Core Insights - Starbucks Corporation has experienced significant underperformance compared to the broader market, with its stock dropping 7.8% in 2025 and 13.6% over the past 52 weeks, while the S&P 500 Index gained 17.2% year-to-date and 18.1% over the past year [2] - The company's new CEO Brian Niccol's "Back to Starbucks" strategy has not yielded the expected results, as comparable sales have consistently declined, with North America comps remaining flat year-over-year in Q4 2025, although international comps improved by 3% [4] - Despite a 5.5% year-over-year increase in overall topline to $9.6 billion, adjusted EPS plummeted 35% year-over-year to $0.52, missing consensus estimates by 5.5% [5] Financial Performance - Starbucks' overall topline increased to $9.6 billion, beating market expectations, but margins were squeezed due to lower average ticket sizes in international markets and subdued local market performance [5] - Analysts expect Starbucks to deliver solid double-digit growth in earnings for fiscal 2026, but the company has a mixed earnings surprise history, surpassing bottom-line estimates only once in the past four quarters [6] Analyst Ratings - The consensus rating for Starbucks is "Moderate Buy," with 35 analysts covering the stock, including 16 "Strong Buys," 2 "Moderate Buys," 13 "Holds," 2 "Moderate Sells," and 2 "Strong Sells" [7]