昨天写了咖啡反击战，星巴克终于找到解法了 今天必须再写一篇啊。 因为故事有了后续。 星巴克的 初心计划做对了，奏效了。 今早（4.30日），星巴克公布了2025财年第二季度财务业绩，它已经实现重振增长，营业收入达7.397亿 美元，同比增长5%。并且星巴克全球CEO倪睿安（Brian Niccol）也表示， 中国近期产品线的调整已初 见成效，业务呈现出积极增长的态势。 看到这则消息，我挺开心的。 一是，我喜欢星巴克这个品牌，喜欢在它店里享用咖啡； 二是，我很看好它的品牌"初心计划"，做好每杯咖啡，照顾好每一位顾客。一个真正关心顾客，懂得跟 顾客沟通的品牌，一定能够赢得人心，走向成功。 当然这也说明，星巴克管理层在艰难竞争环境中，依然能够清醒的作出正确的决策，没有病急乱投医， 体现出成熟企业的风范。 再想想，企业跟人一样，有时候得意忘形，有时候妄自菲薄，都会踩坑，遇到危机。关键还是能认清自 己。有句话说得好，只有找到自己，世界才会找到你。 回到星巴克的咖啡反击战，作为一家优秀的企业，从它和瑞幸的故事身上可以学到很多。这次重回增 长，我觉得它最应该感谢瑞幸。 接下来，我想继续聊聊对它的3点商业思考。 1、瑞幸真的 ...

董事会主席兼首席执行官倪睿安（Brian Niccol）表示，"回归星巴克"战略是推动业务复苏和释放未来机会 的正确道路。电话会上，他对中国团队的表现非常满意，透露星巴克中国首席执行官刘文娟和团队在进需 要在中国市场完成的关键事项方面非常出色，这大大提升了星巴克中国的竞争力，他表示："中国市场拥 有巨大的增长潜力，我们将继续长期致力于中国市场的深耕和发展。"另外，对于产品价格，倪睿安表态 称在这个财年剩下的时间星巴克会保持价格稳定，不会进行调整。 不过，资本市场对星巴克的总体表现依然处于谨慎观望的态度。由于星巴克的每股收益和总收入都低于了 财报发布前的市场预期，财报发布后，星巴克的股价于盘后交易中下跌6.32%，显示出投资者对星巴克未 来达成盈利目标并且保持增长有一定的担忧。 采写：南都记者 徐冰倩 星巴克中国的业绩虽未彻底回暖，但在逐渐回稳。4月30日，星巴克发布2025财年第二季度业绩。全球净 收入达到88亿美元，同比增长2%，但同店销售额下滑1%，整体低于市场预期，全球业务依然承压。相比 之下，星巴克中国的业绩有企稳的迹象。二季度中国区营收达到7.4亿美元，同比增长5%，环比略微上涨 0.07%，同店交 ...

星巴克盘前下跌7%，公司第二季度全球销售额降幅超预期。 ...

智通财经4月30日电，高盛公司将星巴克评级下调至中性，目标价85美元，高盛公司分析师Christine Cho之前的评级为买进。星巴克在4月29日公布的季度盈利和营收低于预期。 ...

产品创新上，星巴克中国深挖本土消费者需求，不断突破咖啡饮品创新边界。首次推出的以中国春节为 主题的星巴克 ® 新春序曲综合咖啡豆，由中国本土团队全程主导开发，为中国首个非遗春节献礼。匠 心打造的星巴克比利时黑巧系列一经上市便人气爆棚，其中 57% 比利时黑巧拿铁成为 2024 单日销量冠 军。主打真材实料自然风味的玫瑰 20 系列、茉莉 100 系列同样备受欢迎，一经推出便迅速售罄。此 外，"真味无糖" 创新体系的成功推出，引领风味咖啡进入 "无糖" 时代。 来源：环球网 【环球网财经综合报道】近日，星巴克发布2025财年第二季度（截至2025年3月30日）财报，中国市场 表现格外亮眼，各项关键指标强势回暖，呈现出重振增长的良好态势。 财报显示，星巴克中国第二季度营业收入达7.397亿美元，同比增长5%，成功实现业绩增长。同店交易 量同比攀升4%，涵盖各类商圈、不同城市层级以及各个营业时段，同店销售额也持续大幅改善。门店 经营利润率始终保持两位数，公司利润率实现同比增长，展现出稳固的运营基础和强劲的发展韧性。 在门店拓展方面，星巴克中国持续发力。截至第二季度末，门店总数已达 7758 家，覆盖超过 1000 ...

