9月17日消息，今日，星巴克中国创新科技中心（Starbucks China Innovation and Technology Center，简称SITC）正式对外发布成立以来的数字化建设成果， 并宣布迁入深圳河套科创中心新址。 "SITC成立两年来，我们凭借坚实的技术基础与数据能力，正作为核心驱动引擎，推动星巴克中国向数字化全面赋能的体验型咖啡公司加速迈进。"星巴克 中国副总裁、首席技术官罗金鹏在发布仪式上表示："未来，星巴克将在AI科技的赋能下，在更多场景开辟'科技融合人文'的创新机遇，前所未有地扩大我 们在门店、产品和伙伴方面的独特竞争优势，为顾客创造更丰富的全新价值。" SITC 自成立之初便秉持 "科技融合人文" 理念，两年来，聚焦门店、产品和伙伴三大核心领域，以精细化、个性化和以人为本的科技创新，持续赋能星巴克 伙伴更好地服务顾客，传递超越期待的星巴克体验。 以数字化为笔，勾勒 " 千店千面 " 的第三空间 为了让对的内容，在对的时刻、对的门店，打动对的人，SITC已在星巴克全国门店投资建造电子菜单板，打造顾客在第三空间体验中的全新沟通界面，塑 造充满个性与温暖的数字化第三空间体验。除极少部分受 ...

9月17日，星巴克中国创新科技中心（Starbucks China Innovation and Technology Center，简称SITC）正 式对外发布成立以来的数字化建设成果，并宣布迁入深圳河套科创中心新址。 智能物联网与智能硬件One–Box降本增效。目前星巴克全国已在超7500家门店布局IoT智能物联网系 统，对店内的7大系统20多个设备实现对各类数据的实时追踪，根据不同门店类型和不同时段的运营特 点，提供节能提效的优化方案，全年节省能耗费用超过5000万元。 凭借超7800家门店的广泛覆盖和完善的数字化基础，星巴克中国通过崭新的科技灵感、创新的技术解决 方案不断去增强其独特的竞争优势，始终在复杂的市场环境中保持着无与伦比的咖啡领导力。通过AI 的持续赋能，星巴克正在门店、产品和伙伴这三大核心领域加强布局和探索，重塑独特的星巴克体验， 驱动世界级创新。 在AI技术的赋能下，未来"千店千面"的星巴克门店将继续进化为能理解、预测并满足顾客个性化需求的 智慧空间，同时也能让顾客更方便地找到最匹配的门店。 采写：南都N视频记者林敏儿 为了让对的内容，在对的时刻、对的门店，打动对的人，SITC已在星巴克 ...

本报记者 梁傲男 9月17日，星巴克中国创新科技中心（Starbucks China Innovation and Technology Center，以下简称 SITC）正式对外发布成立以来的数字化建设成果，并宣布迁入深圳河套科创中心新址。 星 巴克供图 "SITC成立两年来，我们凭借坚实的技术基础与数据能力，正作为核心驱动引擎，推动星巴克中国向数 字化全面赋能的体验型咖啡公司加速迈进。"星巴克中国副总裁、首席技术官罗金鹏表示："未来，星巴 克将在AI科技的赋能下，在更多场景开辟'科技融合人文'的创新机遇，前所未有地扩大我们在门店、产 品和伙伴方面的独特竞争优势，为顾客创造更丰富的全新价值。" SITC自成立之初便秉持"科技融合人文"理念，两年来，聚焦门店、产品和伙伴三大核心领域，以精细 化、个性化和以人为本的科技创新，持续赋能星巴克伙伴更好地服务顾客，传递超越期待的星巴克体 验。 勾勒"千店千面"的第三空间 目前，SITC已在星巴克全国门店投资建造电子菜单板，打造顾客在第三空间体验中的全新沟通界面， 塑造充满个性与温暖的数字化第三空间体验。 据悉，电子菜单板结合SITC升级的"产品中心"和"菜单中心"能力 ...

【导读】同店销售额6个季度来首次增长，星巴克中国收到逾20个潜在收购意向 同店销售额作为餐饮行业的重要财务指标，是衡量企业内生增长能力和运营效率的核心依据。 因受到瑞幸、库迪等本土品牌的激烈竞争，星巴克中国同店销售额一度下滑。不过，最新财报显示该指 标有所回暖。 财报显示，第三季度，星巴克同店销售额增长2%，为6个季度以来首次正增长，这主要得益于交易量上 升。 不过，就平均客单价而言，同比仍下降4%，显示消费者更倾向于低价产品。 针对中国市场业绩的改善，倪睿安认为，这主要得益于近期所做的调整正在取得成效。 具体来看，产品创新层面，星巴克中国推出的"真味无糖"创新体系，引领风味咖啡走进"无糖"时代，通 过提供更健康的选择和客制化选择（500+种风味组合），提升了顾客购买频次。 当地时间7月29日，星巴克公布了截至6月29日的2025财年三季度财报，中国地区业务表现相对亮眼。 财报显示，星巴克中国第三季度实现营收7.9亿美元，同比增长8%，连续三个季度同比增长；同店销售 额同比增长2%，为一年半来首次回升。 截至第三季度末，星巴克中国门店数量达7828家，新开70家门店，新进入17个县级市场。 在财报后的电话会上 ...

