Starbucks

Brian Niccol has a track record of operational turnarounds and brand sharpening. Early moves include simplifying the org, adding an experienced CFO, appointing Mike Grams as COO, and focusing squarely on speed and experience at peak.

Cultural and labor relations are still being worked through, but negotiations have advanced with mediation and both sides withdrew lawsuits. Execution over the next 4 quarters will be the key proof point, but leadership quality and decisiveness are positives.