Starbucks Just MIGHT Be Starting To See The (Asset) Lite Via China (Upgrade) [Seeking Alpha]
Starbucks Corporation (SBUX)
Last starbucks corporation earnings: 4/28 04:05 pm
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US:NASDAQ Investor Relations:
investor.starbucks.com/ir-home/default.aspx
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Source: Seeking Alpha
Niccol's approach is tactical—focused on reducing wait times, merchandise expansion, and reviving legacy restaurant models. Recent earnings and investor day communications indicate SBUX's growth will stem from these incremental, operational improvements. The company's strategy lacks a broader, transformative vision, relying instead on iterative enhancements to the existing business model. Niccol's tweaks to the existing model will not deliver the superior returns that the current share price anticipates. They will not produce the anticipated returns. But an asset-lite refranchising model will improve returns and provide a better chance of achieving the returns anticipated by the share price. SCQBJ-JZ/iStock Editorial via Getty Images NEW YORK (February 15)—I've long said that Brian Niccol is a master marketeer. The ads and puff he's built around Starbucks ( SBUX ) make him one of the great “ Madmen ” of This article was written by Analyst's Disclosure: I/we have no stoc
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SBUX
News
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- Is Starbucks (SBUX) Pricing Look Stretched After Recent Share Price Rebound? [Yahoo! Finance]Yahoo! Finance
- StockX co-founder Josh Luber on why collectibles are the new stock market [Yahoo! Finance Canada]Yahoo! Finance Canada
- Starbucks: The Growth Story Is Not Compelling Enough At The Current Valuation (Rating Downgrade) [Seeking Alpha]Seeking Alpha
SBUX
Earnings
- 1/28/26 - Miss
SBUX
Sec Filings
- 2/18/26 - Form PX14A6G
- 2/18/26 - Form PX14A6G
- 2/18/26 - Form PX14A6G
- SBUX's page on the SEC website