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Starbucks

34 atoms · 跨 10 天 · 首见 2026-04-21 · 最近 2026-06-29

三色: 🟦 fact 27 · 🟥 take 7 · stance ▲8/▼8/◆1

叙事状态: 🍂 fading (退潮) · 💤 沉寂 · 策展近14d 0 atom · 🐦 X 近14d 1

状态只算低频策展源 (群/卖方); X firehose 仅作背景音量

来源: X 34

时态: fresh:31 · aging:2 · stale:1

标签: 好数字:20 · 好观点:7 · 好思考:5 · 好信源:5

🟨 AI 综合 · junior analyst 概览

展开 AI 综合 (灰色 · 非市场结论 · 点击数字溯源到原 atom)

model: deepseek-chat · 2026-07-12 · 默认折叠

Starbucks Q2 2026全球可比门店销售增长6.2% ¹, 管理层称Back to Starbucks计划推动营收与利润双增长 ¹. 公司上调全年指引至可比销售至少增长5% ¹, 并明确营收改善先行、盈利增长随后 ¹. 但营收仍面临增长乏力的压力 ¹, 成本也在快速攀升 ¹. 此外, 聚焦外卖模式损害了堂食体验 ¹, 而AI库存盘点程序因频繁数错杯子已被关停 ¹ ¹.

🧭 拥挤度 (一人一票): ▲ 2 位作者 (KOL2) vs ▼ 3 位作者 (KOL3)

🟦 客观事实 (facts) (15)

