当地时间9月25日，全球知名咖啡连锁巨头星巴克公司董事长兼CEO倪睿安（Brian Niccol）发布致北美 合作伙伴的公开信，称为支持"重回星巴克"计划，公司批准了一项重组计划，该计划涉及关闭部分门店 以及缩减非零售岗位。 当天，美国证券交易委员会披露的文件显示，预计此次星巴克重组成本将达到10亿美元，包括关闭门 店、支持组织转型及其他重组活动，其中90%的费用来自北美业务。 星巴克表示，为扭转销售下滑局面，拯救承压的业绩，将关闭北美业绩不佳的门店，其中包括位于美国 西雅图国会山（Capitol Hill）的Reserve Roastery。该门店也是星巴克全球首家臻选烘焙工坊，距离公司 总部仅数分钟车程。 全球首家星巴克臻选烘焙工坊即将关闭。 据倪睿安介绍，到2025财年末，美国和加拿大星巴克门店总数（直营与授权）将保持在近18300家。 此外，星巴克正在考虑出售中国地区业务。据科创板日报报道，星巴克已将博裕资本、凯雷集团、EQT 与红杉中国列为中国业务出售的最终候选方。这项收购案已进入最后一轮谈判阶段，预计将在10月底前 敲定结果。 当地时间7月29日，星巴克发布2025财年第三季度（截至2025年6月 ...

Group 1 - The core message of the article is that Starbucks is implementing a restructuring plan to support its "Return to Starbucks" initiative, which includes closing certain stores and reducing staff [2] - The CEO Brian Niccol announced the closure of underperforming stores that do not meet customer expectations or financial performance [2] - Approximately 900 positions will be eliminated as part of this restructuring effort, with most store closures expected to be completed by the end of the current fiscal year [2] Group 2 - The company estimates that the restructuring will incur costs of about $1 billion, with 90% of these costs attributed to North America [2] - Of the total restructuring costs, approximately $150 million is expected to be related to employee separation benefits, and around $400 million will be associated with the disposal and impairment of store assets [2] - This marks the second round of layoffs under CEO Brian Niccol, who previously announced the elimination of 1,100 positions in February [3] Group 3 - Starbucks reported total revenue of $9.456 billion for the third fiscal quarter of 2025, reflecting a year-over-year growth of 3.8%, while net profit decreased by 47.1% to $558 million [3] - The company is also considering the sale of its China operations, with a valuation estimated between $5 billion and $6 billion [3]

当地时间25日，全球咖啡连锁品牌星巴克宣布一项重组计划，计划关闭北美和欧洲数百家门店，并裁员约900人，星巴克股价25日一度下跌1%。 此外，约900多名非零售员工将在9月26日被裁员，这也是星巴克继今年2月裁减1100名全球员工后第二次裁员。 据悉，北美地区是星巴克全球最大的市场，但其销售额已经连续6个季度同比下滑。截至今年6月29日，在2025财年第三季度，星巴克北美地区 销售额同比下降2%。分析认为，这与竞争加剧，以及消费者对价格越来越敏感有关。 【来源：央视财经】 星巴克本次重组将耗资10亿美元，其中包括1.5亿美元员工遣散费，以及8.5亿美元的门店关闭相关费用。据央视财经报道，星巴克关闭门店的决 定立即生效，大部分位于北美地区。截至9月底本财年结束，星巴克北美门店的数量将减至18300家，而今年6月底这一数字是18743。在欧洲， 英国、奥地利、瑞士的星巴克部分门店将被关闭，具体数字没有被披露。 ...

转自：北京日报客户端 美国咖啡连锁企业星巴克25日宣布，该公司将在美国和加拿大关闭数百家门店，并裁员900人左右。 但是，投资者对星巴克的最新计划反应平淡。分析人士认为，这是因为"星巴克的价格在当前竞争和经 济环境下已经过高"的问题并未得到解决，其业务转型"还有很长的路要走"。 来源：新华社 根据星巴克宣布的最新计划，该公司美国和加拿大门店总数将减少1%，预计到本财年末，该公司在两 国的门店总数将接近1.83万家。之后，该公司计划投资开设新店，并对超过1000家门店进行装修改造。 最新关店和裁员计划是星巴克为重振业绩而制定的新战略规划的一部分。截至目前，星巴克销售额已连 续6个季度下滑。据美媒报道，此次星巴克关店将主要影响那些仅提供外卖服务的门店，因为靠外卖扩 张客户群的增长模式已经过时，现在需要提供舒适的堂食服务以留住客户。 ...

Core Viewpoint - Starbucks announced plans to close hundreds of stores and lay off approximately 900 employees in the U.S. and Canada as part of a new strategic plan to revitalize its performance after six consecutive quarters of declining sales [1] Store Closures and Layoffs - The total number of Starbucks stores in the U.S. and Canada will decrease by 1%, bringing the total close to 18,300 by the end of the fiscal year [1] - The closures will primarily affect stores that only offer takeout services, as the model of expanding customer base through takeout has become outdated [1] Future Plans - Following the closures, Starbucks plans to invest in opening new stores and renovating over 1,000 existing locations [1] - The company aims to shift focus towards providing comfortable dine-in services to retain customers [1] Investor Reaction - Investor response to Starbucks' latest plans has been muted, attributed to unresolved issues regarding the company's pricing in the current competitive and economic environment [1] - Analysts suggest that the business transformation has a long way to go [1]

