Starbucks (NasdaqGS:SBUX) 2026 Investor Day January 29, 2026 08:00 AM ET Company ParticipantsAndrew Charles - Managing DirectorBrady Brewer - CEO of Starbucks InternationalBrian Mullan - DirectorBrian Niccol - Chairman and CEOCatherine Park - VP of Investor RelationsCathy Smith - CFODavid Palmer - Senior Managing DirectorJacob Aiken-Phillips - Director of Equity ResearchJohn Ivankoe - Managing DirectorLauren Silberman - DirectorMike Grams - COOSergio Alvarez - Master Coffee DeveloperSharon Zackfia - Partner ...

Starbucks Unveils Reimagined Loyalty Program The updated Starbucks Rewards program, which launches on March 10, introduces three levels of membership – Green, Gold and Reserve – offering new and exclusive benefits for members. The updated Starbucks Rewards program, which launches on March 10, introduces three levels of membership – Green, Gold and Reserve – offering new and exclusive benefits for members. Inspired by member feedback, the program is designed to strengthen connection and drive growth. T ...

2026.01. 29 本文字数：954，阅读时长大约1.5分钟 本次财报中星巴克透露，预计通过与博裕资本的交易完成后，折旧和摊销以及门店运营费用将减少，交易将在2026年初完成。 即使中国资方入主，星巴克仍在中国市场面临巨大竞争。近几年，中国咖啡市场的竞争格局已发生巨大转变。瑞幸咖啡在门店数量和营收规模上全面超越 了对中国咖啡市场进行过教育的星巴克，成为新的中国咖啡市场领导者。 不过，业内对于该交易整体持乐观判断。中国食品产业分析师朱丹蓬告诉第一财经记者："随着博裕的入局，星巴克未来将有三大变化：首先，会加速开 店。其次，本土化运营会更精准、更科学。最后，供应链的完整度会提升。" 微信编辑 | 苏小 作者 | 第一财经 揭书宜 1月28日晚间，星巴克发布2026财年第一季度业绩报告。星巴克2026财年第一季度净营收99亿美元，同比增长6%；净利润2.93亿美元，低于去年同期 的7.81亿美元。第一季度全球同店销售额增长4%，其中北美和美国市场同店销售额增长4%。 对于本次财报的增收不增利，星巴克预计，某些宏观经济压力将在本财年下半年缓解，包括关税和咖啡豆上涨对产品和分销成本的影响。 财报显示，本财季中国市场 ...

Core Viewpoint - Kirkstone Metals Corp. has initiated the permitting process for a multiphase exploration program at its Gorilla Lake project, aiming to advance the project systematically through various exploration techniques and targeted drilling [1][2]. Exploration Program Details - The exploration program consists of three phases: - Phase one involves a comprehensive airborne survey using time domain electromagnetic (EM) and magnetic techniques to confirm historical structural interpretations and identify subsurface conductive targets [2]. - Phase two includes ground-based follow-up activities such as detailed prospecting and robust geophysical surveys to refine priority targets [2]. - Phase three plans to permit up to 7,000 metres of diamond drilling on qualified targets identified in earlier phases [2]. Indigenous Engagement - As part of the permitting process, the company will engage with Indigenous stakeholders to ensure open communication and incorporate local knowledge into the exploration program [3]. Environmental Commitment - The company emphasizes maintaining high environmental standards throughout exploration, working closely with local Nations and regulatory authorities to minimize environmental impact [4]. Market Context - The company highlights the current favorable market conditions for uranium, with prices recently trading over $98.00, indicating a promising time for exploration and investment in uranium assets [4]. Company Overview - Kirkstone Metals Corp. is focused on uranium assets that support the transition to clean energy, with its flagship project located in Saskatchewan's Athabasca Basin, a leading uranium district [6].

Core Viewpoint - American Salars Lithium Inc. has announced a non-brokered private placement to raise gross proceeds of up to CAD $175,000, aimed at funding exploration and general working capital [1][2]. Group 1: Private Placement Details - The private placement will consist of up to 1,666,667 units priced at $0.105 per unit, with each unit comprising one common share and one common share purchase warrant [1]. - Each warrant allows the holder to purchase an additional common share for 24 months at a price of $0.14 per share [1]. Group 2: Use of Proceeds - Proceeds from the financing will be utilized for exploration activities and general working capital [2]. Group 3: Securities Regulations - All securities issued will be subject to a four-month-and-one-day hold period from the date of issuance according to applicable securities legislation [2]. - The warrants will include provisions limiting exercise to holders owning less than 10% of the issued and outstanding common shares post-exercise [2]. Group 4: Company Overview - American Salars Lithium is focused on exploring and developing high-value battery metals projects to cater to the growing electric vehicle market [3].