<a id="atom-025e49c2a9163170"></a>🟦 2026-04-29 X·@zerohedge · comparable sales rising at least 5% this year, up from previous view of 3% or more · 业绩指引/营收
now sees comparable sales rising at least 5% this year, up from its previous view of 3% or more
tags: 好数字 · → daily
<a id="atom-793985375cc7b18a"></a>🟦 2026-04-28 X·@TheTranscript_ · Q2 2026 营收 · 营收/财报
Q2 Consolidated Net Revenues: $9.5 billion
tags: 好数字 · → daily
value: qty=$9.5B · date=Q2 2026
[图: 星巴克2026财年第二季度业绩新闻稿 — Q2 Consolidated Net Revenues: $9.5 billion; Global Q2 Comparable Store Sales Growth: 6.2%; Q2 GAAP EPS: $0.45; Q2 Non-GAAP EPS: $0.50; Total stores at the
📷 原图
<a id="atom-5352b651793e2b40"></a>🟦 2026-04-28 X·@TheTranscript_ · Q2 2026 全球可比门店销售增长率 · 营收/出货量
Global Q2 Comparable Store Sales Growth: 6.2%
tags: 好数字 · → daily
value: qty=6.2% · date=Q2 2026
[图: 星巴克2026财年第二季度业绩新闻稿 — Q2 Consolidated Net Revenues: $9.5 billion; Global Q2 Comparable Store Sales Growth: 6.2%; Q2 GAAP EPS: $0.45; Q2 Non-GAAP EPS: $0.50; Total stores at the
📷 原图
<a id="atom-ced90e1b305a7d95"></a>🟦 2026-04-28 X·@TheTranscript_ · Q2 2026 GAAP EPS · 盈利能力/财报
Q2 GAAP EPS: $0.45
tags: 好数字 · → daily
value: qty=$0.45 · date=Q2 2026
[图: 星巴克2026财年第二季度业绩新闻稿 — Q2 Consolidated Net Revenues: $9.5 billion; Global Q2 Comparable Store Sales Growth: 6.2%; Q2 GAAP EPS: $0.45; Q2 Non-GAAP EPS: $0.50; Total stores at the
📷 原图
<a id="atom-4d75dd68bb0c9247"></a>🟦 2026-04-28 X·@TheTranscript_ · Q2 2026 Non-GAAP EPS · 盈利能力/财报
Q2 Non-GAAP EPS: $0.50
tags: 好数字 · → daily
value: qty=$0.50 · date=Q2 2026
[图: 星巴克2026财年第二季度业绩新闻稿 — Q2 Consolidated Net Revenues: $9.5 billion; Global Q2 Comparable Store Sales Growth: 6.2%; Q2 GAAP EPS: $0.45; Q2 Non-GAAP EPS: $0.50; Total stores at the
📷 原图
<a id="atom-58f10057b7c5bdd8"></a>🟦 2026-04-28 X·@TheTranscript_ · Q2 2026 总门店数 · 出货量/财报
Total stores at the end of Q2: 41,129
tags: 好数字 · → daily
value: qty=41,129 · date=Q2 2026
[图: 星巴克2026财年第二季度业绩新闻稿 — Q2 Consolidated Net Revenues: $9.5 billion; Global Q2 Comparable Store Sales Growth: 6.2%; Q2 GAAP EPS: $0.45; Q2 Non-GAAP EPS: $0.50; Total stores at the
📷 原图
<a id="atom-2fabdc273a9a8073"></a>🟦 2026-05-21 X·@Techmeme · shut down AI inventory program · 供应链/安全事故
Sources: Starbucks shut down an AI program for automating inventory counts, nine months after deploying it, after it frequently miscounted and mislabeled items
tags: 好信源 · → daily
value: date=nine months after deploying
<a id="atom-6916a9a8e866b8f4"></a>🟦 2026-04-28 X·@TheTranscript_ · 业绩增长顺序指引 · 业绩指引/盈利能力
We’ve been clear that topline improvement would come first, with earnings growth to follow.
tags: 好思考 · → daily
[图: 星巴克2026财年第二季度业绩新闻稿 — Q2 Consolidated Net Revenues: $9.5 billion; Global Q2 Comparable Store Sales Growth: 6.2%; Q2 GAAP EPS: $0.45; Q2 Non-GAAP EPS: $0.50; Total stores at the
📷 原图
<a id="atom-80cebe66163fe64a"></a>🟦 2026-04-28 X·@fiscal_ai · 交易量增长 · 订单需求/盈利能力
fastest transactions growth in 10 quarters
tags: 好数字 · → daily
value: qty=fastest · date=10 quarters
📷 原图
<a id="atom-b5de3bfdeb98ed4f"></a>🟦 2026-04-21 X·@TrungTPhan · rewards app 用户数 · 用户数据
rewards app has 34m users
tags: 好数字 · → daily
value: qty=34m · date=2026-04-21
<a id="atom-684a02c47ea09206"></a>🟦 2026-04-21 X·@TrungTPhan · rewards app 储值总额 · 现金流
~$2B of stored funds
tags: 好数字 · → daily
value: qty=~$2B · date=2026-04-21
<a id="atom-dd09b639952b78fc"></a>🟦 2026-04-21 X·@TrungTPhan · 移动订单占比 · 订单需求/出货量
mobile orders now 30%+ of US sales
tags: 好数字 · → daily
value: qty=30%+ · date=2026-04-21
<a id="atom-59c3c068ed142b92"></a>🟦 2026-06-12 X·@ABC87791035 · 日米落差が生む皮肉と日本事業売却検討 · 并购
スタバ「日米落差」が生む皮肉　変質した米本社、日本事業売却を検討
tags: 好信源 · → daily
value: direction=売却検討
<a id="atom-74579eca8c4b61d5"></a>🟦 2026-06-01 X·@patio11 · 座位密度 · 门店运营
By eyeball seating density has actually increased versus what it had previously
tags: 好思考 · → daily
value: direction=increase
<a id="atom-742db011103bf73b"></a>🟦 2026-06-29 X·@doodlestein · owns all the stores and would want to own/control 100% of any system they use · 竞争格局/合作客户
Starbucks is tough because they own all the stores and would want to own/control 100% of any system they use.
tags: 好观点 · → daily

🟥 多头 takes (bullish) (2)

<a id="atom-90f6d961bdf891fc"></a>🟥 2026-04-28 X·@TheTranscript_ [老化中] · Q2 2026 业绩性质 · 管理层表态
Our second quarter marked the turn in our turnaround as our Back to Starbucks plan drove both top and bottom line growth.
tags: 好观点 · → daily
[图: 星巴克2026财年第二季度业绩新闻稿 — Q2 Consolidated Net Revenues: $9.5 billion; Global Q2 Comparable Store Sales Growth: 6.2%; Q2 GAAP EPS: $0.45; Q2 Non-GAAP EPS: $0.50; Total stores at the
📷 原图
<a id="atom-ef99fa7f6e32196f"></a>🟥 2026-04-21 X·@TrungTPhan · 年度资金持有收益 · 盈利能力/现金流
Starbucks effectively paid $200m+ a year to hold
tags: 好思考 · → daily
value: qty=$200m+ · date=2026-04-21

