Brian Niccol's quick success at Chipotle has not made fixing Starbucks any easier
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最新报道：Brian Niccol's rapid success in turning around Chipotle hasn't translated to an easy fix for Starbucks, as the coffee giant continues to face operational challenges and unionization efforts. Since taking over as Starbucks CEO in 2025, Niccol has struggled to replicate his Chipotle playbook, with store traffic declining 4% last quarter despite menu innovations and digital investments. Labor activists have organized over 300 Starbucks locations, complicating Niccol's plans for operational efficiency. "The Starbucks turnaround requires different muscles than Chipotle," noted Wells Fargo analyst Jon Tower, pointing to complex beverage customization and morning-centric demand patterns. Starbucks shares have dropped 12% since Niccol's appointment, while Chipotle's stock has risen 28% over the same period.
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