值得一提的是，截至第二季度末，星巴克中国门店总数达到7758家，覆盖超过1000个县级市场。不 断深拓下沉市场的同时，星巴克也在第三空间中融入当地社区文化，开出包括星巴克臻选南京颐和路非 遗概念店、目前在中国海拔最高的星巴克云南玉龙雪山店、将浙江本地民间文化与第三空间深度结合的 星巴克宁波东钱湖陶麓街市店等在内的一系列特色门店。 星巴克公司董事长及首席执行官倪睿安（Brian Niccol）表示，"在中国，近期产品线的调整已初见 成效，业务呈现出积极增长的态势，推出了多项贴合市场需求的产品创新，并辅以具有强烈文化共鸣的 市场推广活动。中国市场拥有巨大的增长潜力，我们将继续长期致力于中国市场的深耕和发展。" 星巴克中国首席执行官刘文娟表示，"2025财年第二季度，我们通过聚焦核心业务，重振增长。未 来，我们将立足中国市场的长远发展，持续推动关键业务数据的健康增长。对星巴克在中国的未来发 展，我们充满信心。" 星巴克最新发布的第二季度财报显示，中国市场的各项关键财务指标表现良好，营业收入、同店交 易量、公司利润率均取得同比增长，同店销售额继续大幅改善，在重振增长的正向轨道上又迈出了坚实 的一步。 具体来看，星巴克 ...

Financial Data and Key Metrics Changes - Total company revenue for Q2 FY2025 was $8.8 billion, reflecting a 3% increase in constant currency compared to the prior year, despite a 1% decline in comparable store sales [37][30] - Earnings per share (EPS) was $0.41, down 38% from the prior year, primarily due to expense deleverage and increased store investments [45][30] - Global operating margin was 8.2%, contracting 450 basis points from the prior year, driven by labor investments to support the Back to Starbucks strategy [43][30] Business Line Data and Key Metrics Changes - North America experienced a 2% decline in comparable store sales, with transaction declines improving to negative 4% [38][30] - Canada reported positive comparable store sales and transaction growth, with food sales up 12.5% [40][30] - China's comparable store sales were flat, but positive transactions and expanding margins were noted [41][30] Market Data and Key Metrics Changes - Eight of the top ten international markets returned to flat or positive comparable sales growth [27][30] - The UK and Middle East reported positive transaction comps, while Japan achieved its sixteenth consecutive quarter of comp growth [28][30] - In the U.S., market share, brand sentiment, and customer contacts regarding wait times are improving [38][30] Company Strategy and Development Direction - The company is focused on the "Back to Starbucks" strategy, emphasizing customer experience and partner engagement [4][5] - Investments are being made across four pillars: partners, coffee houses, customer experience, and marketing/menu [7][8] - The company aims to improve store economics and reduce new store build costs while maintaining a strong customer experience [42][30] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the turnaround strategy, noting early indicators of recovery in North America and positive signs in Canada [9][30] - The company is committed to building a resilient business that can succeed in various economic environments [6][30] - Management acknowledged that while current financial results are disappointing, significant progress is being made behind the scenes [31][30] Other Important Information - The company is re-evaluating its store portfolio and new store pipeline to ensure better unit economics [15][30] - A new Green Apron service model is being rolled out to enhance customer connection and improve service speed [18][30] - The company is exploring menu innovations and simplifications to drive customer engagement and sales [22][30] Q&A Session Summary Question: Follow-up on labor investment and CapEx - Management confirmed that the focus is on labor investment rather than equipment to improve customer experience and throughput [51][53] Question: Margin concerns and labor investments - Management acknowledged that labor investments have impacted margins but emphasized the importance of staffing for customer experience [57][59] Question: Portfolio evaluation and unit growth pace - Management indicated a potential slowdown in unit growth while evaluating the portfolio, aiming for better cost structures [64][66] Question: Menu simplification impact on transactions - Management noted that simplifying the menu has led to improved transaction comps across a larger percentage of stores [70][72] Question: Resilience in a challenging macro environment - Management highlighted the importance of creating a strong third place experience to maintain customer traffic during economic downturns [75][76] Question: Mobile order sequencing pilot results - Management reported positive results from the mobile order sequencing pilot, improving service times and partner efficiency [79][81] Question: Return on invested capital (ROIC) focus - Management emphasized the importance of durable growth and good returns on invested capital as key metrics for decision-making [85][87]

