文章核心观点 - 星巴克任命前Chipotle CEO Brian Niccol为新CEO,取代仅任职17个月的Laxman Narasimhan [1][2] - 在Narasimhan任期内,星巴克面临销售下滑、中国市场竞争加剧、顾客消费意愿下降等诸多挑战,激进投资者据报道施加压力要求公司进行改革以提振股价 [3] 公司财务和运营情况 - 星巴克股价出现双底形态,预示着从之前的下跌趋势转为新的上升趋势 [5][6] - 股价短期可能会出现波动,存在获利了结的风险,因为相对强弱指标(RSI)显示股价已处于超买状态 [7] 股价走势分析 - 股价可能会回落至90美元附近,这一区域有水平支撑位和50%的斐波那契回撤位 [9] - 如果回撤更深,股价可能会下探至83美元附近的双底颈线位置 [10] - 股价可能会遇到98美元和107.50美元附近的阻力位 [11][12]

Leadership can make all the difference, as Starbucks (NASDAQ: SBUX) stock has shown with its largest one-day gain in history, which amounted to 24.5% after the company appointed former Chipotle (NYSE: CMG) CEO Brian Niccol as its new boss.Niccol became Chipotle’s CEO in 2018, and since then, CMG stock has surged 773%, being outperformed by only nine companies from the S&P 500 during this period.His effect on SBUX stock was immediately felt, as the 24.5% daily gain on the stock market replicated an increase ...

公司领导层变动 - 星巴克宣布任命Brian Niccol为新任CEO，他此前担任Chipotle的CEO [4] - Howard Schultz，星巴克的前CEO和主席，虽然已卸任，但其影响力依然存在，可能影响Niccol的领导 [5] - Schultz公开支持Niccol，认为他是星巴克需要的领导者 [1][14] Schultz的影响 - Schultz在2023年底被授予“终身名誉主席”称号，尽管已从董事会卸任，但仍通过公开信等方式对公司事务发表意见 [7][8] - Schultz频繁向公司领导层表达对市场表现和促销活动的担忧 [9] Niccol的背景与预期影响 - Niccol在Chipotle的任期内成功搬迁公司总部，加强食品安全措施，并在疫情期间增强在线业务，这些经验可能为星巴克带来新的方向 [12] - 分析师认为Niccol的零售运营经验是星巴克需要的，这与他前任Narasimhan的CPG背景形成对比 [13] - 市场分析师对Niccol的领导持乐观态度，认为他可能帮助星巴克减少Schultz的影响 [10]

公司高层变动 - 星巴克突然解雇了其首席执行官Laxman Narasimha，由Brian Niccol接任，他曾是Chipotle Mexican Grill的CEO和主席，新任命将于9月9日生效[2] 财务表现 - 星巴克第三季度同店销售额下降4%，连续第二个季度下滑，前一季度下降3%。与2023财年全年收入增长11.5%相比，公司正经历显著下滑[2] 业务策略问题 - 公司过去一年的业务策略转变，特别是大规模推出移动提前订单服务，导致许多门店因高需求而执行问题，影响了客户体验。同时，咖啡师感到过度劳累和薪酬不足，导致公司原有的高客户服务标准下滑[3] 门店环境变化 - 尽管过去几年许多门店进行了翻新并开设了新店，设计了适合坐下放松的氛围，但新策略转向减少座位，将一些星巴克门店转变为仅限驾车通过或取货的地点，这与Howard Schultz最初创建的社交和放松的零售空间愿景不符[4] 客户忠诚度 - 星巴克的平均忠诚客户每月访问18次，超级忠诚的10%粉丝群体几乎每天访问两次。尽管2024年美国客户满意度指数(ACSI)得分从去年的78上升到80，但公司在服务和执行上的问题以及环境变化可能影响客户忠诚度[5] 新CEO的期望 - Brian Niccol被认为是能够带领星巴克重回繁荣轨道的关键人物，他在Chipotle的领导期间，使公司收入从2017年的45亿美元增长到最近的99亿美元，净利润从2019年的6.3%增长到2023年的12.5%。他的任命使星巴克的股票飙升24.5%[6] 创始人的支持 - 星巴克创始人Howard Schultz完全支持Niccol的任命，他认为Niccol是星巴克在关键时刻所需的领导者，具有零售卓越和创造股东价值的记录[7] 未来策略 - 如果公司能够解决运营问题，重新审视门店设计策略，并重新创造曾经是星巴克标志的客户体验，Niccol可能能够扭转品牌。他还需要处理当前的员工士气挑战，并努力建立一个更强的文化，回归Schultz时代的良好状态[8]

