SBUX · Consumer
STARBUCKS CORP
Ranked earnings events from SEC filings, earnings calls, press releases and news. Full Picture: what to focus on this earnings window
News · 2026-09-23
- Capital Expenditure ProgramImportance 64 · Surprise 42Starbucks plans to invest approximately $1 billion to remodel as many as 9,000 North American cafes. The upgrades are intended to improve customer service, seating, store interiors, customer loyalty, and store…
- Store Upgrades and Customer ExperienceImportance 64 · Surprise 42Starbucks plans to spend approximately $1 billion to remodel up to 9,000 North American locations as part of its Back to Starbucks turnaround strategy. The company is also upgrading company-operated stores across…
- Guidance / OutlookImportance 51 · Surprise 60Management raised its fiscal 2026 adjusted EPS guidance, according to third-party reporting on the company’s latest quarterly results. The reported guidance increase indicates management expects operational performance…
- Net Income and EPS PerformanceImportance 35 · Surprise 48Starbucks’ Q3 fiscal 2026 adjusted EPS exceeded consensus estimates by 28.8%, an increase above the materiality threshold for year-over-year or comparative performance changes. The EPS outperformance occurred alongside…
- Digital Channel GrowthImportance 31 · Surprise 42Starbucks is nearing 80%–90% coverage for digital menu boards across its stores. The rollout is intended to improve afternoon merchandising and support sales of Refreshers and food items. The initiative represents a…
- Revenue Performance and MixImportance 25 · Surprise 32Starbucks reported a 7.9% increase in global comparable sales in Q3 fiscal 2026. The company said Americas sales were cooler than expected during the quarter, with online shopping reducing visits to coffee bars. The…
News · 2026-09-21
- Litigation and Legal RiskImportance 37 · Surprise 42Starbucks won four of five cases against the National Labor Relations Board in the Fifth Circuit during 2026. The company has pursued a venue-shopping strategy that enables disputes originating elsewhere to be heard in…
- India Capability Centre ExpansionImportance 31 · Surprise 42Starbucks is reportedly planning a global capability center in Chennai, India. The initial phase is expected to create approximately 800 jobs, exceeding the materiality threshold for a workforce-related strategic…
- India Joint Venture ExpansionImportance 31 · Surprise 42Starbucks is reportedly planning a global capability center in Chennai, India, with approximately 800 jobs in its initial phase. The center would broaden Starbucks’ presence in India beyond its roughly 500 coffee shops…
News · 2026-09-20
- Menu / Product Innovation and PricingImportance 31 · Surprise 42Starbucks reformulated its chai latte recipe in March, reducing sweetener and introducing a new low-sugar base. The company says the change is intended to provide customers with more customization, but loyal customers…
News · 2026-09-19
- Litigation and Legal RiskImportance 31 · Surprise 42Starbucks reportedly resolved a Florida lawsuit concerning its diversity, equity and inclusion (DEI) policies. The resolution reportedly includes a nationwide agreement, extending beyond Florida. The reported coverage…
News · 2026-09-18
- Litigation and Legal RiskImportance 37 · Surprise 42Starbucks reached a settlement with the Florida attorney general over claims concerning race-based quota practices in diversity, equity and inclusion programs. The agreement requires Starbucks to stop using race- or…
News · 2026-09-17
- Japan Business Sale ExplorationImportance 64 · Surprise 42Starbucks is reportedly considering selling a majority stake in its Japan business for approximately $3 billion. The Japan operation comprises more than 1,800 stores, making the potential transaction a material…
- Capital Expenditure ProgramImportance 64 · Surprise 42Starbucks is investing $1 billion to revamp its North American coffeehouses. The program is intended to upgrade the company’s North American store base while Starbucks evaluates a potential monetization of its Japan…
- Japan Business Sale or IPOImportance 64 · Surprise 42Starbucks is reportedly considering selling a majority stake in its Japan business at an estimated valuation of approximately $3 billion. The Japan operation comprises more than 1,800 stores, making the potential…
- Litigation and Legal RiskImportance 40 · Surprise 42Starbucks agreed to settle a lawsuit brought by the Florida Attorney General’s Office concerning alleged race- and sex-based preferences in hiring, promotion and pay decisions. The company will pay $1 million, submit…
- Store Count and ExpansionImportance 26 · Surprise 24Starbucks plans to open 600–650 new coffeehouses in fiscal 2026. The expansion is focused on international markets and a more capital-efficient licensing model. Starbucks plans to use new store prototypes and…
News · 2026-09-16
- Japan Business Sale or IPOImportance 58 · Surprise 42Starbucks is considering selling a majority stake in its Japan business at a potential valuation of approximately $3 billion. Starbucks Japan operates 1,883 stores, representing nearly 9% of the company’s global…
News · 2026-09-15
- Institutional Ownership IncreaseImportance 3 · Surprise 6Bank of America acquired more than 15.4 million Starbucks shares during the second quarter for approximately $1.58 billion. The position represented 1.36% of Starbucks. Other institutional investors also adjusted their…
