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红杉中国、博裕、凯雷、殷拓入围购买星巴克中国最终竞标候选名单?
Mei Ri Jing Ji Xin Wen· 2025-09-11 03:51
针对此消息,星巴克方面在发稿前,暂无回复。 9月11日,《每日经济新闻》记者从知情人士处获悉,星巴克将红杉中国、博裕资本、凯雷集团和殷拓 集团列入其中国业务出售的最终竞标候选名单。据知情人士透露,这4家机构已于上周收到确认函,此 次交易由高盛担任独家财务顾问,结果或于10月底公布。 星巴克中国此次的出售计划最初吸引了数十家竞标者,高瓴、贝恩、KKR、腾讯、华润、美团等都被 传为潜在买家。最终候选名单是在8月27日结束的一轮竞标后选出的。7月9日,据外媒报道,星巴克中 国股权出售已吸引到潜在的股权出售要约,估值高达100亿美元。 封面图片来源:每经原创 ...
员工曝卖不出月饼垫钱自购,星巴克回应:正在核实
Xin Lang Cai Jing· 2025-09-11 03:26
据湖北经视,近鈤有网友发帖称,作为星巴克兼职员工,因门店中秋月饼销售任务,"被逼着垫了15 盒",金额近3000元,导致生活费紧张。 近日,多名自称星巴克的员工发帖称,因中秋月饼销售任务未完成,被迫自掏腰包购买产品,兼职员工 垫付近3000元,全职员工面临更高销售压力及惩罚措施,引发关注。 智通财经查阅二手平台,在闲鱼的个人闲置归类中,可见多个星巴克的月饼或月饼券转售,原价358/盒 (六块装)的售价139到175元不等。 9月11日,智通财经就上述情况致电星巴克客服热线;工作人员回应不知晓此事,但将记录下相关情况 并向公司内部反应,工作人员本人否认有相关销售任务。 同一天,星巴克内部人士回复智通财经称:"对于网友所说的情况,我们正在核实。星巴克不允许垫款 自购这种行为,这是原则问题。此外,星巴克的月饼每年上市后都会受到很多关注,也请广大顾客到正 规渠道购买我们的月饼,保障自己的权益。" 星巴克正在考虑出售中国地区业务。在7月底召开的2025年第三季度财报电话会上,星巴克董事长兼 CEO倪睿安(Brian Niccol)对此表示:"超20家机构感兴趣,我们对中国市场的信心与承诺不变,并希 望保留中国业务相当比 ...
星巴克中国出售进入倒计时
财联社· 2025-09-11 03:21
Group 1 - Starbucks has shortlisted Boyu Capital, Carlyle Group, EQT, and Sequoia China as final candidates for the sale of its China business [1] - The acquisition deal is currently in the final negotiation stage and is expected to be finalized by the end of October [1]
Stocks To Trade Now: Buy Starbucks, Sell Short eBay And Accenture
Forbes· 2025-09-10 10:21
Market Overview - The NASDAQ is experiencing a rise despite declines in major tech stocks like NVIDIA and Apple, which typically indicates a weak September for technology [1] - September is historically the weakest month for tech, but there are indicators suggesting a mild correction may occur [1] Seasonal Trends - Years ending in '5' have shown stronger performance, potentially offsetting seasonal weaknesses [2] - The first three trading days of September can predict the month's performance; positive results in these days may mitigate September's typical weakness [2] Stock Recommendations - **Buy Recommendation: Starbucks (SBUX)** - Historical data shows SBUX has risen 88% of the time from October 3rd to December 7th over the last 33 years, indicating a favorable seasonal period ahead [4] - Expected stock price rise to $91 or higher by year-end [4] - **Sell Recommendation: eBay** - eBay has shown a consistent downward trend, with September being the second weakest month over the last 27 years [5] - Expected stock price to trade around $85 by late October [5] - The stock is currently on a sell signal, indicating further declines are likely [6]
Starbucks CEO: Excited for opportunity for growth in China
Youtube· 2025-09-09 15:42
It's officially been one year since Starbucks chief Brian Nickel took the role and despite some high hopes, shares are in the red since then. Our Kate Rogers spoke with him in an exclusive interview and joins us again this morning. Hey again, Kate. Hi again, Carl.So for Nickel, a top priority in year one was improving the experience in US stores with his back to Starbucks plans and hospitality push, but questions remain about its business in China. Now, China, of course, is its second home market and has be ...
