8legs: Brian niccol

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#1 out of 41.7K est. views

Stephanie Link endorses Starbucks as a turnaround play, citing early signs of progress under Niccol.
North America same-store sales were flat in the latest quarter, signaling stabilization after declines.
International growth showed resilience with 3% growth and China up 2%, supporting the turnaround narrative.
Profitability could rise to mid-teens margins from about 9%, according to Deutsche Bank's projections cited in the piece.
Link sees earnings power potentially reaching $3.50 to $4, with a stock multiple around 24 times earnings upon earnings uplift.
Analysts may re-rate the stock as expectations catch up with Link's view, potentially expanding the multiple.
The article notes Wall Street remains largely skeptical, providing a potential entry point for investors.
Niccol is expected to outline a detailed growth plan at an investor day following quarterly results.
The Green Apron Service is highlighted as a key initiative to speed up delivery and overall service times.

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#2 out of 43.9K est. views

Mrf.lu and 1 more

Starbucks’ inner circle under CEO Brian Niccol is laid out in a leaked org chart, showing direct reports who are central to the brand’s turnaround strategy and execution.
Anand Varadarajan has been named chief technology officer since January 19, signaling a tech-led push in the turnaround.
Cathy Smith remains CFO with a substantial global team (over 2,000) and nine direct reports, focusing on financial health amid the revamp.
Sara Kelly, chief people officer, has a long tenure and oversees talent strategy with seven direct reports and about 600 staff.
Brady Brewer oversees international with seven direct reports serving roughly 6,500 staff, indicating a regional focus in the turnaround.
Tressie Lieberman, chief brand officer, leads marketing with five direct reports and a 600+ staff, reflecting a brand-led revival element.
Dominic Carr’s role as chief communications and corporate affairs officer includes six direct reports and a key external reputation remit.
Pilar Ramos, new chief legal officer, heads a five-person legal team overseeing a 249-member staff, marking a focused compliance effort.
Mike Grams, COO, directly oversees more than 24,000 staff with 10 direct reports, underscoring operational scale in the turnaround playbook.
A batch of Chipotle-era executives—now at Starbucks—illustrates Niccol’s strategy of surrounding himself with trusted lieutenants from past turnarounds.

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#3 out of 43.4K est. views

Starbucks stock jumped about 9% on the day after the Q1 earnings release as investors welcomed early momentum in the turnaround plan.
The company reported 4% global same-store sales growth in Q1, signaling improving demand through higher ticket sizes and transactions.
CEO Brian Niccol said momentum in the turnaround plan is materializing as top-line growth follows improved customer visits.
Regionally, North America and the US each posted 4% comparable store sales growth, with international sales up 5% and China up 7%.
Starbucks disclosed progress while acknowledging remaining work to meet a four-minute service target during slower periods.
Investor enthusiasm followed the earnings report, with shares rising as the market digested the quarterly results.
Starbucks announced the sale of a 60% controlling stake in its China business to Boyu Capital earlier, influencing regional sales dynamics.
The earnings release highlighted momentum in Starbucks' 'Back to Starbucks' revamp as the company works toward long-term margin and earnings growth.
The company's quarterly performance kept focus on customer traffic and average ticket size as primary growth drivers.
Executive comments emphasized momentum while acknowledging opportunities to improve in slower hours.

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#4 out of 49.6K est. views

Starbucks signals a strategic push into wellness with personalized energy drinks and protein/fiber snacks.
Niccol says wellness is a core focus as the company seeks to revive momentum and redefine the 'third place'.
Starbucks reports a positive first-quarter showing with a rebound in comparable transactions.
The wellness expansion follows successful protein-focused products rolled out in 2025.
Starbucks formed a new snack partnership to broaden protein offerings in early January.
CFO Cathy Smith notes protein launches are a key traffic driver for new occasions.
Niccol emphasizes that awareness of wellness offerings remains a challenge despite strong trial.
Starbucks aims to be a daily wellness stop, expanding healthy options for afternoon consumption.
The wellness push includes plans to offer more options for the afternoon reset and broader wellness platform.

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