• Home
  • Latest
  • Fortune 500
  • Finance
  • Tech
  • Leadership
  • Lifestyle
  • Rankings
  • Multimedia

Trendingnow

1

Elon Musk on MacKenzie Scott giving away $26 billion of her fortune: 'Sadly,' it makes the world a worse place

2

MacKenzie Scott alone accounted for one-third of America's $19.2 billion in megagifts last year

3

Philanthropy leader at Warren Buffett and Bill Gates’ Giving Pledge says children of billionaires are pushing them to give their wealth away faster

1

Elon Musk on MacKenzie Scott giving away $26 billion of her fortune: 'Sadly,' it makes the world a worse place

2

MacKenzie Scott alone accounted for one-third of America's $19.2 billion in megagifts last year

3

Philanthropy leader at Warren Buffett and Bill Gates’ Giving Pledge says children of billionaires are pushing them to give their wealth away faster
LeadershipFortune 500

A top Starbucks analyst went on a stealthy mission to test the company’s vibe shift and saw three signs of tactical changes

By
Lila MacLellan
Lila MacLellan
Former Senior Writer
Down Arrow Button Icon
By
Lila MacLellan
Lila MacLellan
Former Senior Writer
Down Arrow Button Icon
January 28, 2025, 2:53 PM ET
NEW YORK, NEW YORK - JANUARY 30: People exit a Starbucks store in Manhattan
Starbucks wants to entice customers to stay. Its vibe shift is a work in progress.Spencer Platt—Getty Images
Add Fortune on Google for similar content.

Starbucks rolled out its promised “Back to Starbucks” changes this week, reintroducing practices meant to transform the hectic coffee shops back into places where people will happily linger over a latte. 

Recommended Video

Under the new marching orders instituted by still-new CEO Brian Niccol, baristas are expected to scribble customer names on to-go cups again instead of relying on printed labels, and serve to-stay drinks in actual mugs, both of which were common practice before the company pivoted to becoming a kind of rather chaotic mobile-first, low-touchpoint retailer. 

These new-again habits have already taken hold at some stores, Danilo Gargiulo, an equity research analyst for Bernstein, discovered. On early morning visits to California shops, he found signs of efforts to overhaul the vibe. “I’ve seen with my own eyes how they’re trying to shape it,” he told Fortune.

He added that he’s optimistic it’s a matter of months until Starbucks customers find the brand has changed, and that the company is moving in a positive direction. And although he and other analysts expect little change in the sales figures that have bedeviled the retailer when the company reports first-quarter earnings today, Gargiulo says he’ll be listening for subtle signs that a back-to-the-future shift is afoot. 

Evident change

Besides the mugs and magic markers, this week’s new-era program includes the introduction of free refills of hot or cold coffee or tea following the purchase of any in-store drink, as well as the return of the self-serve condiment bar. 

Niccol has also enacted a new code of conduct that allows only paying customers to hang out in the shops and use the cafés’ bathrooms, six years after the store instituted an open-door rule. This new charter is meant to make the restaurant less crowded, freeing up tables for paying visitors looking for a calm space and a bathroom that isn’t perpetually occupied. 

On his Starbucks runs in Los Angeles and San Diego, Gargiulo said he was pleasantly surprised to see three of these tactics already in play: He was handed a ceramic mug because he was ordering in, the bathrooms now required a code to enter, and nonpaying customers were asked to exit the store.  

“One of the baristas told a person that was sitting at a table to either order at the counter or leave,” says Gargiulo. That person, who had brought in food from a competitor to eat at a Starbucks table, left without protest.

“I was surprised that these three things happened to me, literally to me, on day one of these rollouts,” Gargiulo said.  

The analyst acknowledges that it’s impossible to extrapolate from such a small sample, and that many aspects of the new era will take time—Niccol plans to keep investing in staff, for example, while tweaking the overly complicated menu. But Gargiulo expects that most Starbucks stores will feel different within months, not years. He says just holding a mug gave him a visceral sense that it was time to slow down. 

“It does look like people are chilling out,” he says. “I’m just looking at a person right now, having her piece of banana bread while drinking a coffee. The store looks a little bit more relaxing.”

An enormous task

To be sure, it is still early days in Starbucks’ attempted turnaround, and change isn’t happening without a few hiccups. 

At four locations in New York City spanning both residential and commercial neighborhoods, this reporter spotted signs touting free refills at several Manhattan locations, but only one ceramic cup in use. The condiment bar was available at two shops, while baristas at every shop were still using labels to print out customer names. Asking for a “for-here” drink prompted one manager to rip open a brand new box of mugs, while other staffers watched with curiosity. 

At a Starbucks near Central Park, one nonpaying woman seemed put out by the lack of access to a bathroom, yelling “What’s this about?” as she pushed her way through the crowd, found her way into the restroom anyway, then opened the door to yank in a friend, locking the door again as tourists politely waited. 

There are thousands of company-operated Starbucks locations in the U.S. alone, and no one could expect even Niccol, the turnaround star who transformed Chipotle’s operating model, to flip a switch and see overnight results. Customers have become accustomed to a frenetic system in stores, where to-go orders make up 70% percent of orders, driving a grab-and-go mentality that reduces the store itself to a supporting role. 

But the early changes are hopeful, according to the analyst. Knowing Chipotle’s history, he adds, “believing that Brian [Niccol] can replicate the same capabilities inside of Starbucks is kind of a given.”

About the Author
By Lila MacLellanFormer Senior Writer
LinkedIn icon

Lila MacLellan is a former senior writer at Fortune, where she covered topics in leadership.

See full bioRight Arrow Button Icon
Add Fortune on Google for similar content.

