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]