From "returning to Starbucks" to Green Apron, the market anticipates a transformation plan to reignite Starbucks' growth engine.

According to the Zhidao Financial APP, international bank UBS recently released a research report stating that global coffee beverage giant Starbucks' "transformation plan and management execution" and "growth potential brought by store operation reforms," combined with long-standing brand loyalty and demand resilience, are expected to help the company's fundamentals enter a recovery curve. However, global economic slowdown, slowing job and wage growth, high inflation eroding disposable income, etc., may weaken consumer demand for high-priced coffee, especially as Starbucks has already seen consumers reduce consumption frequency due to price factors during the reporting period. The UBS analysis team reiterated a "neutral" rating for Starbucks' stock, a relatively cautious rating, as they are optimistic about long-term growth potential and concerned about short-term demand challenges, indicating they are not inclined to "buy" or "sell."