A Chinese coffee giant with tens of thousands of locations worldwide is quietly planting its flag in New York City, and the timing could not be worse for a Starbucks already struggling to keep pace with the broader market.
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RBC Capital Markets managing director, Rishi Jaluria, shares a few of his thoughts on the software sector and the fear of AI disruption.
Limited-time-offers (LTOs) bring consumers back to stores they may not have visited in a while and in rare cases, they may get a shopper to go someplace they rarely, or never, visit. In other cases, an LTO simply gets a customer to spend more than they otherwise might have. Starbucks, for example, ...
Starbucks is winning the comeback battle in 2026, but Dutch Bros' recent pullback could be a compelling long-term buying opportunity.

SpaceX (SPCX) canceled the test launch of its latest Starship rocket on Thursday due to engine ignition failure. The space venture's stock sinks lower ahead of Friday's close after already dropping below its mega-IPO price earlier this week. William Blair research analyst of industrials Louie DiPalma — whose firm maintains an Outperform rating on SpaceX's stock — comes on to talk more about the opportunities and risks ahead for Elon Musk's company.
Starbucks (SBUX) fiscal Q3 North America same-store sales are poised to be in-line with consensus, w
MasTec is the Zacks Bull of the Day as infrastructure and energy demand support growth, while Papa John's is the Bear amid sales and margin pressures.
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A federal judge has dismissed a lawsuit filed against the coffee shop giant, agreeing that its former CEO did not make “flagrantly false” statements about its sales results.
Among the chains in this year’s QSR Contenders list, which will be fully unveiled in August alongside the QSR 50, and sorts 50 brands by systemwide sales outside the top group, there was one that flashed from a growth perspective: Cinnabon. The 1984-founded treat concept, part of GoTo Foods’ seven-brand lineup (the company bought it […]
Traditional software systems may have an expiration date, sooner than big technology development companies may expect.
SBUX and MCD are strengthening customer engagement through loyalty, value offerings and operational improvements as they compete for growth.

Health experts have linked a recent US outbreak of the cyclospora parasite to fresh produce, such as lettuce. Morning Brief Host Julie Hyman is joined by Yahoo Finance Tech Editor Dan Howley and Business Insider Today executive editor Dan DeFrancesco to talk further about the source of this outbreak in US crops and how fast-food companies are reacting to this.
The key tailwind that has propelled this business in the past will drive its success in the future.
US restaurant and food distribution companies likely saw a mixed second quarter, with largely stable
Starbucks is scheduled to report its third-quarter results soon, and analysts expect a double-digit earnings increase.
Starbucks stock has delivered a strong 26.4% gain year to date, while both the Discounted Cash Flow (DCF) intrinsic value estimate and earnings based multiples currently point to the shares trading at a premium rather than as a clear bargain. The 26.4% year to date return suggests investors have already priced in a meaningful part of the turnaround story and cost savings potential. Efforts to cut software spending through in house AI tools and wider cost reductions can support future cash...
Restaurant and food companies continue to see mixed performance, as stronger operators outperform wh
McDonald's and Starbucks have moved in sharply opposite directions this year, and the gap between their valuations tells a story that surprises most investors who assume the turnaround story is the safer bet.
We recently published Jim Cramer Discussed These 22 Stocks Including A Hidden Oil & Energy Play. International Business Machines Corp. (NYSE:IBM) is one of the stocks discussed by Jim Cramer. Technology company International Business Machines Corp. (NYSE:IBM) is one of Jim Cramer’s favorite stocks. Throughout 2025 he continued to support the firm despite relatively modest […]
Earlier this month, Starbucks Corporation confirmed its Board approved a quarterly cash dividend of US$0.62 per share, payable on August 28, 2026, to shareholders of record as of August 14, 2026. Alongside this dividend affirmation, Starbucks is pushing an intensive turnaround that combines US$400 million in targeted software cost savings with new bonus and pay structures for cafe workers. Next, we’ll explore how Starbucks’ push to cut US$400 million in annual software expenses could...
Starbucks (NasdaqGS:SBUX) is rolling out a new bonus program and pay structure for cafe workers. The package includes quarterly cash bonuses tied to store performance. Workers gain expanded tipping options and a move to weekly pay cycles. The company indicates these changes could lift hourly pay by roughly 5% to 8%. For investors tracking Starbucks, this pay overhaul sits at the intersection of operations, labor relations, and brand strength. The company runs a large global cafe network...
In the latest trading session, Starbucks (SBUX) closed at $106.17, marking a -1.09% move from the previous day.
Chipotle Mexican Grill (NYSE:CMG), a U.S. restaurant chain offering customizable Mexican-inspired food, is expanding into Mexico with its first location scheduled to open Thursday in the Monterrey metropolitan area. The company is entering the market in partnership with Alsea, a Latin American restaurant operator that manages brands including Starbucks across the region. Chipotle plans to open additional restaurants in Nuevo Leon later this year before expanding into Mexico City in 2027, suggesting the company is taking a phased approach to building its presence in the country.
We recently published Jim Cramer Discussed These 22 Stocks Including A Hidden Oil & Energy Play. Starbucks Corporation (NASDAQ:SBUX) is one of the stocks discussed by Jim Cramer. Starbucks Corporation (NASDAQ:SBUX) is a frequent feature on Jim Cramer’s radar. Most of his remarks have focused on the firm’s ongoing turnaround. In 2025, when the turnaround […]
SBUX's Channel Development revenues jump 39% YoY in Q2, adding momentum beyond company-operated stores through packaged coffee and ready-to-drink products.
Chipotle Mexican Grill (NYSE:CMG) is preparing to open its first restaurant in Mexico this week, marking a major milestone in the company’s international growth strategy as it enters the country that inspired much of its menu. The restaurant chain, which operates more than 4,100 locations worldwide, described the launch as a significant step in its global expansion plans.
The latest perks could help the chain attract and retain workers needed to sustain its turnaround drive.
Starbucks is ditching legacy software vendors for homegrown AI tools. Here's why that could eventually benefit companies like Toast.
Dutch Bros has rallied on strong growth, store expansion and digital momentum, leaving investors weighing its premium valuation.