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Starbucks upgrades POS and espresso machines to power labor efficiency
Yahoo Finance· 2026-01-30 19:05
You can find original article here Nrn. Subscribe to our free daily Nrn newsletters. Starbucks has invested $500 million in additional coffeehouse labor, CFO Cathy Smith said during the company’s 2026 Investor Day in New York City this week. As Starbucks and its union continue to clash — the two groups have yet to agree on a union contract after two months of organized strikes — the company is doubling down on labor investment and operational improvements. At Investor Day, Starbucks unveiled several bac ...
Starbucks CFO on financial outlook for 2026 and beyond
Youtube· 2026-01-30 16:35
Starbucks is hosting its investor day right here in New York City and I'm joined right now on CNBC by Starbucks CFO Kathy Smith. Kathy, great to see you. Thanks for joining us.>> Thank you for having me. Thanks for being here today. >> Of course.Uh so the company announced today its long- aaited long-term financial guidance looking out toward 2028. Tell us why you felt now was the time in the turnaround plan to release those numbers. >> We set the back to Starbucks plan, oh gosh, a year ago.Uh, and it's cle ...
Starbucks CEO talks company turnaround, Dan Ives weighs in on Apple Q1 earnings
Youtube· 2026-01-30 16:32
分组1 - Starbucks is focusing on operational excellence and customer service through its Green Apron service program, which aims to enhance the customer experience and improve transaction growth [2][34][37] - The company reported positive same-store sales in the US and strong growth in China, indicating a successful turnaround strategy [33][34] - Starbucks plans to introduce new drinks, food items, and an upgraded rewards program, along with remodeling stores to enhance customer experience [34][41][46] 分组2 - In the tech sector, companies that fail to deliver on AI promises during earnings reports, such as Microsoft and ServiceNow, are facing significant market penalties, with Microsoft losing $357 billion in market cap [5][6] - Conversely, companies like Apple that demonstrate strong performance and potential in AI, particularly with a $16 billion year-over-year increase in iPhone sales, are being rewarded by the market [7][10] - The S&P 500 software and services index has reached a nine-month low, highlighting a bifurcation in tech stocks where only those with strong AI strategies are thriving [6][22] 分组3 - The recent appointment of Kevin Walsh as the next Fed chairman could influence market dynamics, particularly regarding interest rates and asset allocation strategies [3][31] - The market is currently experiencing volatility in precious metals, with gold prices dropping significantly, indicating potential shifts in investor sentiment [24][25][28] - Analysts are observing a super cycle in memory stocks, driven by demand for AI-related technologies, which could present investment opportunities [18][19]
Starbucks CEO on Growth Plans, Pricing and China Market
Youtube· 2026-01-30 16:27
I'm here right now with Brian Nichols, fresh off his Investor Day here in New York City and fresh off an earnings report that actually seemed to please a lot of investors for five quarters right now into your tenure as CEO of Starbucks. And you put together a couple of quarters of growth, something that the company hadn't seen in quite some time. Yeah, it was it was a great quarter for us.You know, the thing that was really exciting to see the growth was driven by transactions and also the fact that the ini ...
Starbucks CEO Brian Niccol talks Starbucks turnaround after its Investor Day
Yahoo Finance· 2026-01-30 16:21
A percolating rebound at long last for Starbucks, with a side of a fresh concern. Starbucks investors have been waiting for clear signs of a turnaround under CEO Brian Niccol. The former Chipotle (CMG) CEO and top Yum! Brands (YUM) marketing mind brewed up several of those signs this week. On Wednesday, the company reported same-store sales growth in the US in the most recent quarter on the back of the new protein coffee, better food offerings, and quicker lines. Strong growth in China emerged, finally. ...
Starbucks Is Boring
247Wallst· 2026-01-30 14:15
Some investors said that Starbucks Corp. (NASDAQ: SBUX) earnings were a sign of a turnaround. ...
Starbucks Investor Day: “Back to Starbucks” plan, Rewards revamp, and FY2028 margin targets unveiled
Yahoo Finance· 2026-01-30 14:06
He also described efforts to “reclaim the Third Place” with changes such as returning condiment bars, adding new ceramic mugs and new seating elements, expanding the “Uplift” remodel program, and introducing a new code of conduct designed to prioritize customer and partner experience. Niccol said Starbucks has also closed certain locations that could not meet financial expectations or deliver the desired environment.Niccol framed the “Back to Starbucks” plan as a reset of operational fundamentals, citing cu ...
3 takeaways from Starbucks’ Investor Day
Yahoo Finance· 2026-01-30 11:24
This story was originally published on Restaurant Dive. To receive daily news and insights, subscribe to our free daily Restaurant Dive newsletter. Starbucks’ 2026 Investor Day was a victory lap for CEO Brian Niccol, who opened the event by saying the company’s same-store sales growth in the last quarter “demonstrates the momentum that we have in this business and how things are really taking hold.” But Niccol, who has reshaped the chain’s in-store experience, marketing focus and operations since taking t ...
星巴克中国的新门店,过半开在低线城市
3 6 Ke· 2026-01-30 11:06
凯瑟琳·史密斯介绍,在本财年第一季度,已将星巴克中国零售业务的资产和负债归类为待售资产。凯瑟琳·史密斯表示:"为此,我们暂停了不动产、厂房 及设备折旧和使用权资产摊销,从而降低了管理费用和门店运营成本。这意味着自(2025年)12月起,我们每月的支出将比公告前的原计划减少约3900万 美元。预计这种趋势将持续至交易完成。" 交易完成后,星巴克在中国的8011家直营门店,也将全部转换为该公司国际业务板块内的特许经营店。《每日经济新闻》记者了解到,位于昆山的星巴克 中国咖啡创新产业园、云南咖啡种植者支持中心不属于上述协议中所称的"零售业务",因此不在本次出售范围内。这意味着过去全额计入星巴克营收的中 国门店销售收入,预计未来将转变为两部分:一是按40%持股比例分享合资公司利润的权益收益,二是向合资公司出售咖啡豆、收取品牌授权费的"供应 链与特许收入"。通过这种方式,星巴克将其中国区业务变得相对偏向轻资产,博裕投资作为本土资本,接手更擅长的本地营销等运营事务,合资后双方 各自优势将进一步放大。 官宣与博裕投资成立合资公司、共同运营中国零售业务两个多月后,星巴克于1月28日晚发布了引入新合作方后的首份季度"成绩单"。 ...
Inside Starbucks CEO Brian Niccol’s nascent turnaround plan—and why it’s working
Yahoo Finance· 2026-01-30 10:08
In today’s CEO Daily: Fortune‘s Phil Wahba reports on the early wins in Starbucks CEO Brian Niccol’s tunaround plan. The big story: Apple’s blockbuster earnings fail to impress investors. The markets: U.S. markets are set to drop at the open, and Bitcoin has hit a two-month low. Plus: All the news and watercooler chat from Fortune. Good morning. Starbucks is heating up. Earlier this week, the coffee store company reported its first U.S. quarterly comparable sales increase in two years, helped by CEO ...