He also described efforts to “reclaim the Third Place” with changes such as returning condiment bars, adding new ceramic mugs and new seating elements, expanding the “Uplift” remodel program, and introducing a new code of conduct designed to prioritize customer and partner experience. Niccol said Starbucks has also closed certain locations that could not meet financial expectations or deliver the desired environment.Niccol framed the “Back to Starbucks” plan as a reset of operational fundamentals, citing cu ...

Core Insights - Starbucks Corporation reported consolidated net revenues of $9.9 billion for Q1 FY26, a 6% increase from $9.39 billion in the same period last year [1] - The company experienced a decline in operating income in North America, falling to $867 million from $1.2 billion in Q1 FY25 [1] - The operating margin in North America decreased to 11.9%, down from 16.7% a year earlier, attributed to labor investments and inflationary pressures [2] North America Performance - Quarterly net revenues in North America rose 3% year on year to $7.3 billion [1] - Comparable store sales in North America increased by 4% [4] - The decline in operating income was linked to increased labor costs and inflation, particularly from tariffs and high coffee prices [2] International Performance - The International segment saw net revenues rise 10% year on year to $2.1 billion [2] - Operating income in the international segment increased to $282.7 million in Q1 FY26, compared to $237.1 million in Q1 FY25 [2] - Comparable store sales internationally grew by 5% [4] Channel Development - The channel development segment generated net revenues of $522.7 million, a 20% year-on-year increase from $436.3 million in the same period of FY25 [3] Future Outlook - Starbucks expects global and US comparable store sales growth of 3% or greater for FY26, with consolidated net revenues increasing at a similar pace [4] - The company added 128 net new stores in Q1 FY26, bringing the total store count to 41,118, with 52% being company-operated and 48% licensed [5] Management Commentary - CEO Brian Niccol stated that the Q1 results indicate the success of the "Back to Starbucks" strategy, highlighting increased customer engagement and sales momentum [3]

Starbucks (NasdaqGS:SBUX) 2026 Investor Day January 29, 2026 08:00 AM ET Company ParticipantsAndrew Charles - Managing DirectorBrady Brewer - CEO of Starbucks InternationalBrian Mullan - DirectorBrian Niccol - Chairman and CEOCatherine Park - VP of Investor RelationsCathy Smith - CFODavid Palmer - Senior Managing DirectorJacob Aiken-Phillips - Director of Equity ResearchJohn Ivankoe - Managing DirectorLauren Silberman - DirectorMike Grams - COOSergio Alvarez - Master Coffee DeveloperSharon Zackfia - Partner ...

Core Insights - Starbucks has reported a positive turnaround in sales for the second consecutive quarter, reversing an 18-month downward trend since Brian Niccol took over as CEO [2] - Niccol's strategy focuses on revitalizing the Starbucks experience, encouraging customers to enjoy the ambiance rather than just using the app for quick orders [2] Company Strategy - The company has implemented several changes, including streamlining the drink menu, enhancing efficiency, and refurbishing locations to create a more inviting atmosphere for customers [3] - New store designs feature comfortable seating and aesthetic improvements, aiming to attract customers back to the "third space" concept of coffee shops [6][7] Customer Experience - The updated menu now emphasizes "Coffeehouse Classics," simplifying choices for customers and moving away from overly complex drink options [10] - Despite efforts to enhance the in-store experience, some customers still exhibit behaviors that detract from the desired coffee shop atmosphere, indicating a need for cultural adjustment among patrons [9]

Key Takeaways SBUX posted Q1 EPS of 56 cents, missing estimates, while revenues rose 5.5% year over year to $9.91 billion.Starbucks delivered 4% global comparable sales growth, driven by higher transactions and modest ticket gains.SBUX saw margins contract as labor and coffee costs rose, even as management flagged improving sales momentum.Starbucks Corporation (SBUX) reported mixed first-quarter fiscal 2026 results, with earnings missing the Zacks Consensus Estimate and net revenues beating the same. The to ...

Starbucks stock was rising more than 6% on Wednesday morning, after coffee giant released quarterly results that show a long-awaited return to sales growth. Here's what to know. Revenue pop, stock pop Revenue rose 6%, even as overall earnings fell. Global same-store sales grew a total 4% as the company reported both increasing ticket sizes and increasing same-store sales in North America and internationally. China sales were a particularly strong point, clocking in at 7% growth with a similar mix of ord ...

Starbucks (SBUX) is a global coffeehouse giant that started as a coffee bean seller and is now famed for its premium brews, cozy vibe, and iconic green siren logo. It offers espresso drinks, lattes, Frappuccinos, teas, pastries, and snacks, turning coffee into a daily ritual for millions. Founded in 1971, it is headquartered in Seattle, Washington, with over 38,000 stores under its belt in over 80 countries. More News from Barchart Starbucks Stock Sparks Rally Starbucks' stock has shown strong momentu ...

Starbucks Corp. Chief Executive Officer Brian Niccol total compensation was $31 million in fiscal 2025, a decline from the previous year when he received stock rewards and other incentives as part of a package to lure him over from Chipotle Mexican Grill Inc. Niccol's 2025 pay includes a $5 million bonus and nearly $20 million in stock awards, according to a filing from the coffee chain on Monday. In fiscal 2024, Niccol's compensation was $96 million, the filing shows, and included a stock award of more tha ...

Core Insights - The "Back to Starbucks" plan is effectively driving sales and enhancing service quality [1] - Sales at established locations increased by 1% in the most recent quarter [1] - The company is focusing on restaurant renovations, increasing protein options in drinks, adding more workers, and expanding its business in China [1]

Core Insights - Starbucks Corporation (SBUX) is set to report its fourth-quarter fiscal 2025 results on October 29, 2025, after market close [1] - The Zacks Consensus Estimate for SBUX's fourth-quarter earnings per share (EPS) is 56 cents, reflecting a 30% decline from 80 cents in the same quarter last year [2] - Revenue expectations are approximately $9.35 billion, indicating a 3% increase year-over-year [2] Performance Factors - The company's performance is anticipated to show progress from its "Back to Starbucks" turnaround strategy, benefiting from the nationwide rollout of the Green Apron Service model aimed at enhancing service standards and operational efficiency [3] - Seasonal offerings, such as the Pumpkin Spice Latte and new protein cold foam beverages, are expected to drive traffic and ticket growth, with same-store sales predicted to rise 0.2% year-over-year [4] - Internationally, revenues are projected to increase by 7.4% year-over-year to $2 billion, driven by growth in China, the U.K., and Mexico [5] Cost Pressures - Despite positive factors, the bottom line may face pressure from high labor costs, increased operating hours due to the Green Apron Service, and ongoing inflation, with total operating expenses expected to rise 8% year-over-year to $5.47 billion [6] - Softer traffic trends in the U.S., particularly during afternoon hours, and a cautious consumer spending environment may negatively impact performance [7] Earnings Prediction - The model indicates that SBUX may not achieve an earnings beat this quarter, with an Earnings ESP of -8.45% and a Zacks Rank of 3 (Hold) [8][9]