Starbucks CEO hits the one-year mark: Here's what looks different
Youtube· 2025-09-09 14:17
Core Insights - Brian Nickel has been CEO of Starbucks for a year and has initiated a strategy to revitalize the brand, focusing on creating cozier cafes and enhancing customer experience [1][7] - Starbucks announced a $500 million investment in hospitality through the Green Apron Service, which includes smart Q technology to improve staffing and customer engagement [2] - The company is seeing a positive response from both non-rewards and rewards customers, indicating a successful customer acquisition strategy [3][4] Investment and Strategy - The $500 million investment aims to enhance the hospitality experience and allow baristas to engage more with customers, delivering custom drinks in under four minutes [2][8] - Approximately 1,000 renovated cafes are planned to be completed by the end of 2026, emphasizing the importance of the consumer experience [7][8] - The company is shifting its marketing focus to attract non-rewards customers, which had been neglected previously [9] Consumer Insights - Current consumer behavior is mixed, but customers are responding positively to the changes made in stores, particularly when the Starbucks experience is aligned with their expectations [5] - The company has not increased prices recently, believing that its value proposition remains strong, especially as it positions itself as a premium experience [5] - Menu innovations, such as the introduction of protein coffee, are part of the strategy to attract a broader customer base [9]
Back to Starbucks: CEO Brian Niccol on his first year leading the company's reset
Youtube· 2025-09-09 13:53
One year ago, Brian Nickel took the reigns at Starbucks, setting the company on a journey to get back to its roots, improve customer service, and ultimately turn its sales around. I sat down with Nickel here in Seattle to talk about the company's transformative year and what's ahead in year two. Good morning, Brian.Great to see you. Thanks for having us here. Yeah, good morning.Good to be here. So, you are one year into this role as CEO. What in your opinion do you hope is the most tangible difference for a ...
Starbucks CEO Brian Niccol on first-year changes: Here's what to know
Youtube· 2025-09-09 13:38
Core Insights - Brian Nickel has completed one year as CEO of Starbucks, focusing on returning the company to its customer service roots [1] - The company has implemented changes to enhance customer experience, including improvements in service delivery and technology [2] Group 1: Changes in Customer Experience - The company aims to be a customer service organization that delivers great experiences in a timely manner [2] - Investments have been made in staffing, allowing for larger rosters and better deployment of partners to enhance service quality [3] Group 2: Performance Indicators - There is a goal to return to positive same-store sales growth in the US, with early signs of improvement noted [3] - The return of both rewards and non-rewards customers is seen as a key indicator of recovery, particularly the non-rewards customers who had previously been lost [3]
One year in, Brian Niccol's Starbucks looks different — but there are still more changes coming
CNBC· 2025-09-09 09:49
Core Insights - Starbucks is facing challenges in customer loyalty and sales, leading to the ousting of former CEO Laxman Narasimhan and the hiring of Brian Niccol from Chipotle to lead a turnaround effort [3][4][28] - Niccol's first year has seen mixed reviews, with same-store sales and traffic declining as customers opt for home brewing or competitors [4][29] - Despite initial excitement, investors are losing faith as stock prices have fallen 7% since Niccol took over, with market cap now at $95.6 billion [28][29] Leadership Changes - Brian Niccol has focused on reviving the U.S. business and returning to Starbucks' roots as a community space [5][8] - Niccol's leadership has led to significant changes in the executive team, including the departure of several top executives and the hiring of former colleagues from Taco Bell [17][18] - The company has laid off about 1,100 corporate workers to increase efficiency and has mandated a return to the office for corporate employees [19][20] Customer Experience Initiatives - Niccol has introduced the "Green Apron Service" program aimed at improving customer service and hospitality, which includes additional labor hours and smart queue technology [22][23] - Some changes, like baristas writing messages on cups, have received mixed reactions from both customers and employees [13][15] - The company has seen a positive response to seasonal offerings, such as the pumpkin spice latte, indicating potential for recovery [6][10] Financial Performance and Market Response - Investors initially reacted positively to Niccol's appointment, with shares soaring 24% on the announcement day, but have since declined [28] - Analysts are skeptical about the timeline for recovery, with expectations for same-store sales growth pushed to late 2025 [29][30] - Starbucks has suspended its annual forecast through fiscal 2025, complicating visibility into financial targets [32] Future Strategies - Niccol plans to innovate with new products and enhance the loyalty program to foster customer engagement [35][36] - The company is exploring strategic partnerships in China, where it faces increased competition and market share loss [37][38] - Long-term growth potential in China is significant, with Niccol envisioning a future of 20,000 to 30,000 stores in the region [38]
Starbucks CEO Brian Niccol's first year: Why Wall Street isn't convinced over the coffee giant's brewing turnaround
Business Insider· 2025-09-09 07:01
Core Insights - Brian Niccol joined Starbucks on September 9, 2024, at a challenging time for the company, facing customer complaints about long wait times, a malfunctioning app, and understaffed stores [1] - The company reported six consecutive quarters of declining sales from Q2 2024 to Q3 2025 [1] Group 1 - Niccol introduced a "Back to Starbucks" comeback campaign aimed at improving various aspects of the business, including barista attire and the mobile ordering system [2] - A year after the implementation of the turnaround plan, a Starbucks spokesperson indicated improvements for both customers and employees, although Wall Street remains skeptical about the effectiveness of these changes [2]