Core Viewpoint - Starbucks is set to provide a long-term financial forecast and details on achieving its targets during an investor presentation, following a suspension of its outlook in October 2024, which projected global same-store sales growth of at least 5%, revenue growth of at least 10%, and earnings per share growth of at least 15% [1] Group 1: Financial Performance - Starbucks shares have decreased approximately 5% over the past year, resulting in a market value of around $108 billion, amid concerns over consumer spending and rising coffee prices [2] - The company reported a same-store sales growth of 4% for the first time in two years, driven by increased customer traffic [3] - For fiscal 2026, Starbucks anticipates adjusted earnings per share between $2.15 and $2.40, with same-store sales growth of at least 3% globally and in the U.S. [5] Group 2: Strategic Initiatives - Menu innovations, such as protein cold foam, have attracted both loyal and infrequent customers, with further innovations and enhancements to the rewards program and digital experience planned [4] - Under CEO Brian Niccol's leadership, Starbucks is focusing on improving customer and employee experiences, including returning seating to cafes and requiring baristas to write messages on cups, despite these changes impacting short-term earnings [6] - Investments in restaurant improvements and labor have affected profits during the fiscal first quarter, leading to earnings per share that fell short of Wall Street estimates [4]

This story was originally published on Restaurant Dive. To receive daily news and insights, subscribe to our free daily Restaurant Dive newsletter. Dive Brief: Starbucks is adding three status tiers based primarily on consumer spending to its Rewards program beginning on March 10, according to an emailed press release.  A Starbucks spokesperson said the basic cost to redeem items using Stars — as the chain calls its points — has not changed and the tiers increase the availability of rewards and redemptio ...

1月28日晚间，星巴克发布2026财年第一季度业绩报告，中国市场延续强劲增长势头，营收连续五个季度增长，本财季实现11% 的双位数增长，达到8.234亿美元；同店销售额连续第三个季度实现正增长，同店销售额实现7% 的高单位数增长。值得注意的 是，这是星巴克出售中国业务60%股权后的首秀，目前看来，星巴克中国与博裕的"新搭档"表现良好。 本季度，星巴克中国在产品创新、品牌体验、会员体系及门店拓展等方面持续发力。为响应日益增长的健康化消费趋势，星巴 克在经典的太妃榛果系列中首次推出无糖与甜度可选配方，受到顾客广泛欢迎。据统计，无糖及少甜版本贡献了该系列50%的 销售杯数，其中无糖配方吸引超过170万顾客尝新，创下新品试饮记录。 在品牌体验方面，星巴克与《哈利·波特》的跨界合作引发消费热潮。全国38家主题门店化身"霍格沃兹星巴克分校"，相关限定 饮品与衍生商品一周内售出魔法杖19.4万根。此外，跨年夜期间，全国超过1.3万名顾客走进门店参与倒计时活动，创下跨年夜 销售新纪录。 会员运营持续深化。星巴克在"星享俱乐部"基础上，与亚朵集团达成合作，进一步扩展会员生态。自2025年12月起，每月17日 被设立为会员"一起 ...

Core Insights - Starbucks has reported a positive turnaround in sales for the second consecutive quarter, reversing an 18-month downward trend since Brian Niccol took over as CEO [2] - Niccol's strategy focuses on revitalizing the Starbucks experience, encouraging customers to enjoy the ambiance rather than just using the app for quick orders [2] Company Strategy - The company has implemented several changes, including streamlining the drink menu, enhancing efficiency, and refurbishing locations to create a more inviting atmosphere for customers [3] - New store designs feature comfortable seating and aesthetic improvements, aiming to attract customers back to the "third space" concept of coffee shops [6][7] Customer Experience - The updated menu now emphasizes "Coffeehouse Classics," simplifying choices for customers and moving away from overly complex drink options [10] - Despite efforts to enhance the in-store experience, some customers still exhibit behaviors that detract from the desired coffee shop atmosphere, indicating a need for cultural adjustment among patrons [9]

Group 1 - Starbucks reported strong growth in the Chinese market for Q1 of fiscal year 2026, with double-digit revenue growth and same-store sales increasing for three consecutive quarters [1] - The company opened 8011 stores in 1103 county-level cities, marking a 4% year-on-year increase, with over half of the new stores located in lower-tier cities or special business districts [1] - The introduction of the sugar-free and customizable options for the winter signature drink, Toffee Nut series, was well-received, with 1.7 million customers trying the sugar-free version, contributing to 50% of the sales for this popular drink [1] Group 2 - Starbucks has partnered with Atour Group to enhance member benefits following collaborations with Hilton Group and China Eastern Airlines [2] - Starting December 17, 2025, Starbucks will designate the 17th of each month as "Starbucks Together Day," featuring interactive mechanisms to enhance member experiences across various services [2]