Latest in Leadership

Finance
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam
By Fortune Editors
October 20, 2025
Finance
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam
By Fortune Editors
October 20, 2025
Finance
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam
By Fortune Editors
October 20, 2025
Finance
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam
By Fortune Editors
October 20, 2025
Finance
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam
By Fortune Editors
October 20, 2025
Finance
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam
By Fortune Editors
October 20, 2025

Most Popular

Finance
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam
By Fortune Editors
October 20, 2025
Finance
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam
By Fortune Editors
October 20, 2025
Finance
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam
By Fortune Editors
October 20, 2025
Finance
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam
By Fortune Editors
October 20, 2025
Finance
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam
By Fortune Editors
October 20, 2025
Finance
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam
By Fortune Editors
October 20, 2025
Fortune Secondary Logo
Rankings
  • 100 Best Companies
  • Fortune 500
  • Global 500
  • Fortune 500 Europe
  • Most Powerful Women
  • World's Most Admired Companies
  • See All Rankings
  • Lists Calendar
Sections
  • Finance
  • Fortune Crypto
  • Features
  • Leadership
  • Health
  • Commentary
  • Success
  • Retail
  • Mpw
  • Tech
  • Lifestyle
  • CEO Initiative
  • Asia
  • Politics
  • Conferences
  • Europe
  • Newsletters
  • Personal Finance
  • Environment
  • Magazine
  • Education
Customer Support
  • Frequently Asked Questions
  • Customer Service Portal
  • Privacy Policy
  • Terms Of Use
  • Single Issues For Purchase
  • International Print
Commercial Services
  • Advertising
  • Fortune Brand Studio
  • Fortune Analytics
  • Fortune Conferences
  • Business Development
  • Group Subscriptions
About Us
  • About Us
  • Press Center
  • Work At Fortune
  • Terms And Conditions
  • Site Map
  • About Us
  • Press Center
  • Work At Fortune
  • Terms And Conditions
  • Site Map
  • Facebook icon
  • Twitter icon
  • LinkedIn icon
  • Instagram icon
  • Pinterest icon

Latest in Leadership

Nike’s earning numbers exceeded Wall Street’s expectations. But CEO Elliott Hill’s next test is the World Cup
RetailNike
Nike’s earning numbers exceeded Wall Street’s expectations. But CEO Elliott Hill’s next test is the World Cup
By Mia OsmonbekovJune 30, 2026
5 hours ago
Young worker at desk
SuccessGen Z
Remote-first fintech giant Revolut is making the office compulsory for new Gen Z grads—and they’ll earn flexibility like their peers after one year
By Emma BurleighJune 30, 2026
10 hours ago
Henry Kravis
SuccessCareers
KKR cofounder once impressed Roy Disney with a habit most analysts skipped—it turned a 1-hour meeting into all-day mentorship: ‘I thought I’d died and gone to heaven’
By Preston ForeJune 30, 2026
11 hours ago
Bill Gates (left) and Warren Buffett
SuccessWarren Buffett
Warren Buffett breaks from a ‘lifetime’ pledge to the Gates Foundation as the Epstein fallout deepens
By Sydney LakeJune 30, 2026
11 hours ago
kean
PoliticsElections
New Jersey Republican to reappear in Congress after unexplained 4-month absence
By Mike Catalini and The Associated PressJune 30, 2026
13 hours ago
swiss
EuropeHeat
It’s so hot in Switzerland that yodelers are standing in fountains
By Jez Fielder and The Associated PressJune 30, 2026
13 hours ago

Most Popular

Elon Musk on MacKenzie Scott giving away $26 billion of her fortune: 'Sadly,' it makes the world a worse place
Success
Elon Musk on MacKenzie Scott giving away $26 billion of her fortune: 'Sadly,' it makes the world a worse place
By Sydney LakeJune 29, 2026
1 day ago
MacKenzie Scott alone accounted for one-third of America's $19.2 billion in megagifts last year
Success
MacKenzie Scott alone accounted for one-third of America's $19.2 billion in megagifts last year
By Sydney LakeJune 25, 2026
6 days ago
Philanthropy leader at Warren Buffett and Bill Gates’ Giving Pledge says children of billionaires are pushing them to give their wealth away faster
Success
Philanthropy leader at Warren Buffett and Bill Gates’ Giving Pledge says children of billionaires are pushing them to give their wealth away faster
By Preston ForeJune 27, 2026
4 days ago
'Humanity has chosen to become idiots': This Brown professor switched to take-home exams after a mass shooting and discovered mass cheating
AI
'Humanity has chosen to become idiots': This Brown professor switched to take-home exams after a mass shooting and discovered mass cheating
By Catherina GioinoJune 29, 2026
1 day ago
The retired college professor fighting a $313 trespassing ticket in Wisconsin thinks he's part of a national struggle
Environment
The retired college professor fighting a $313 trespassing ticket in Wisconsin thinks he's part of a national struggle
By Catherina GioinoJune 28, 2026
3 days ago
The U.S. Army is opening military bases to private billions — here's why that changes everything for the next 250 years
Commentary
The U.S. Army is opening military bases to private billions — here's why that changes everything for the next 250 years
By Marc AndersenJune 30, 2026
14 hours ago

© 2026 Fortune Media IP Limited. All Rights Reserved. Use of this site constitutes acceptance of our Terms of Use and Privacy Policy | CA Notice at Collection and Privacy Notice | Do Not Sell/Share My Personal Information
FORTUNE is a trademark of Fortune Media IP Limited, registered in the U.S. and other countries. FORTUNE may receive compensation for some links to products and services on this website. Offers may be subject to change without notice.