Core Viewpoint - Starbucks announced plans to close hundreds of stores and lay off approximately 900 employees in the U.S. and Canada as part of a new strategic plan to revitalize its performance amid six consecutive quarters of declining sales [1] Group 1: Store Closures and Layoffs - The total number of Starbucks stores in the U.S. and Canada will decrease by 1%, bringing the total close to 18,300 by the end of the fiscal year [1] - The closures will primarily affect stores that only offer takeout services, as the growth model relying on takeout has become outdated [1] Group 2: Strategic Changes - Starbucks plans to invest in opening new stores and renovating over 1,000 existing locations as part of its strategy to improve customer experience [1] - Investor reactions to the latest plans have been lukewarm, with analysts noting that the issue of high pricing in the current competitive and economic environment remains unresolved [1]

Core Viewpoint - Starbucks has announced a restructuring plan to support its "Return to Starbucks" initiative, which includes closing certain stores and reducing staff, with an estimated total restructuring cost of approximately $1 billion [1][2]. Group 1: Restructuring Plan - The restructuring plan involves closing underperforming stores and eliminating around 900 positions [1]. - The company estimates that approximately $150 million of the restructuring costs will be related to employee separation benefits, and about $400 million will be associated with the disposal and impairment of store assets [1]. Group 2: Financial Performance - For the third fiscal quarter of 2025, Starbucks reported total revenue of $9.456 billion, a year-over-year increase of 3.8%, while net income attributable to shareholders was $558 million, a decline of 47.1% year-over-year [2]. Group 3: Business Strategy in China - Starbucks is considering the sale of its China operations, with an estimated valuation of $5 to $6 billion [2]. - The company emphasizes that store expansion remains a key driver of growth for its business in China, focusing on creating a high-quality store portfolio that delivers good returns and a unique Starbucks café experience [2].

Economic Data and Market Impact - Recent U.S. economic and employment data exceeded expectations, leading to a decrease in market expectations for further interest rate cuts by the Federal Reserve [1][3] - Initial jobless claims fell by 14,000 to 218,000, the lowest level since July, and GDP growth for Q2 was revised up to 3.8%, the best performance in two years [3] - Despite strong economic growth, inflation levels have risen, particularly the Personal Consumption Expenditures (PCE) price index, which may limit the Federal Reserve's policy options [3] Oracle Corporation Stock Rating - Concerns over high valuations in the artificial intelligence sector and internal industry risks have led some institutions to downgrade Oracle Corporation's stock rating to "sell," predicting a potential 40% decline in its stock price [1] - Oracle's stock fell over 5% following the downgrade, contributing to a decline in major U.S. stock indices for three consecutive trading days [1] Starbucks Restructuring Plan - Starbucks announced a restructuring plan that includes closing hundreds of stores in North America and Europe, resulting in approximately 900 job cuts [4] - The restructuring will cost the company $1 billion, including $150 million for employee severance and $850 million related to store closures [4] - As of the end of Q3 FY2025, the number of Starbucks locations in North America will decrease to 18,300 from 18,743 as of June 30, with sales in the region having declined for six consecutive quarters [4][5]

这是倪睿安自2024年9月上任以来的第二次裁员。今年2月，倪睿安宣布将裁员1100人，但不包括星巴克 中国的员工。公开信息显示，星巴克目前在全球共有约1.6万名公司员工，其中1万人在美国，其余6000 人则在全球其他地区。 星巴克表示，为扭转销售下滑局面，拯救星巴克承压的业绩，将关闭北美业绩不佳的门店，其中包括位 于美国西雅图国会山（Capitol Hill）的Reserve Roastery，该门店也是星巴克的全球第一间臻选烘焙工 坊，距离公司总部仅数分钟车程。 星巴克董事长兼CEO倪睿安表示，根据计划，截至2025财年末，星巴克在美国和加拿大的门店总数将减 少1%，即关闭数百家门店。公司预计，大部分门店关闭工作将在2025财年结束前完成。同期，公司将 在重组过程中裁减约900个工作岗位，主要涉及非零售合作伙伴职位，并关闭许多空缺职位。 【#星巴克推10亿美元重组计划#，涉及关闭部分门店以及缩减非零售岗位】#星巴克上百家门店被关# 据智通财经报道，当地时间9月25日，全球知名咖啡连锁巨头星巴克公司董事长兼CEO倪睿安（Brian Niccol）发布致北美合作伙伴的公开信，称为支持"重回星巴克"计划，公司批准 ...

Economic Data Impact - Recent economic and employment data from the U.S. exceeded expectations, leading to a cooling of market expectations for further interest rate cuts by the Federal Reserve [1][3] - Initial jobless claims fell by 14,000 to 218,000, the lowest level since July, and below the forecast of 235,000 [3] - The U.S. GDP growth rate for Q2 was revised up to 3.8%, the best performance in nearly two years, driven by stronger consumer spending [3] Oracle Corporation - Concerns over high valuations in the artificial intelligence sector and internal industry risks have led some institutions to downgrade Oracle's stock rating to "sell," predicting a potential 40% decline in its share price [1] - Oracle's stock fell over 5% following the downgrade, contributing to a decline in major U.S. stock indices for three consecutive trading days [1] Starbucks Restructuring - Starbucks announced a restructuring plan that includes closing hundreds of stores in North America and Europe, resulting in approximately 900 layoffs [2][4] - The restructuring will cost the company $1 billion, which includes $150 million for employee severance and $850 million related to store closures [4] - As of the end of September, the number of Starbucks locations in North America will decrease to 18,300 from 18,743 in June, reflecting a decline in sales for six consecutive quarters [4]