回归初心(Back to Starbucks)计划

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收入同比增长5% 星巴克持续深耕中国市场
Sou Hu Cai Jing· 2025-05-01 00:03
Core Insights - Starbucks reported a 5% year-on-year increase in revenue for Q2 of fiscal year 2025, reaching $739.7 million in the Chinese market [1] - The total number of Starbucks stores in China reached 7,758 by the end of the reporting period [1] Group 1: Market Performance - Same-store transaction volume in China increased by 4% year-on-year, with same-store sales showing significant improvement [4][5] - The company maintained a double-digit operating profit margin, with overall profit margins also experiencing year-on-year growth [4] Group 2: Product Innovation - Starbucks introduced the "True Taste No Sugar" innovation system, which separates flavor syrups into zero-sugar beverage concentrates and standalone original syrups, addressing local consumer preferences [4] - Market research indicated that over 70% of surveyed consumers enjoy flavored coffee, but 31% are concerned about sugar health impacts, and 40% believe overly sweet flavored coffee affects taste [4] Group 3: Strategic Focus - The company is committed to deepening its presence in the Chinese market, emphasizing local community integration through unique store concepts [4] - Starbucks CEO Brian Niccol expressed confidence in the growth potential in China, highlighting recent product line adjustments that have shown positive results [5][6] - The company plans to maintain stable coffee prices without increases this year, reinforcing its strong brand and localized supply chain [6]