Starbucks on the Path to Revival: First Quarter Under New CEO

Seattle-based coffee giant $SBUX is set to reveal its first-quarter results for the 2025 fiscal year. The highly anticipated data, which will be released on Tuesday after market close, is the first full quarter under the leadership of new CEO Brian Niccol. Niccol, who took the helm on September 9, has brought a wave of expectations to the market regarding the direction the new leader will take.

Key steps expected from Niccol include:

• Accelerating digital transformation efforts. Optimizing mobile orders and expanding the Starbucks Rewards loyalty program.

• Cost control and operational efficiency improvements. This includes automating cafe operations and revising supply chains.

• Focusing on key markets. Prioritizing attention to Asian markets, particularly China, where demand for coffee continues to grow.

Prospects for Starbucks

The initial results of the new strategy may be reflected in the first-quarter report. Based on data from past financial quarters, analysts have highlighted several factors influencing Starbucks' success:

1. Revenue growth. Post-pandemic recovery, improvement in international markets, and development of new store formats.

2. Increase in average transactions. Through the introduction of premium services and products, Starbucks is increasing its average ticket.

3. Expansion of digital services. In a highly competitive environment, mobile integration streamlines internal processes and enhances customer engagement.

Financial Report: What to Watch

Experts believe that the first-quarter results could set the tone for the entire fiscal year. Key indicators to be featured in the publication include:

1. Comparable sales (comp sales): This metric shows changes in revenue from existing stores.

2. Operating profit: The ability to control costs remains a crucial aspect for maintaining competitive positions.

3. Global network expansion: Starbucks continues to open new locations, including strategically important regions.

China, the second-largest market for the brand, will receive significant attention. Experts predict potential for double-digit growth, despite economic uncertainty in the region.

Starbucks is on the verge of a new era. Under Brian Niccol's leadership, the coffee giant aims to strengthen its positions in key markets, introduce digital innovations, and sustain investor confidence. The market eagerly awaits the first results of the new strategy, which could signal further success for the company.