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Investor Day

All articles tagged with #investor day

business27 days ago•2 min saved

Starbucks Relaunches Three-Tier Rewards to Drive Frequent Visits

Starbucks will reintroduce a three-tier Starbucks Rewards program in North America on March 10, reviving a tiered system to reward frequent visitors: Green (<500 stars) with a birthday item, early access, and six-month star expiry; Gold (500+ stars) with non-expiring stars and 1.2x points per dollar; and Reserve (2,500+ stars) with 1.7x per dollar and access to exclusive merch and events. The update, announced at investor day, also adds a $2 discount for 60 stars and Free Mod Mondays, as part of a broader strategy to boost traffic and profitability.

via CNBC|

#business #customer-engagement #investor-day

business28 days ago•2 min saved

Starbucks: traffic rebounds but earnings lag in Q1 2026, China JV on deck

Starbucks posted a mixed Q1 2026: revenue rose to $9.92 billion and traffic grew for the first time in two years, with global same-store sales up 4% and traffic up 3%. Adjusted earnings per share were 56 cents, below the 59-cent consensus, while GAAP net income declined due to turnaround costs, higher coffee prices and tariffs. The company forecast fiscal 2026 adjusted EPS of $2.15–$2.40 and at least 3% global/U.S. same-store sales growth, plans 600–650 net new cafes, and announced a China joint venture with Boyu Capital expected to close in Q2 FY26. An investor day in New York will outline longer-term targets.

via CNBC|

#business #china #earnings

business1 year ago•3 min saved

AT&T's Strategic Shift Boosts Stock with Buybacks and Growth Plans

AT&T is expected to announce a multi-year stock buyback program at its investor day, with analysts predicting annual repurchases between $5 billion and $8 billion. The company's stabilized free-cash-flow growth and reduced debt position it well for such a move, though the exact size of the buyback remains debated. The sale of AT&T's stake in DirecTV to TPG for $7.6 billion is anticipated to impact earnings but support future buybacks. Analysts expect buybacks to commence in 2025, with potential increases in subsequent years.

via Investor's Business Daily|

#atandt #business #financial-outlook

business1 year ago•4 min saved

Delta Bets on Premium Travel and AI for Future Growth

Delta Airlines unveiled a new strategy at its Investor Day, focusing on increasing revenue by reducing upgrades, segmenting products, and using AI for personalized pricing. The airline plans to limit complimentary upgrades and introduce more product tiers to encourage passengers to pay for additional services. Delta is testing AI-driven pricing to determine the maximum fare each passenger is willing to pay, aiming to enhance revenue management. The airline's loyalty program is also being re-evaluated to align with these changes, emphasizing brand perception over traditional value.

via View from the Wing|

#ai-driven-pricing #airline-strategy #business

finance1 year ago•2 min saved

UPS Stock Struggles Amidst S&P 500 Decline

United Parcel Service (NYSE: UPS) stock is down nearly 8% as investors are concerned about the near-term outlook despite the company's exciting long-term targets, including an increased revenue target for 2026. UPS warned of a tough current quarter with profits expected to be down 40% year over year, prompting aggressive cost-cutting measures. The stock has underperformed archrival FedEx, and while there is potential, management needs to demonstrate progress before investor confidence is restored.

via Yahoo Finance|

#finance #investor-day #shipping-industry

business2 years ago•3 min saved

McDonald's Investor Day: Expansion, Tech, China, and Record Growth Plans

McDonald's is expected to provide updates on its expansion plans, digital strategy, and a new spinoff brand called CosMc's at its investor day. While no major shifts in strategy are anticipated, analysts predict the release of a near-term sales growth forecast and plans for new unit development. The company's restructuring and its impact on decision-making will likely be addressed. McDonald's also aims to accelerate growth in its U.S. footprint, experimenting with fresh restaurant formats and features. Additionally, the company plans to expand in its international markets, including China, where it recently bought back a minority stake. Technology advancements, such as AI for drive-thru orders, may also be discussed.

via CNBC|

#business #china #expansion

business2 years ago•2 min saved

Arista Networks' Investor Day and Updated Outlook Impact ANET Stock Performance

Arista Networks (ANET) saw a dip in its stock following its investor day, where analysts assessed its financial outlook through 2027. While the company's revenue guidance for 2024 was in line with expectations, its longer-term guidance of a 15% compound annual growth rate (CAGR) from 2022-2027, implying a deceleration in growth after 2024, led to the sell-off. Arista expects a boost from customer investments in artificial intelligence infrastructure by 2025. Its main competitors are Cisco Systems and Juniper Networks, and it is gaining ground in the enterprise market.

via Investor's Business Daily|

#arista-networks #artificial-intelligence #business

business2 years ago•1 min saved

Constellation Brands: A Promising Future Amidst Catalysts and Surging Stock

CNBC's Jim Cramer believes that Constellation Brands' upcoming investor day on November 2nd could be a significant catalyst for the company's stock. This event follows activist hedge fund Elliott Management's disclosure of a stake in Constellation and an information sharing agreement. Cramer suggests that Elliott may push for changes such as divesting the underperforming spirits business or implementing a buyback program. Despite a 3% drop in the stock price following the company's strong earnings report, Cramer views it as a buying opportunity and expects more insights into the company's future prospects at the investor day.

via CNBC|

#business #constellation-brands #elliott-management

business2 years ago•2 min saved

Delta Air Lines Raises Profit Outlook on Strong Travel Demand.

Delta Air Lines raised its 2023 earnings outlook and maintained its fiscal 2024 view in an investor day presentation. The company expects earnings per share of $5 to $6 for fiscal 2023, with free cash flow at $3 billion for the year. Delta also raised its second-quarter revenue outlook to a growth range of 17% to 18%. Meanwhile, rival carriers United Airlines and American Airlines surpassed buy points for their respective cup-with-handle bases. Delta shares climbed 2.5% following the outlook updates.

via Investor's Business Daily|

#business #delta-air-lines #earnings

business2 years ago•1 min saved

Tesla's Annual Shareholders Meeting: Key Updates and Concerns.

Tesla is holding its annual Shareholders Meeting today, where shareholders will vote on director appointments, stockholder proposals, and special items. After the official items, Tesla's management will hold a presentation about the state of the company and take questions from shareholders. Shareholders are likely to ask about the state of Tesla's demand, recent price cuts, Cybertruck production, and Musk's commitment to the company. The meeting can be watched via livestream.

via Electrek|

#business #elon-musk #investor-day