News · 2026-09-11
- Menu / Product Innovation and PricingImportance 23 · Surprise 24Starbucks is emphasizing its Refreshers beverage line to increase afternoon customer traffic. The strategy targets a daypart where Starbucks is seeking additional demand. Dutch Bros and McDonald’s are identified as…
News · 2026-09-10
- Strategic InitiativesImportance 96 · Surprise 100Starbucks plans to upgrade approximately 1,500 stores by the end of fiscal 2026 and thousands more thereafter under its “Back to Starbucks” turnaround strategy. The company is reportedly spending $1 billion on cafe…
- China Strategic Joint VentureImportance 84 · Surprise 100Starbucks highlighted expansion potential in China following its partnership with Boyu Capital. The company currently operates more than 8,000 coffeehouses in China. Starbucks is targeting growth to between 15,000 and…
- China Store ExpansionImportance 77 · Surprise 82Starbucks expects significant long-term growth in China, where it currently operates more than 8,000 coffeehouses. Following its partnership with Boyu Capital, the company is targeting expansion to between 15,000 and…
- Capital Expenditure ProgramImportance 58 · Surprise 42Starbucks is reportedly spending $1 billion on cafe upgrades, including armchairs, plants and hardcover books, to improve the in-store customer experience. The company plans to upgrade approximately 1,500 stores by the…
- Store Upgrades and Customer ExperienceImportance 58 · Surprise 42Starbucks is prioritizing cafe makeovers and customer-experience improvements in the next phase of its turnaround. The company plans to upgrade approximately 1,500 stores by the end of the current fiscal year and…
- Menu / Product Innovation and PricingImportance 26 · Surprise 30Starbucks is seeking to strengthen afternoon demand through its Refreshers beverage platform. The company also plans to broaden health-and-wellness product offerings. These initiatives are intended to extend sales…
News · 2026-09-09
- Market Demand TrendsImportance 17 · Surprise 24Starbucks CEO Brian Niccol’s first two years were described as a qualified success in restoring customer traffic. Store improvements and marketing initiatives helped bring customers back to the world’s largest…
News · 2026-09-08
- Market Demand TrendsImportance 17 · Surprise 24Starbucks’ U.S. same-store sales were described as declining, contributing to recent share underperformance. Separate coverage said the company’s sales performance indicates that management’s turnaround efforts are…
News · 2026-09-05
- Menu / Product Innovation and PricingImportance 26 · Surprise 24Starbucks refreshed its menu, prompting negative reactions from loyal tea customers who sought the return of the prior chai formula. The fall launch of Pumpkin Spice Latte and limited-release Unicorn Frappuccino…
- Market Demand TrendsImportance 17 · Surprise 24Starbucks’ U.S. same-store sales were described as declining, contributing to recent share underperformance. Separate coverage said the company’s sales performance indicates that management’s turnaround efforts are…
News · 2026-09-04
- Litigation and Legal RiskImportance 34 · Surprise 42A Black Starbucks shift supervisor filed a racial-harassment lawsuit in the U.S. District Court for the Northern District of Georgia, alleging criticism of her hairstyles and reduced work hours after she complained.…
- Menu / Product Innovation and PricingImportance 26 · Surprise 24Starbucks refreshed its menu, prompting negative reactions from loyal tea customers who sought the return of the prior chai formula. The fall launch of Pumpkin Spice Latte and limited-release Unicorn Frappuccino…
- Market Demand TrendsImportance 17 · Surprise 24Starbucks’ U.S. same-store sales were described as declining, contributing to recent share underperformance. Separate coverage said the company’s sales performance indicates that management’s turnaround efforts are…
News · 2026-09-03
- Litigation and Legal RiskImportance 34 · Surprise 42A Black Starbucks shift supervisor filed a racial-harassment lawsuit in the U.S. District Court for the Northern District of Georgia, alleging criticism of her hairstyles and reduced work hours after she complained.…
- Guidance / OutlookImportance 26 · Surprise 6Starbucks maintained its fiscal 2026 earnings-per-share guidance, according to third-party reporting dated September 3, 2026. The report linked the unchanged outlook to quarterly adjusted EPS of $0.85 and revenue of…
- Market Demand TrendsImportance 17 · Surprise 24Starbucks’ U.S. same-store sales were described as declining, contributing to recent share underperformance. Separate coverage said the company’s sales performance indicates that management’s turnaround efforts are…
- Revenue Performance and MixImportance 13 · Surprise 6Starbucks reported quarterly revenue of $9.32 billion, exceeding analyst expectations. Adjusted quarterly EPS was $0.85, also above expectations. The company maintained its FY2026 EPS guidance, indicating no change to…
News · 2026-09-01
- Debt and Liquidity PositionImportance 58 · Surprise 42Starbucks reportedly paid down approximately $1.8 billion of debt. The debt reduction is expected to lower leverage and financing costs while improving the company’s liquidity position. Strong liquidity and borrowing…
News · 2026-08-29
