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More than 100 lawmakers push Starbucks to resume union negotiations
CNBC· 2025-11-10 19:48
Starbucks workers and supporters practice picket outside a Starbucks location in New York, US, on Wednesday, Oct. 1, 2025.The lawmakers argued the coffee giant has the resources to increase workers' pay and benefits, citing Niccol's $95 million compensation since his hiring. The company said $90 million of the compensation package was in the form of stock awards to cover equity Niccol left behind at Chipotle when moving to Starbucks to take the CEO role."It is clear that Starbucks has the money to reach a f ...
Johnson Fistel Investigates Potential Board Fiduciary Duty Breaches in the TreeHouse Foods Buyout
Globenewswire· 2025-11-10 15:32
SAN DIEGO, Nov. 10, 2025 (GLOBE NEWSWIRE) -- Shareholder rights law firm Johnson Fistel, PLLP has launched an investigation into whether the board members of TreeHouse Foods, Inc. (NYSE: THS) breached their fiduciary duties in connection with the proposed sale of the company to Investindustrial. If you own TreeHouse Foods shares and believe this proposed transaction undervalues your investment, please consider joining our investigation. To participate or learn more, you can click or copy and paste the follo ...
贵州“以旧换新”见成效 带动消费近500亿元
Sou Hu Cai Jing· 2025-11-10 06:22
消费场景加快创新,便民服务与文旅融合提速。全省累计打造140个商圈、116条商业步行街,贵阳市青云市集等成为热门打卡 地。围绕"一老一小"需求新增便民网点,推动"卖酒"向"卖生活方式"转型。离境退税政策落地后,境外旅客购物便利度显著提 升。县域商业体系持续完善,物流配送短板加快补齐,消费新业态试点城市申报工作有序推进。 为进一步提振消费,贵州推出四项具体举措:一是延续以旧换新政策,优化汽车置换补贴流程,取消地域限制;二是开展新车 购新促销,对10万元以下、10万—20万元、20万元以上新车分别补贴3000元、4000元、5000元;三是出台餐饮、商超、批发、 住宿等行业支持政策,建立三级帮扶机制;四是强化部门联动,定期协调解决企业困难,推动政策落地见效。 记者 刘云嵩 贵州省围绕群众品质生活需求,落实国家补贴政策,持续推进汽车、家电、家居等品类以旧换新。截至11月7日,全省累计推动 消费者置换汽车28.86万辆、家电数码家居377.5万件、电动自行车8.11万辆,带动相关消费497.62亿元。汽车置换更新申请量位 居全国第7,资金兑换率居全国第2。通讯器材类和日用品类限上零售额分别增长42.6%和15.6%。 ...
Starbucks Just Proved Its Coffee Shop Experience Doesn't Matter
Forbes· 2025-11-09 17:50
Core Insights - Starbucks' coffee delivery business has reached $1.0 billion, growing by 30% in the most recent quarter, indicating a significant shift in consumer behavior towards convenience over the traditional coffee shop experience [2][7][25] - The delivery growth suggests that many customers may not prioritize the in-store experience that Starbucks has historically emphasized, challenging the company's traditional business model [6][10][24] Business Model Evolution - The concept of Starbucks as a "third place" has been central to its brand identity, but changing consumer preferences indicate that this model may no longer be sufficient [4][5][10] - CEO Brian Niccol's strategy to enhance the in-store experience may need to adapt to the growing demand for mobile ordering and delivery services, as evidenced by 30% of transactions occurring through the mobile app [9][10][23] Infrastructure and Strategy - The closure of mobile order and pickup-only stores may not have been a wise decision, as there is a potential need for a "dark cafe" model that focuses on speed and efficiency [11][12] - A bifurcated strategy is suggested, where some locations cater to in-store customers while others focus on fulfillment and delivery [12][16] Omnichannel Retailing - The current retail landscape requires a balance between in-store experiences and digital-first approaches, as customers increasingly seek both options [14][15] - The infrastructure must be redesigned to accommodate both in-store patrons and mobile order fulfillment, indicating a need for separate operational strategies [16] Future Trends - The shift in consumer behavior towards convenience is not limited to Starbucks but is a broader trend affecting various retail sectors, including grocery and apparel [19][20][21] - Retailers that adapt quickly to these changes, focusing on convenience and fulfillment, are likely to thrive in the evolving market [25]
Week in review: The Nasdaq's worst week since April, three trades, and earnings
CNBC· 2025-11-08 17:20
