CMG's Throughput Push Accelerates: Can HEEP Reshape Store Economics? (Revised) [Yahoo! Finance]
Starbucks Corporation (SBUX)
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Source: Yahoo! Finance
A key area of emphasis is restaurant throughput, supported by the rollout of its high-efficiency equipment package (HEEP). The initiative is aimed at improving speed, accuracy and consistency across the system. HEEP consists of upgraded kitchen equipment, including dual-sided planchas, three-pan rice cookers and higher-capacity fryers, designed to simplify preparation and improve line flow while preserving food quality. As of the third quarter of 2025, the package has been installed in roughly 175 restaurants. Early results point to improved labor efficiency, more consistent culinary execution and higher guest satisfaction scores, alongside yield savings that can support unit-level economics. Chipotle has approached the rollout with operational discipline, positioning HEEP as a long-term structural investment. Faster cook times and more efficient labor deployment are allowing restaurants to handle higher volumes more reliably, particularly during peak demand windows. Management ex
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