Starbucks Corporation (SBUX)
We went to Starbucks' first investor day in 3 years, toured its new café model, and saw its comeback plan in action
Two Business Insider reporters attended Starbucks' Investor Day, one in person and one virtually. The vibe in the building, featuring coffee samples and collectible merch, was enthusiastic.
Starbucks' Turnaround Strategy Drowned Out Strike Noise As U.S. Sales Rose 4%
Dissatisfaction among some Starbucks baristas has been brewing for years, ever since a Buffalo store voted to unionize in December 2021. More stores followed to form the Starbucks Workers United, which claims some 600 stores have joined its ranks—amounting to only 5% of the 11,000 North American stores.
Starbucks: An Offensive Reset Is Brewing At Starbucks - Buy
Starbucks (SBUX) is executing a service-led turnaround, prioritizing throughput and customer experience to drive comparable sales growth and restore margins. SBUX delivered a 4% YoY increase in Q1 FY26 comparable store sales, signaling early success of the Back to Starbucks strategy despite ongoing margin pressure. Management reinstated FY26 guidance with positive comparable sales and operating profit margin improvement, and set FY28 targets for >5% sales growth and 13.5%-15% margins.
Starbucks Gets a Jolt After Earnings, But Will the Buzz Last?
Starbucks posted revenue of $9.92 billion, which came in ahead of the forecast for $9.62 billion. Earnings per share (EPS), however, came in at 56 cents, which missed estimates by 3 cents.
Starbucks Is Boring
Some investors said that Starbucks Corp. (NASDAQ: SBUX) earnings were a sign of a turnaround.
Starbucks Corporation (SBUX) Analyst/Investor Day Transcript
Starbucks Corporation (SBUX) Analyst/Investor Day Transcript
Starbucks Comp Sales: Why New Stores Don't Matter If Old Ones Are Dying
Starbucks ( NASDAQ:SBUX ) can open 650 new stores this year, but if 16,000 existing U.S.
Starbucks Brings Back Tiered Rewards Program
Starbucks is preparing to launch an updated version of its loyalty rewards program. Beginning March 10, the coffee chain will offer a three-tiered rewards structure, with “Green,” “Gold” and “Reserve” levels each offering new, exclusive benefits, the company announced at its Thursday (Jan. 29) 2026 Investor Day.
Starbucks CEO lays out long-term growth plan, aims to open thousands of new stores
Starbucks' shares fell about 2% on Thursday after the much-awaited long-term targets were announced.
Starbucks to reintroduce tiers to loyalty program to encourage more visits
Starbucks Rewards will reinstitute tiers as part of the company's bid to encourage customers to visit more frequently. The coffee chain made the announcement at its investor day.
Starbucks to unveil long-term outlook at investor day, as Niccol says turnaround is just beginning
Starbucks is hosting an investor day in New York City, and executives are expected to share more about their vision for the company and release a long-term forecast. The coffee chain has been in turnaround mode under CEO Brian Niccol.
Starbucks' turnaround is showing progress. I can see why after I visited.
Starbucks says sales are up. The "Back to Starbucks" changes look like they're actually working.
