Starbucks (SBUX) changes under Brian Niccol are driving customer reengagement and strong 3Q earnings. R.J. Hottovy of Placer.ai says location facelifts and the return of the coffee house feel are fueling gains. Chipotle (CMG) is also seeing positive transaction and visitation growth, with menu innovation keeping customers engaged versus competitors. Meanwhile, Yum Brands (YUM) deals with the fallout from the cyclospora outbreak.