Starbucks (NasdaqGS:SBUX) Q4 2025 Earnings Call October 29, 2025 04:15 PM ET Company ParticipantsCatherine Park - VP of Investor RelationsChris O'Cull - Managing DirectorAndrew Charles - Managing DirectorChristine Cho - Managing DirectorCathy Smith - EVP and CFOLauren Silberman - DirectorAndy Barish - Managing DirectorDavid Palmer - Senior Managing DirectorBrian Niccol - Chairman and CEOConference Call ParticipantsSara Senatore - Senior Research AnalystDanilo Gargiulo - Senior Research AnalystBrian Harbour ...

Starbucks (NasdaqGS:SBUX) Q4 2025 Earnings Call October 29, 2025 04:15 PM ET Speaker2Good afternoon. My name is Diego, and I will be your conference operator today. I would like to welcome everyone to Starbucks' fourth quarter fiscal year 2025 conference call. All lines have been placed on mute to prevent any background noise. After the speaker's remarks, there will be a question and answer session. If you would like to ask a question, simply press star, then the number one on your telephone keypad. If you ...

Uh but we have more earnings to bring you. Starbucks results are out. Kate Rogers has those numbers.Hi Kate. Hey Morgan. So the stock a little bit higher here as you can see by more than one and a half%.A mixed fourth quarter for Starbucks. Uh EPS a miss here. 52 cents adjusted versus estimates of 56 cents.Revenues though would beat 9.6% billion for the quarter versus the 9.35% billion estimated. And that's even with the labor investments that the company is making right now. Comps turning positive globally ...

Uh but we have more earnings to bring you. Starbucks results are out. Kate Rogers has those numbers.Hi Kate. Hey Morgan. So the stock a little bit higher here as you can see by more than one and a half%.A mixed fourth quarter for Starbucks. Uh EPS a miss here. 52 cents adjusted versus estimates of 56 cents.Revenues though would beat 9.6% billion for the quarter versus the 9.35% billion estimated. And that's even with the labor investments that the company is making right now. Comps turning positive globally ...

Core Insights - Starbucks' annual delivery sales have surpassed $1 billion in fiscal 2025, marking significant growth in this segment [1] - The company's U.S. same-store sales remained flat in the fiscal fourth quarter, ending a streak of seven consecutive quarters of declines [2] Delivery Growth - Starbucks initiated its delivery service approximately ten years ago, but its rollout has been slower compared to other restaurant chains [3] - Nationwide delivery options became available through Uber Eats in 2020, DoorDash in 2023, and Grubhub in the previous year, with all company-operated U.S. cafes now offering delivery [3] Consumer Behavior - U.S. consumers have been slower to adopt coffee delivery compared to markets like China, with drive-thru and mobile order options providing similar convenience without delivery fees [4] - The average Starbucks delivery order is nearly double the size of an in-store transaction, with over 40% of delivery orders including food [4] Market Trends - Despite a slowdown in broader restaurant spending due to rising consumer costs, food delivery services have maintained stable sales, aided by discounts and promotions from third-party apps [5]

Shares of Starbucks Corp. rose in extended trading Wednesday after the coffee chain reported a surprise same- store sales gain for its fourth quarter — its first in seven quarters — but cautioned that ... ...

Core Viewpoint - Fiserv's stock plummeted over 40% following a reduction in its earnings outlook and a significant slowdown in its payment business, raising investor concerns amid an ongoing lawsuit regarding alleged inflated growth claims related to its Clover platform [1][3]. Financial Performance - Fiserv's stock fell by 43.9% in a single day, primarily due to a morning selloff after the company revised its full-year outlook downward [3]. - The company reported only 1% organic revenue growth in Q3, a sharp decline from 8% in Q2, and significantly lower than the double-digit growth seen earlier in the year [3]. - Growth in the Merchant Solutions segment, which includes the Clover payments system, decreased to 5%, approximately half of the previous quarter's growth rate [3][4]. - Fiserv now anticipates organic revenue growth of 3.5% to 4% for the full year, down from 10% in the second quarter [4]. Market Impact - The selloff resulted in a market capitalization loss of $30 billion, with the company's value dropping from $68.6 billion to $38.4 billion [5]. Management Commentary - CEO Mike Lyons acknowledged that the company's current performance does not meet expectations from stakeholders [6]. Legal Issues - Fiserv is facing a federal securities class-action lawsuit alleging that it inflated growth figures for its Clover platform by migrating merchants from its older Payeezy system, which misrepresented revenue growth [7]. - The lawsuit claims that former CEO Frank Bisignano misled investors about the sources of Clover's revenue growth, stating that 90% would come from new merchants while the company transitioned around 200,000 Payeezy merchants to Clover [7]. - By early 2025, Clover's gross payment volume growth slowed to 8%, down from 14%-17% the previous year, indicating a significant decline in performance [7]. Leadership Changes - Fiserv announced a leadership and board overhaul, appointing Takis Georgakopulous and Dhivya Suryadevera as co-presidents and Paul Todd as chief financial officer [9].

转自：智通财经 【星巴克第四季度净营收96亿美元 高于市场预期】智通财经10月30日电，星巴克第四季度同店销售增 长1％，预估下降0.48％；第四季度净营收96亿美元，预估93.4亿美元；调整后每股收益0.52美元，预估 0.55美元。 ...

Starbucks posted positive same-store sales growth for the first time in over a year, an early sign the coffee chain’s turnaround efforts are gaining traction https://t.co/SK8WBi9vcg ...

The Seattle company reports flat U.S. same-store sales for its fourth quarter. ...