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Starbucks’ 2026 turnaround: making the coffeehouse feel real again

Starbucks is trying to feel like Starbucks again

KAHROS Team

TL;DR

Quick Summary

  • Starbucks is spending to make stores feel “coffeehouse” again, including a plan to add 25,000+ café seats in the U.S. by the end of fiscal 2026.
  • Q1 fiscal 2026 (ended December 28, 2025) showed traction: global comparable sales rose 4%, driven mostly by 3% higher transactions.
  • The trade-off is near-term profitability pressure as labor and store investments rise and costs stay sticky.

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