Starbucks will rely on kiosks to shorten wait times at high-traffic locations like airports and hospitals, per a Bloomberg report. For all Starbucks’ talk about building the community coffeehouse, it recognizes that service, speed, and reliability are integral to keeping customers engaged with the brand. While there are other pillars the company needs to execute to complete its turnaround, being able to deliver efficient service when it’s needed most will bolster its reputation for reliability and encourage more frequent visits.

The situation: Despite logging a sixth consecutive quarter of negative comps in FY Q3, CEO Brian Niccol—who famously steered Chipotle out of its food‑safety crisis—said Starbucks’ turnaround is running ahead of schedule. Our take: While it’s encouraging to see Starbucks take some small steps in a positive direction, the road is still steep. Consumers remain price‑sensitive, agile rivals in the US and China are taking multiple paths to steal share (both value‑led and trend‑driven), and commodity costs are rising. To break out of its sales slump, Starbucks must execute on four fronts: Make service faster and better. The chain needs to speed up service without sacrificing the high-touch hospitality that Niccol is seeking. Find ways to differentiate. It’s easy to roll out new offerings, but it's hard to develop unique beverages that consumers will clamor for rather than recoil at (who can forget Starbucks’ Oleato line of olive oil-infused drinks?). Lean on technology. Refreshing Starbucks’ Rewards program and revamping its app are proven tools to drive occasional customers back into its stores. Stabilize China. Price cuts may lift traffic, but Starbucks needs to balance volume gains against margin erosion and fend off lower‑priced competitors such as Luckin. Nailing these pillars—speed, product innovation, tech‑powered engagement, and a calibrated China play—will determine whether early green shoots turn into sustained growth.

Starbucks is taking a different approach to its much-hyped Pumpkin Spice Latte this year. Rather than pulling the launch forward, as it has done for the past several years, the drink will make its debut on August 26—four days later than in 2024, and the PSL’s latest launch date since 2022. Delaying the launch slightly could build excitement over Starbucks’ fall menu, and encourage customers to visit more often once the PSL hits stores. The move might also lift sales for Starbucks’ grocery assortment—especially given the current popularity of at-home coffee brewing—which could in turn help offset the company’s in-store softness. Still, the enduring popularity of the PSL alone won’t be enough to lift Starbucks out of its slump.

The strategy: Starbucks is testing better-for-you products in a bid to win over more health-conscious consumers, per Bloomberg. Our take: Starbucks is making some necessary changes—but there’s still plenty of work to do. Consumers want brands that meet them where they are, and that means prioritizing ingredient transparency and wellness without sacrificing flavor or convenience. For Starbucks, that could mean cutting back on sugar in key drinks, expanding nutritional add-ins, and offering more customizable options. If executed well, this strategy could help Starbucks reassert its leadership in the premium coffee space.

Our analysts took a look at the first half of this eventful year and provided their own very specific—albeit unlikely—predictions at what could happen in the second half of the year and beyond.

On today’s podcast episode, we discuss our ‘very specific, but highly unlikely’ predictions for 2025. What would happen to the social media world if OpenAI bought Snap, what if Starbucks launched a Stablecoin, and why some companies might still want to buy linear networks. Join Senior Director of Podcasts and host Marcus Johnson, Vice Presidents of Content Suzy Davidkhanian and Paul Verna, and Principal Analyst Yory Wurmser. Listen everywhere and watch on YouTube and Spotify.

The news: China’s coffee giants are making their way to the US in the hopes of unlocking a lucrative market to offset pressures back home. Our take: Luckin’s and Cotti’s US launches are a problem for Starbucks, which is already struggling to compete with the companies in China and having a hard time winning over customers at home. Unfortunately for Starbucks, many of the moves it’s making—streamlining its menu, enhancing the in-store experience, leaning into premiumization—run counter to consumers’ current desire for variety, convenience, and value. That has created an opening for chains like Dutch Bros (and now Luckin and Cotti), which are better positioned to capitalize on emerging trends in the coffee space and can undercut Starbucks on price.

Starbucks’ dominance is under threat as Dutch Bros’ growth surges: The coffee giant is struggling to stem a sales slump as the latter’s colorful drinks and service win it more customers.

Apple faces lawsuit over false advertising for delayed iPhone 16 features: The case echoes concerns over the impact that deceptive advertising can have on brands.

Starbucks to lay off 1,100 workers in a bid for efficiency: The coffee company is also reducing its menu by 30% to improve order speed and consistency.

Starbucks’ turnaround takes shape: While US comp sales fell for the fourth-straight quarter, CEO Brian Niccol is confident that investments in the store and worker experience will bear fruit.

Amazon, Starbucks workers threaten strikes as the labor movement loses steam: But mixed signals from Trump could raise unions' hopes as they fight for concessions.

Cybersecurity is a major issue for retailers this holiday season: A surge of transactions combined with over-extended, undertrained employees creates opportunities for fraudsters.

The phrase “retail apocalypse” once dominated industry conversation, Ethan Chernofsky, senior vice president of marketing at Placer.ai said during the EMARKETER Summit on November 1. “We were convinced [that] the store was dying,” Chernofsky said. “It was a thing of the past, and we were going to move to this fully online environment.”

New Starbucks CEO Brian Niccol has his work cut out for him: One can look to his former employer, Chipotle, to see how he can sharpen the coffee chain’s focus.

Starbucks CEO Brian Niccol emphasizes need for fundamental strategic overhaul amid sales slide: The company’s US comparable transactions fell 10% YoY in Q4 as promotions and new products failed to win over customers.

Restaurants, food brands adapt to Gen Z tastes with “swicy,” diverse product offerings: Companies ranging from PepsiCo to Starbucks are looking to capitalize on younger consumers’ desire for dining out and grocery treats.

Starbucks’ staffing shortages pose challenge for new CEO Brian Niccol: Just one-third of workers believe stores are sufficiently staffed, hurting employee satisfaction and the customer experience.

Consumers still think fast food is too expensive, despite the value meal wars: While deals are boosting foot traffic in the short term, operators face long-term difficulties as customers either trade up to fast-casual chains or pull back entirely.

Starbucks was once considered the go-to “third place” where people could relax, work, and socialize over a cup of coffee. However, the rise of mobile ordering has compromised the company’s core identity, our analysts said. In North America, Starbucks saw a 6% drop in foot traffic, and a 2% decline in same-store sales YoY, according to its July earnings call.