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Starbucks is getting the Chipotle treatment — with a twist

1. Starbucks' CEO Niccol aims to revitalize the brand like he did at Chipotle. 2. Recent layoffs and store closures are part of Niccol's 'Back to Starbucks' initiative. 3. Stock has fallen over 10% since Niccol's arrival, trailing S&P 500 performance. 4. Long-term issues complicate Starbucks' turnaround compared to Chipotle's past challenges. 5. Investment community's initial excitement is waning due to slow changes at Starbucks.

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FAQ

Why Neutral?

Investors are concerned about slow transformation efforts and stock declines since Niccol's start.

How important is it?

The article indicates significant strategic moves at Starbucks led by Niccol, which may indirectly influence CMG's market positioning.

Why Long Term?

Starbucks' challenges need time to resolve; similar outcomes may take longer than at Chipotle.

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