🟥 空头 takes (bearish) (4)

<a id="atom-01fa3d686d802d52"></a>🟥 2026-05-26 X·@ChemStat66667 · 营收增长乏力 · 营收/价格动态
売り上げは伸び悩んでいる
tags: 好观点·好思考 · → daily
value: qty= · date=2014-2026
[图: 星巴克2014至2026年季度营收（上方）与成本（下方）构成的堆叠柱状图 — 最高营收刻度: 12,000 M$; 最大成本刻度: -12,000 M$; 时间跨度: 2014-2026]
📷 原图
<a id="atom-093bc53b860c5ae6"></a>🟥 2026-05-26 X·@ChemStat66667 · 成本快速上升 · 盈利能力/成本控制
コストはグングン増えていて
tags: 好观点·好思考 · → daily
value: qty= · date=2014-2026
[图: 星巴克2014至2026年季度营收（上方）与成本（下方）构成的堆叠柱状图 — 最高营收刻度: 12,000 M$; 最大成本刻度: -12,000 M$; 时间跨度: 2014-2026]
📷 原图
<a id="atom-3c1b117083ffc25f"></a>🟥 2026-05-29 X·@DataChaz · AI counting accuracy · 产品发布/订单需求
Starbucks' AI can't even count coffee cups right
tags: 好观点 · → daily
value: qty= · date= · direction=negative
<a id="atom-432c969d28d19c93"></a>🟥 2026-04-21 X·@TrungTPhan [老化中] · 堂食体验受影响 · 门店体验
focus on grab n' go is ruining in-store experience
tags: 好观点 · → daily

🟦 新闻流 (squawk · 13)

展开新闻流 (FirstSquawk / financialjuice / wallstengine / DeItaone — 快讯, 非原创 take)