Group 1 - Starbucks reported a revenue increase of 8% year-on-year to $790 million in Q3 of fiscal year 2025, marking three consecutive quarters of growth [1] - Same-store sales grew by 2% year-on-year, with both transaction volume and average ticket size showing sequential improvement [1] - The number of Starbucks stores in China reached 7,828, with 70 new stores opened and entry into 17 new county-level markets [1] Group 2 - The company introduced the "True Taste No Sugar" innovation system, offering healthier options and over 500 flavor combinations to enhance customer purchase frequency [1] - Non-coffee products, particularly iced tea, saw a doubling in performance, while tea lattes continued to grow, and Starbucks Frappuccino ranked first in non-coffee category searches on Xiaohongshu [1] - The CEO expressed confidence in the Chinese market, stating that recent adjustments are yielding results and that the company is evaluating over 20 potential strategic partners to leverage future growth opportunities [2]

Core Viewpoint - The new tea beverage industry is entering a "health upgrade era," with companies focusing on product innovation and nutritional enhancement to meet evolving consumer demands for healthier options [2][5]. Group 1: Product Innovation - Hu Shang A Yi is launching five new upgraded "Super Fruit and Vegetable Tea Series" products, each containing over 5g of dietary fiber, which can fulfill 20%-35% of the daily dietary fiber requirement for adults [3][4]. - The new products include combinations of various fruits and vegetables, such as kale, dragon fruit, and tomatoes, aimed at providing a convenient way for consumers to incorporate health into their daily lives [3][4]. Group 2: Consumer Health Trends - There is a growing consumer demand for healthier beverage options, with a significant focus on dietary fiber intake, as the average daily fiber consumption for the 18-35 age group in China is only 11.8g, well below the recommended 25-30g [3][5]. - The health consciousness among consumers is shifting the focus from taste alone to the health benefits of ingredients, with 63.0% of consumers prioritizing flavor and 35.3% considering the healthiness of ingredients when choosing ready-to-drink tea [6][7]. Group 3: Industry Standards and Recommendations - The "White Paper" provides guidelines for the tea beverage industry to enhance dietary fiber and other nutritional components while reducing sugars and unhealthy fats, aiming to address product homogeneity and optimize supply chains [6][7]. - Hu Shang A Yi's CEO emphasizes the commitment to improving product innovation and building a high-quality supply chain to support the health upgrade trend in the tea beverage industry [7].

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]

Core Viewpoint - Starbucks has reported strong performance in the Chinese market for Q2 of FY2025, with key financial indicators showing significant recovery and growth potential [2][5]. Financial Performance - Starbucks China achieved revenue of $739.7 million in Q2, representing a 5% year-over-year increase [2]. - Same-store transaction volume increased by 4% year-over-year, indicating broad-based improvement across various market segments and operating hours [2]. - The company maintained a double-digit store operating profit margin, showcasing a solid operational foundation and strong resilience [2]. Store Expansion - As of the end of Q2, Starbucks China had a total of 7,758 stores, expanding into over 1,000 county-level markets [3]. - The company focuses on integrating local community culture into its store experiences, launching unique concept stores that blend local heritage with coffee culture [3]. Product Innovation - Starbucks continues to leverage product innovation as a core competitive advantage, launching several new products tailored to local consumer preferences [4]. - Notable product launches include the "Spring Prelude" coffee beans themed around the Chinese New Year and the "True Flavor Sugar-Free" innovation system, catering to health-conscious consumers [4]. - Collaborations with popular brands like Snoopy and STAYREAL have enhanced product offerings and consumer engagement [4]. Long-term Strategy - Starbucks remains committed to a long-term development strategy, focusing on creating greater value for customers, partners, and society [5]. - The company has received multiple accolades for being a top employer in China, reflecting its commitment to employee satisfaction and community engagement [5]. - Future plans include deepening localization strategies and continuously enhancing product quality and service experiences to maintain market leadership in China [5].

Core Insights - Starbucks China is showing signs of stabilization in its performance, with Q2 revenue reaching $740 million, a 5% year-over-year increase, despite a slight decline in average transaction value [2][3] - The company is focusing on local market demands, launching products tailored for Chinese consumers, such as the Spring Festival-themed coffee beans and the "No Sugar" innovation system [3] - The overall market response remains cautious, as Starbucks' earnings per share and total revenue fell short of pre-report expectations, leading to a 6.32% drop in stock price post-earnings release [4] Financial Performance - Global net revenue for Q2 reached $8.8 billion, a 2% year-over-year increase, but same-store sales declined by 1% [2] - Starbucks China had a same-store transaction volume growth of 4% compared to a 4% decline in the previous year [2] - The total number of Starbucks stores in China reached 7,758, with a net increase of 73 stores in Q2, accounting for over one-third of the global net increase of 213 stores [2] Product Strategy - The company has introduced products specifically designed for the Chinese market, such as the Rose 20 series and Jasmine 100 series, which have been well-received [3] - The CEO emphasized the importance of maintaining stable pricing for the remainder of the fiscal year [3] Market Sentiment - Investors are exhibiting caution due to concerns over Starbucks' ability to meet future profitability targets and sustain growth, as reflected in the stock price decline following the earnings report [4]