金十数据4月30日讯，星巴克CEO布莱恩·尼科尔周二表示，该公司将加大对员工的投资，减少对设备的 投资，包括之前吹捧的自动化系统，这打破了更广泛的行业趋势，即更多地依赖技术来进行门店运营。 尼科尔表示，增加人手对于改善客户体验至关重要，"在过去几年里，我们一直在减少门店的劳动力， 我认为我们希望设备能够抵消劳动力的减少。我们发现，从结果来看，这不是一个准确的假设。"作为 试点，星巴克在五家门店增加了员工人数。到5月，将有1500至2000家美国门店增加员工，到年底将达 到3000家左右。 星巴克宣布将增加门店员工数量，减少自动化设备 ...

Group 1: Passive Income and Investment Opportunities - Generating passive income can lead to financial freedom and increased independence [1] - Investing in high-yield dividend stocks, particularly in the food and beverage industry, is a viable strategy for passive income [2] Group 2: Mondelez - Mondelez has a current dividend yield of 2.9%, which is more than double the S&P 500's yield of 1.4% [3] - The company owns iconic brands like Oreo and Cadbury, generating billions in revenue and free cash flow, supporting a 10.5% compound annual growth rate in dividends over the past five years [4] - Mondelez aims for organic revenue growth of 3% to 5% annually, supporting high-single-digit EPS growth, and has a strong balance sheet for acquisitions [5] Group 3: PepsiCo - PepsiCo offers a dividend payout of 4.1% and plans to increase it by 5% starting in June, marking 53 consecutive years of dividend growth [6] - The company has a diverse portfolio of brands, many generating over $1 billion in annual sales, with durable demand [7] - PepsiCo invests in product innovation and productivity, expecting 4% to 6% annual organic revenue growth and high-single-digit EPS growth, with a strong balance sheet for acquisitions [8] Group 4: Starbucks - Starbucks has a dividend yield of 2.9% and has increased its dividend for 14 consecutive years, with a 20% compound annual growth rate during that period [9] - The company sees potential to double its U.S. store footprint and expand internationally, with over 40,000 stores currently [9] - Starbucks aims to enhance sales growth and profitability by focusing on coffee and improving customer experience [10] Group 5: Industry Overview - The food and beverage sector is characterized by steadily rising revenue and cash flow, enabling companies to pay growing dividends [12] - Companies like Mondelez, PepsiCo, and Starbucks are highlighted as strong candidates for passive income due to their enticing and steadily increasing dividends [12]

4月30日，星巴克发布2025财年第二季度财报。当中披露，公司本季度净收入87.61亿美元，同比增长2%；这主要得益于过去 12 个月公司运营的新店净开业带来的收入增长，部分 被不利的外汇折算影响和全球可比门店销售额的下降所抵消。 据悉，星巴克中国在第二季度实现重振增长，营业收入达7.397亿美元，同比增长5%。与上一季度相比，在各类商圈、不同城市层级、各个营业时段，同店交易量同比攀升，实现 4%的增长，同店销售额继续大幅改善。门店经营利润率始终保持两位数，公司利润率取得同比增长。 截至第二季度末，星巴克中国门店总数达到7758家，覆盖超过1000个县级市场。不断深拓下沉市场的同时，星巴克也开出一系列特色门店，包括星巴克臻选南京颐和路非遗概念 店、目前在中国海拔最高的星巴克云南玉龙雪山店、将浙江在地民间文化与第三空间深度结合的星巴克宁波东钱湖陶麓街市店等。 产品创新上，星巴克比利时黑巧系列，一经上市即获得超高人气。其中，57%比利时黑巧拿铁成为2024单日销量冠军；主打真材实料自然风味的玫瑰20系列、茉莉100系列一经推 出便快速售罄。 星巴克中国首席执行官刘文娟表示，2025财年第二季度，我们通过聚焦核心业 ...