<a id="atom-3c586f779d75d905"></a>🟦 2026-06-18 X·@wallstengine · 计划在印度每年新开店铺数量 · 供给产能
Starbucks is planning to open 50 to 100 new stores per year in India, as competition in coffee gets more crowded.
tags: 好数字 · → daily
value: qty=50-100 · date=每年
📷 原图
<a id="atom-b784f7f14c369c16"></a>🟦 2026-05-21 X·@FirstSquawk · scrapped an AI program designed to reduce product shortages · 库存
STARBUCKS HAS SCRAPPED AN AI PROGRAM DESIGNED TO REDUCE PRODUCT SHORTAGES, ACCORDING TO AN INTERNAL NEWSLETTER AND SOURCES.
tags: 好信源 · → daily
<a id="atom-10af5bf7055f0463"></a>🟦 2026-05-21 X·@wallstengine · AI inventory tool retired · 技术路线
Starbucks $SBUX has reportedly retired a worker-facing AI tool meant to automate inventory counts and help fix product shortages, Reuters says. The program was shut down this week, just nine months after being deployed across North American stores.
tags: 好信源 · → daily
value: date=this week
<a id="atom-29afc61cc82d63fb"></a>🟥 2026-04-29 X·@FirstSquawk [老旧] · RBC目标价上调 · 评级目标价
RBC raises Starbucks target price to $110 from $105
tags: 好数字 · → daily
value: qty=$110 · date=当前
<a id="atom-6ced003db26cb3a3"></a>🟦 2026-04-28 X·@FirstSquawk · Q2 Revenue · 营收
STARBUCKS POSTED Q2 REVENUE OF $9,500 MILLION VERSUS THE IBES ESTIMATE OF $9,157 MILLION
tags: 好数字 · → daily
value: qty=$9,500 million · date=Q2 FY2026
<a id="atom-2705b01359d0d930"></a>🟦 2026-04-28 X·@FirstSquawk · Q2 Adjusted EPS · 盈利能力
WITH ADJUSTED EPS OF $0.50 BEATING THE $0.43 FORECAST
tags: 好数字 · → daily
value: qty=$0.50 · date=Q2 FY2026
<a id="atom-11c0071b980b48aa"></a>🟦 2026-04-28 X·@FirstSquawk · Q2 GAAP EPS · 盈利能力
EPS OF $0.45
tags: 好数字 · → daily
value: qty=$0.45 · date=Q2 FY2026
<a id="atom-ac8daf1bbfee77a4"></a>🟦 2026-04-28 X·@FirstSquawk · Q2 Adjusted Operating Margin · 盈利能力
AN ADJUSTED OPERATING MARGIN OF 9.4%
tags: 好数字 · → daily
value: qty=9.4% · date=Q2 FY2026
<a id="atom-f216aa85c778a369"></a>🟦 2026-04-28 X·@FirstSquawk · FY 2026 Global and US Comparable Store Sales Growth Guidance · 业绩指引
STARBUCKS' FY 2026 OUTLOOK PROJECTS GLOBAL AND US COMPARABLE STORE SALES GROWTH OF 5.0% OR HIGHER
tags: 好数字 · → daily
value: qty=5.0% or higher · date=FY2026
<a id="atom-a7374bee10dec42f"></a>🟦 2026-04-28 X·@FirstSquawk · FY 2026 Adjusted EPS Guidance · 业绩指引
ADJUSTED EPS OF $2.25–$2.45
tags: 好数字 · → daily
value: qty=$2.25–$2.45 · date=FY2026
<a id="atom-88361d8c006dae11"></a>🟦 2026-04-28 X·@FirstSquawk · FY 2026 Consolidated Net Revenue Guidance · 业绩指引
ROUGHLY FLAT CONSOLIDATED NET REVENUES
tags: 好数字 · → daily
value: direction=roughly flat · date=FY2026
<a id="atom-f4d14989edc346e5"></a>🟦 2026-04-28 X·@FirstSquawk · FY 2026 Non-GAAP Operating Margin Guidance · 业绩指引
A SLIGHT UPTICK IN NON-GAAP CONSOLIDATED OPERATING MARGIN
tags: 好数字 · → daily
value: direction=slight uptick · date=FY2026
<a id="atom-c6f1909a23e6ec5b"></a>🟦 2026-04-28 X·@FirstSquawk · CEO 陈述未观察到宏观经济影响传导至消费者行为 · 管理层表态
STARBUCKS CEO NICCOL: WE HAVEN'T OBSERVED MACROECONOMIC EFFECTS FILTERING DOWN INTO CONSUMER BEHAVIOR — CONFERENCE CALL.
tags: 好信源·好观点 · → daily

⏱ 时间轴 (近 20)

🟦 2026-06-29 · fact · owns all the stores and would want to own/control 100% of an · → daily
🟦 2026-06-18 · forecast · 计划在印度每年新开店铺数量 · → daily
🟦 2026-06-12 · fact · 日米落差が生む皮肉と日本事業売却検討 · → daily
🟦 2026-06-01 · fact · 座位密度 · → daily
🟥 2026-05-29 · narrative · AI counting accuracy · → daily
🟥 2026-05-26 · narrative · 营收增长乏力 · → daily
🟥 2026-05-26 · narrative · 成本快速上升 · → daily
🟦 2026-05-21 · fact · scrapped an AI program designed to reduce product shortages · → daily
🟦 2026-05-21 · fact · AI inventory tool retired · → daily
🟦 2026-05-21 · fact · shut down AI inventory program · → daily
🟥 2026-04-29 · position · RBC目标价上调 · → daily
🟦 2026-04-29 · fact · comparable sales rising at least 5% this year, up from previ · → daily
🟦 2026-04-28 · fact · Q2 Revenue · → daily
🟦 2026-04-28 · fact · Q2 Adjusted EPS · → daily
🟦 2026-04-28 · fact · Q2 GAAP EPS · → daily
🟦 2026-04-28 · fact · Q2 Adjusted Operating Margin · → daily
🟦 2026-04-28 · fact · FY 2026 Global and US Comparable Store Sales Growth Guidance · → daily
🟦 2026-04-28 · fact · FY 2026 Adjusted EPS Guidance · → daily
🟦 2026-04-28 · fact · FY 2026 Consolidated Net Revenue Guidance · → daily
🟦 2026-04-28 · fact · FY 2026 Non-GAAP Operating Margin Guidance · → daily

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