Overview

• One year into his tenure, Brian Niccol said several initiatives rolled out faster than planned even as U.S. store visits continue to decline.
• The Green Apron Service and Smart Queue now sequence orders across mobile pickup, drive-thru and café to reduce wait times.
• Niccol said 80% of drinks are ready in under four minutes, up from roughly 60% before the new model, with more than 95% of mobile orders meeting that target.
• Starbucks plans to redesign thousands of U.S. locations in 2026 and is reevaluating store size and equipment to cut build and operating costs.
• A protein-forward menu debuts at the end of September, broader food innovation is underway, and enhanced rewards are targeted for early 2026.