Overview

• CEO Brian Niccol confirmed plans to convert or close about 80 to 90 mobile order-only stores by the end of fiscal 2026 after six straight quarters of U.S. same-store sales declines.
• Mobile-only shops built in urban centers, airports and hospitals have no seating and rely on app-based ordering to maximize speed but were deemed overly transactional and unsuited to Starbucks’ brand.
• Under the Green Apron Service initiative, Starbucks will spend about $150,000 per traditional store to add seating, improve lighting and refine cafe atmosphere.
• The company is piloting smaller-format cafes with limited seating and drive-through lanes to combine rapid service with community ambiance.
• Mobile ordering remains vital, making up 31% of all transactions, and a major app upgrade is scheduled for rollout in 2026.