Market Overview - The tech-heavy Nasdaq fell over 3%, marking its worst weekly performance since early April, while the S&P 500 declined by 1.6%, ending a three-week winning streak [1] - Concerns over high valuations in AI-related stocks contributed to the market decline, with Nvidia losing 7% and its $5 trillion market cap designation [1] - The ongoing government shutdown, the longest in U.S. history, is starting to negatively impact the economy, with job cuts reaching the highest level for any October in 22 years [1] Company-Specific Developments - Starbucks: The company is viewed positively despite recent stock declines, attributed to fears of a weakening consumer. The turnaround strategy under CEO Brian Niccol is seen as strong, with shares trading at lows not seen since early April [1] - Boeing: Following a disappointing earnings report, Boeing's stock dropped, but the long-term outlook remains positive due to improvements in its 737 program and increased production capacity [1] - GE Vernova: The company is benefiting from the demand for energy due to AI infrastructure growth, and the recent market downturn is seen as an opportunity to acquire more shares [1] - Eli Lilly: The company announced a pricing deal for weight-loss treatments that could expand its market. Positive mid-stage trial results for its obesity drug also contributed to a 7% increase in shares [1] - Eaton: The company reported mixed third-quarter results, beating adjusted EPS but missing on revenue. However, segment profit and profit margin reached new records [1] - DuPont: The company posted strong earnings following the spinoff of Qnity Electronics, with shares increasing by 16.5% to nearly $40 [1] - Texas Roadhouse: The company reported better-than-expected comps but raised its commodity inflation outlook due to higher beef prices, impacting profitability [1] - Qnity: The company is expected to grow from secular trends like AI, receiving a buy-equivalent rating and a price target of $110 [2]
Jim Cramer Says McDonald’s “Understands What Our Customers in Our Country and the World are Going Through”
Yahoo Finance· 2025-11-08 04:06
Group 1 - McDonald's Corporation is facing challenges in the restaurant industry but is responding by cutting prices significantly, which is proving effective [1] - The company reported disappointing revenue and earnings, leading to concerns about its stock performance; however, the price cuts are expected to attract customers [1] - The market reaction to McDonald's price cuts has been positive, with the stock finishing up despite overall market conditions [1] Group 2 - McDonald's operates and franchises restaurants that offer a variety of food items including burgers, chicken sandwiches, fries, beverages, and desserts [2]
I’m Glad I Don’t Have To Worry About China, Says Jim Cramer About Starbucks (SBUX)
Yahoo Finance· 2025-11-07 16:30
We recently published 8 Stocks Jim Cramer Talked About. Starbucks Corporation (NASDAQ:SBUX) is one of the stocks Jim Cramer recently discussed. Coffee chain Starbucks Corporation (NASDAQ:SBUX) made a big announcement earlier this week after it announced that it would sell 60% of its China business through a $4 billion deal. Despite the firm’s recent struggles, Cramer is a believer in the firm’s CEO Brian Niccol and his turnaround efforts. However, even though he’s a believer, the CNBC TV host commented la ...
Keurig Dr Pepper eyes $200M in supply chain savings from spinoff
Yahoo Finance· 2025-11-07 07:21
This story was originally published on Supply Chain Dive. To receive daily news and insights, subscribe to our free daily Supply Chain Dive newsletter. Dive Brief: Keurig Dr Pepper is projecting roughly $200 million in supply chain savings for its coffee business over the three years following its acquisition of JDE Peet’s, according to an investors presentation. As part of the acquisition, Keurig Dr Pepper will spin off its coffee unit into a separate entity, which executives expect will benefit from ...
X @Bloomberg
Bloomberg· 2025-11-07 07:08
Vietnam’s biggest coffee-producing province of Dak Lak appears to have dodged the worst of Typhoon Kalmaegi, according to initial assessments by an industry group after the storm made landfall overnight https://t.co/GFIYozZ6dO ...
Starbucks Bids Adieu to China. Why It Could Boost the Stock.
Barrons· 2025-11-07 06:00
Core Insights - The coffee maker is selling a 60% stake in the business to Boyu Capital [1] Company Summary - The transaction involves a significant equity stake, indicating a strategic partnership or investment [1] Industry Context - The move reflects ongoing trends in the coffee industry, where investments and partnerships are becoming increasingly common to enhance growth and market presence [1]