Starbucks reported strong fiscal first quarter as holiday drinks and a viral bear cup helped drive sales. Same-store sales – or sales at locations open at least a year – rose 4% for the October-December period. That was higher than the 2.3% that Wall Street was expecting, according to analysts polled by FactSet. Same-store sales in the U.S. were also up 4%, with a 3% increase in transactions and a 1% increase in spending per visit. That was the best U.S. performance for the company in two years. Shares ...

Starbucks Corp. (NASDAQ:SBUX) is tightening the protective bubble around its CEO and loosening the rules on who pays for it.The coffee giant has removed limits on Chief Executive Officer Brian Niccol‘s use of the company's private jet, mandating that he fly exclusively on corporate aircraft for all travel, including personal trips, after a board-ordered security review. Under the revised policy, Niccol no longer has to reimburse Starbucks for non-business flights, reversing a prior arrangement that capped c ...

Starbucks Earnings Miss the Mark. The Stock Rises Anyway. - Barron'sSkip to Main ContentThis copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com.# Starbucks Earnings Miss the Mark. The Stock Rises Anyway.By [Evie Liu]ShareResize---ReprintsIn this article[SBUX]Starbucks plans to co ...

Core Insights - Starbucks reported a larger-than-expected increase in first-quarter comparable sales, indicating a rebound in demand in the U.S. after nearly two years [1] Group 1: Financial Performance - The company experienced a significant rise in comparable sales, surpassing market expectations [1] - This growth is seen as an early sign of success under CEO Brian Niccol's leadership [1]

Starbucks posted growth in a key sales metric for a second consecutive quarter https://t.co/LXZSifUbqa ...

Starbucks said its turnaround efforts are bringing more customers to its cafes https://t.co/2KJ0wKanpq ...

Starbucks (SBUX) posted its first quarter of North America and US same-store sales growth in two years on Wednesday as the company continues its turnaround efforts under CEO Brian Niccol. In its fiscal first quarter ended Dec. 28, Starbucks reported US and North America same-store sales rose 4%, topping estimates for a 2% rise. The increase was driven a 3% increase in foot transactions and a 1% increase in the average ticket. Starbucks last reported positive same-store sales for its US and North Ameica ...

Core Insights - Starbucks reported its first quarter of same-store sales growth in North America and the US in two years, with a 4% increase, surpassing the expected 2% rise [1][2] - The company’s CEO, Brian Niccol, highlighted that the turnaround strategy is effective, driven by initiatives like the viral Bearista Cup and healthier food options [2] - Global same-store sales also increased by 4%, exceeding the anticipated 2% growth [4] Financial Performance - For the fiscal first quarter ended December 28, Starbucks reported adjusted earnings per share of $0.56, slightly below the forecast of $0.59, while revenue reached $9.9 billion, exceeding expectations of $9.65 billion [5] - The company anticipates same-store sales growth for the full fiscal year to be 3% or better, with US same-store sales growth also expected to be 3% or better [7] Market Expansion and Strategy - Same-store sales in China rose by 7%, outperforming the expected 2.5% increase, with foot traffic up by 5% and average ticket size up by 2% [3] - Starbucks sold a majority stake in its China business to Boyu Capital for a valuation of $4 billion, which is expected to enhance its market presence [3][4] - The company plans to introduce more health and wellness options and an "afternoon platform" with new product offerings [6] Management Commentary - CFO Cathy Smith emphasized the momentum in business performance and the focus on sustainable, profitable long-term growth [8]

Group 1 - The coffee chain reported a 4% increase in U.S. same-store sales in the latest quarter, marking a return to growth for the first time since late 2023 [1]

Core Insights - Starbucks Corporation reported financial results for its fiscal first quarter ended December 28, 2025, indicating that the "Back to Starbucks" strategy is yielding positive results with increased customer engagement and sales momentum [3][6]. Q1 Fiscal Year 2026 Highlights - Net revenues for the North America segment increased by 3% year-over-year to $7.3 billion, driven by a 4% increase in comparable store sales, which included a 3% rise in transactions and a 1% increase in average ticket [6][9]. - Operating income for the North America segment decreased to $867 million, with an operating margin of 11.9%, down from 16.7% in the prior year, primarily due to labor investments and inflationary pressures [7][9]. - The International segment saw net revenues rise by 10% to $2.1 billion, supported by a 5% increase in comparable store sales and a 19% increase in operating income to $282.7 million [11][12]. - The Channel Development segment reported a 20% increase in net revenues to $522.7 million, attributed to growth in the Global Coffee Alliance and ready-to-drink business [13][14]. Company Update - Starbucks announced a joint venture with Boyu Capital to operate its retail in China, with Boyu acquiring up to a 60% interest, while Starbucks retains a 40% interest [20]. - The company appointed Anand Varadarajan as chief technology officer effective January 19, 2026 [20]. - A cash dividend of $0.62 per share was declared, reflecting the company's commitment to consistent value creation for shareholders [20]. Fiscal Year 2026 Guidance - The company anticipates global and U.S. comparable store sales growth of 3% or greater, with consolidated net revenues growing at a similar rate [20]. - Non-GAAP consolidated operating margin is expected to slightly improve year-over-year, with earnings per share projected in the range of $2.15 to $2.40 [20].