Starbucks Coffee Company announced that it will unveil its long-term growth strategy at its 2026 Investor Day on Thursday, January 29, 2026. The four-hour event, beginning at 8:00 a.m. ET, will feature presentations and a live Q&A with CEO Brian Niccol and CFO Cathy Smith. Due to limited capacity, in-person attendance is by invitation only, but a live webcast and subsequent replay of both the presentation slides and Q&A session will be available via the company’s Investor Relations website.

Shares of Starbucks have rallied nearly 15% year-to-date, outperforming the flat performance of the S&P 500. This marks a reversal for a company whose stock was down 7% over the past five years compared with an 80% gain for the benchmark. Bank of America analyst Sara Senatore recently raised her price target by 7% and maintained a Buy rating, citing confidence in management’s turnaround efforts. All eyes are now on the January 28 release of first-quarter results, where same-store sales trends in the U.S. will be the key measure of the success of the ‘Back to Starbucks’ strategy.

Under CEO Brian Niccol, Starbucks has trimmed its menu by approximately 20% to speed order fulfillment, closed underperforming locations and upgraded others, and implemented standardized uniforms and leaner store management structures. While these changes are intended to drive throughput and improve customer experience, the company faces headwinds from price-sensitive competitors such as McDonald’s and Dunkin’ Donuts, which have cut beverage prices to attract budget-minded consumers. Affordability remains a top concern for investors evaluating Starbucks’ premium positioning in the quick-service segment.