Starbucks(US:SBUX) Sou Hu Cai Jing·2025-09-26 06:08Economic 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]