薪酬缩水 6500 万美元（折合人民币约 4.5 亿元）。星巴克近日提交的 备案文件显示，公司 CEO 布莱恩·尼科尔 2025 财年总薪酬为 3100 万美元，而 2024 财 年其总薪酬为 9600 万美元。其薪酬大幅缩水和公司股价下跌导致绩效奖金落空有关。 资本市场对星巴克的态度在变。而随着连锁咖啡市场进入"战国时代"，星巴克在中国市场 的份额已从 42% 跌至 14% 。中国消费者在离开星巴克。据多位消费者反映，遭遇店员推 销，大大影响消费感受，甚至目睹疑似赶人的推销。《 BUG 》栏目就此询问北京某星巴克 门店，店员坦言，这种推销的任务一直都有。 而星巴克一直标榜的区别于其他本土咖啡品牌的"第三空间"属性，也在变味，被批评"店里 环境跟菜市场一样"，"椅子坐 10 分钟就开始腰酸背痛"。而星巴克招聘兼职员工的数量在 提升，有门店店员表示，全职员工已多年不招聘。 60% 的股权出售后，星巴克在中国市场会有新的转机吗？分析人士认为，高层减薪、基层 减员，只是最基本的降本增效。"星巴克无论是在中国或全球，成也定位、败也定位，要大 改。" 星巴克员工在推销 ...

文|《BUG》栏目 刘丽丽 星巴克CEO被曝薪酬缩水6500万美元（折合人民币约4.5亿元）。星巴克近日提交的备案文件显示，公 司CEO布莱恩·尼科尔2025财年总薪酬为3100万美元，而2024财年其总薪酬为9600万美元。其薪酬大幅 缩水和公司股价下跌导致绩效奖金落空有关。 资本市场对星巴克的态度在变。而随着连锁咖啡市场进入"战国时代"，星巴克在中国市场的份额已从 42%跌至14%。中国消费者在离开星巴克。据多位消费者反映，遭遇店员推销，大大影响消费感受，甚 至目睹疑似赶人的推销。《BUG》栏目就此询问北京某星巴克门店，店员坦言，这种推销的任务一直 都有。 而星巴克一直标榜的区别于其他本土咖啡品牌的"第三空间"属性，也在变味，被批评"店里环境跟菜市 场一样"，"椅子坐10分钟就开始腰酸背痛"。而星巴克招聘兼职员工的数量在提升，有门店店员表示， 全职员工已多年不招聘。 60%的股权出售后，星巴克在中国市场会有新的转机吗？分析人士认为，高层减薪、基层减员，只是最 基本的降本增效。"星巴克无论是在中国或全球，成也定位、败也定位，要大改。" （星巴克员工在推销 来源：小红书） 店员推销是常态？ 原来不做推销的星巴 ...

瑞穗将星巴克的目标价从86美元上调至95美元，维持"中性"评级。(格隆汇) ...

Core Points - Starbucks CEO Brian Niccol's total compensation for fiscal year 2025 is $31 million, a decrease from the previous year [1] - Niccol's 2025 compensation includes a $5 million bonus and nearly $20 million in stock awards, while his fiscal year 2024 compensation was $96 million, with over $90 million in stock awards [1] - Starbucks' stock price fell by 7.7% in 2025, marking the fourth consecutive year of decline, which resulted in the loss of performance bonuses for Niccol [1] - The company plans to announce its fourth-quarter results on January 28 and hold an investor meeting on January 29, where analysts expect the company to provide financial targets for the first time since Niccol took over as CEO [1]