This was a big shakeup.Investors in Starbucks (SBUX 0.53%) and Chipotle (CMG -2.78%) were met with a bit of a shock recently when it was announced that Chipotle CEO Brian Niccol would be leaving the company and taking the reins at Starbucks after its CEO, Laxman Narasimhan, was ousted. Niccol was highly successful at Chipotle, while Narasimhan was not so lucky in his tenure overseeing Starbucks.The market's reaction to the news could not be more different for the two companies' share prices. Starbucks' stoc ...

Starbucks has been in the news, but this lesser-known coffee chain has much bigger opportunities.Starbucks made big news last week with its poaching of Chipotle Mexican Grill's superstar CEO Brian Niccol. Starbucks stock shot up more than 20% after the announcement, and it was a shot of caffeine that the coffee king has been desperately needing.Investors have confidence in Niccol's ability to get Starbucks back to growth, but it's somewhat premature. He's not even starting until September, and it's going to ...

In this articleSBUXMobile order and Uber Eats and Doordash delivery pick up area at Starbucks coffee shop, Queens, New York. Lindsey Nicholson | UCG | Universal Images Group | Getty ImagesIt's become a familiar sight at Starbucks cafes: a counter crowded with mobile orders, frustrated customers waiting for the drinks they ordered and overwhelmed baristas trying to keep up with it all.Fixing that problem will likely top incoming CEO Brian Niccol's list of tasks to turn around the struggling coffee giant when ...

Starbucks soared as it poached Chipotle's fearless leader.It's not often that a personnel change can move a stock by double-digit percentages, but that's exactly what happened on Tuesday, when Chipotle (CMG -2.78%) CEO Brian Niccol said he was jumping ship for the top job at Starbucks (SBUX 0.53%). Chipotle stock was down 11% as of Tuesday morning, while Starbucks had jumped 21%. Altogether, Niccol's move represented close to a $30 billion swing in market cap.Niccol is rightly regarded as something of a sta ...

Niccol will face new challenges as he takes over the struggling coffee giant.The news that Chipotle (CMG -2.78%) CEO Brian Niccol has jumped ship to move to Starbucks (SBUX 0.53%) sent shock waves across the restaurant industry. Niccol has had a successful tenure at Chipotle with rapid expansion, revenue growth in the double digits, and procedural changes that addressed the setbacks that hurt Chipotle in previous years.However, Starbucks presents its own challenges. Howard Schultz has been Starbucks' only t ...

文章核心观点 - Chipotle Mexican Grill (CMG) 的CEO Brian Niccol 即将离职，于九月接任 Starbucks (SBUX) 的CEO职位，这引发了投资者对两家公司股票选择的关注[1] 增长比较 - Chipotle 在过去的五年中，股价上涨超过200%，而 Starbucks 则下跌了2%[2] - Chipotle 预计2024财年的每股收益(EPS)将增长20%，达到$1.08，2025财年预计增长18%[3] - Chipotle 的总销售额预计今年增长15%，2025财年增长13%，达到$127.9亿[4] - Starbucks 预计2024财年的EPS基本持平，2025财年增长11%，达到$3.94[9][10] - Starbucks 的总销售额预计2024财年增长1%，2025财年增长6%，达到$388.4亿[11] 估值比较 - Starbucks 的估值更具吸引力，其市盈率(P/E)为26.6倍，接近S&P 500的23.3倍，而Chipotle的市盈率则显著高于市场，为49.7倍[14] 资产负债表比较 - Chipotle 的财务状况更强，拥有$14.9亿现金及等价物，总资产$89.2亿，总负债$52亿[17] - Starbucks 拥有$33.9亿现金及等价物，但总负债高达$380.4亿，总资产为$301.1亿[19] 最终思考 - Starbucks 需要改善其整体运营表现，因为其资产负债表显示出破产风险[21] - 在Brian Niccol的领导下，Starbucks 有望达到他在Chipotle时的高绩效标准，两家公司的股票目前均为Zacks Rank 3 (Hold)，考虑到其良好的前景，两者都是可行的长期投资，尽管未来可能会有更好的买入机会[22]

文章核心观点 - 星巴克作为一家曾经引领现代咖啡文化的公司,如今正面临着新的挑战 [1] - 公司最近三个季度的业绩表现不佳,包括同店销售和收益下降 [1] - 这一挑战部分源于通胀压力,消费者不再愿意为高价咖啡买单 [1] - 此外,公司门店的顾客体验也出现了恶化,等候时间增加,网上订单被放弃 [1] 根据相关目录分别进行总结 公司历史和创始人 - 星巴克创始人霍华德·舒尔茨在1987年将一家区域性的小型咖啡店发展成为一家全球性的巨头公司 [1] - 舒尔茨曾两次退休,但在公司遇到困难时又先后两次重新担任CEO [2] - 舒尔茨认为公司正在"向平庸"发展,公司的"光环"已经消失 [3] 公司业绩和客户体验 - 公司最近三个季度的业绩表现不佳,同店销售和收益下降 [1] - 这部分是由于通胀压力,消费者不再愿意为高价咖啡买单 [1] - 此外,公司门店的顾客体验也出现了恶化,等候时间增加,网上订单被放弃 [1] 公司未来发展 - 公司最近突然解雇了新任CEO拉克斯曼·纳拉西姆汉,改聘前Chipotle CEO布莱恩·尼科尔 [2] - 尼科尔能否成功扭转公司局面还有待观察 [4]

文章核心观点 - 星巴克将支付新任CEO Brian Niccol丰厚的薪酬待遇 [1][2][3][4][5][6] - Niccol将同时担任星巴克董事长和CEO [8] - Niccol不需要搬家到总部所在地西雅图,可以继续从加州通勤 [9] - Niccol离开前东家Chipotle时表示公司业务状况良好,有望实现增长 [10][11] - Niccol表示对加入星巴克感到兴奋,希望能推动公司增长并提升顾客体验 [12] 公司概况 - 星巴克将支付Niccol年薪160万美元作为初始基本工资 [2] - 星巴克还将给予Niccol1000万美元签约奖金,以及价值7500万美元的补偿性股权激励 [4][5] - Niccol还有资格获得年度现金奖金,目标为基本工资的225%,最高450% [6] - 从下一财年开始,Niccol还可获得价值2300万美元的年度股权激励 [6] 行业动态 - Niccol此前担任Chipotle的CEO约6年时间 [9] - Niccol离开Chipotle时表示公司业务状况良好,有望实现增长 [10][11]

Shares of the coffee chain soared on news of a new CEO.Shares of Starbucks (SBUX 1.04%) were skyrocketing this week after the coffee giant stunned investors by dumping CEO Laxman Narasimhan just 17 months into his tenure and naming Chipotle (CMG 4.49%) CEO Brian Niccol as its next leader.Niccol is highly regarded for arriving at Chipotle when the business was still crushed by the E. coli crisis and leading a successful turnaround. The stock has been up roughly 800% since then.Starbucks investors are clearly ...

Former Taco Bell and Chipotle boss Brian Niccol is being paid top dollar to revive Starbucks. (Photo ... [+] by Robin Marchant/Getty Images)Getty ImagesAs it seeks to reverse declining sales, reenergize the brand and address a problematic Chinese market, Starbucks has not only turned to a new boss but put a slam dunker of a corporate package on the coffee table.The new chief executive of coffee house giant Starbucks is set to receive a sign-on pay package that, should he hit all his objectives, could be wor ...