CNBC's Jim Cramer on Tuesday discussed Starbucks' management shakeup, saying the new leadership will be crucial to turn the business around. The ubiquitous coffee chain on Tuesday announced it would replace current CEO Laxman Narasimhan with Brian Niccol, who is currently the CEO of Chipotle."Brian Niccol is the key to a new Starbucks, one that can reclaim its old mantle as the 'third place' — you just need to know that this turnaround can't happen overnight, he said. "But, I'm telling you, it's going to ha ...

Chipotle CEO Brian Niccol will take over as CEO of Starbucks Sept. 9, and he has the support of Starbucks founder and Chairman Emeritus Howard Schultz.“I know how excited [Schultz] is,” Starbucks board chair Mellody Hobson said during an interview with CNBC. “When I called him and told him what we were doing and what I have been working on and what the board had been pursuing, he said, ‘Mellody, that’s a home run.’”Schultz’s seal of approval heralds what leadership hopes will be a new era that addresses cha ...

Key TakeawaysStarbucks on Tuesday tapped Chipotle CEO Brian Niccol to lead the company as the world's largest coffeehouse chain seeks to regain its footing.During Niccol's tenure at Chipotle, the restaurant steadily expanded its footprint and grew sales at a rate well ahead of most competitors.At Starbucks, Niccols will have to address a slowdown in China as competition grows more intense in the company's second-largest global market, slumping U.S. sales and demands from activist investors that have grown l ...

Starbucks’ interim chief executive cashed in more than $341,000 in company stock on news that the java giant tapped Chipotle’s CEO Brian Niccol to replace its embattled boss Laxman Narasimhan, security filings show.Rachel Ruggeri — the Seattle-based coffee chain’s chief financial officer who will be its interim CEO until Niccol officially takes the reins on Sept. 9 — sold 3,750 shares to bag a windfall of $341,850, according to a Securities Exchange Commission filing. 4 Rachel Ruggeri, who is Starbucks’ C ...

Key TakeawaysThe S&P 500 added 1.7% on Tuesday, Aug. 13, as data showing softer-than-expected gains in wholesale prices reinforced rate-cut expectations.Starbucks shares soared after the coffee giant announced it hired Chipotle CEO Brian Niccol as its new top executive. Shares of Chipotle tumbled.Baxter International shares moved lower after the medtech firm announced the sale of its kidney health unit. Major U.S. equities indexes jumped higher after the latest Producer Price Index (PPI) data showed a lower ...

文章核心观点 - 近年来,星巴克股价表现波动,尤其是在前任CEO Laxman Narasimhan的任期内,股价下跌约6% [1][2] - 自1992年上市以来,星巴克已经有5位CEO,创始人Howard Schultz曾三次担任CEO [3] - 新任CEO Brian Niccol将面临美国门店同店销售下降、中国市场竞争激烈等挑战,需要应对消费者对价值的追求 [3] 公司表现 - 自1992年上市以来,星巴克股价已从上市时的$21.5涨至近$96,大幅超越标普500指数 [4] - Laxman Narasimhan任期内,股价下跌约6%,而同期标普500上涨37% [5] - Howard Schultz第三次担任CEO时,股价上涨约12% [6] - Kevin Johnson任期内,股价上涨超过55% [7] - Howard Schultz第一次担任CEO时,股价上涨超过10倍 [11] - Orin C. Smith任期内,股价几乎三倍增长 [10] - Jim Donald任期内,股价下跌超过25% [9]