- Quarterly Dividend DeclarationImportance 13 · Surprise 6Starbucks announced a quarterly dividend of $0.62 per share. The dividend represents a recurring cash distribution to shareholders, although the digest does not provide the record date, payment date, or total expected…
News · 2026-08-26
- Guidance / OutlookImportance 51 · Surprise 60Starbucks raised its fiscal 2026 adjusted EPS guidance to a range of $2.55 to $2.65. The updated outlook followed fiscal third-quarter EPS of $0.85 and revenue of $9.32 billion, which exceeded analyst estimates.…
- Revenue Performance and MixImportance 31 · Surprise 32Starbucks reported fiscal third-quarter revenue of $9.32 billion, exceeding analyst estimates. Global comparable-store sales increased 7.9%, indicating stronger sales performance across the company’s store base.…
- Same-Store Sales GrowthImportance 31 · Surprise 32Starbucks reported global comparable-store sales growth of 7.9% in fiscal third quarter. Transaction volume increased 4.2%, indicating stronger customer traffic across its worldwide company-operated and licensed store…
News · 2026-08-25
- Guidance / OutlookImportance 62 · Surprise 68Starbucks raised its full-year 2026 outlook following stronger-than-expected fiscal third-quarter results. Third-party reporting attributes the outlook improvement to a 7.9% increase in global comparable-store sales…
- Restructuring and HeadcountImportance 37 · Surprise 42Starbucks is reportedly eliminating another 224 corporate positions at its Seattle headquarters as part of a broader restructuring plan announced in May. The cuts are intended to streamline the corporate organization…
- Same-Store Sales GrowthImportance 37 · Surprise 32Starbucks reportedly delivered four consecutive quarters of comparable-store sales growth, including a 7.9% global increase in Q3 2026. Baird attributed improving performance to the company’s “Back to Starbucks”…
- Menu / Product Innovation and PricingImportance 34 · Surprise 42Starbucks launched its 2026 fall menu on August 25, led by the Pumpkin Spice Latte and additional seasonal beverages. The company also relaunched the Unicorn Frappuccino and introduced a Blueberry Matcha Daily Fiber…
- Revenue Performance and MixImportance 30 · Surprise 14Starbucks reported fiscal-third-quarter 2026 revenue of approximately $9.32 billion. The quarterly revenue exceeded analyst expectations alongside a reported Q3 EPS of $0.85. Comparable-store sales growth of 7.9%…
- Competition and Market ShareImportance 26 · Surprise 24Starbucks faces intensified competition during the fall beverage season from Dutch Bros, First Watch, Dunkin, Krispy Kreme, and Panera. Competitors including McDonald’s and Dunkin are expanding into the Refresher-style…
- Macroeconomic Consumer PressureImportance 20 · Surprise 24Baird expects restaurant sales to remain uneven because of persistent consumer pressures. The report nevertheless says Starbucks is benefiting from positive execution under CEO Brian Niccol's Back to Starbucks…
- Quarterly Dividend DeclarationImportance 13 · Surprise 6Starbucks declared a quarterly dividend of $0.62 per share. The dividend was reported alongside quarterly results that exceeded analyst expectations for EPS and revenue. The declaration represents a continuing cash…
News · 2026-08-24
- Guidance / OutlookImportance 51 · Surprise 60Third-party reporting states that Starbucks raised its fiscal 2026 guidance following improved service execution, product availability, and brand engagement. The reported turnaround strategy is “Back to Starbucks,”…
- Restructuring and HeadcountImportance 40 · Surprise 42Starbucks plans to lay off more than 200 employees at its Seattle headquarters in fall 2026. Approximately 120 employees declined relocation to Nashville, while another 104 positions are being eliminated through…
- Nashville Office ExpansionImportance 34 · Surprise 42Starbucks is shifting some Seattle headquarters positions to Nashville as part of its organizational restructuring. Approximately 120 Seattle employees declined relocation, contributing to the planned fall 2026…
- Revenue Performance and MixImportance 18 · Surprise 14Starbucks reported quarterly revenue of $9.32 billion, representing a 1.4% year-over-year decline. Quarterly EPS was $0.85, exceeding analyst expectations despite the revenue contraction. The reported results indicate…
- Macroeconomic Consumer PressureImportance 17 · Surprise 24Starbucks India moderated expansion for two years amid a slowdown in discretionary spending. The reported market response now includes renewed expansion, supported by consistent same-store sales growth. Separately,…
News · 2026-08-23
- India Joint Venture ExpansionImportance 34 · Surprise 42Starbucks India is resuming aggressive store expansion after two years of business-model recalibration. The India operation is a 50:50 joint venture with Tata Consumer Products Ltd. The plan prioritizes higher store…
- Store Count and ExpansionImportance 34 · Surprise 42Starbucks India is restarting aggressive store expansion after two years of business-model recalibration. The India business, operated through a 50:50 joint venture with Tata Consumer Products, plans to increase store…
- Revenue Performance and MixImportance 18 · Surprise 14Starbucks reported quarterly revenue of $9.32 billion, representing a 1.4% year-over-year decline. Quarterly EPS was $0.85, exceeding analyst expectations despite the revenue contraction. The reported results indicate…
- Macroeconomic Consumer PressureImportance 17 · Surprise 24Starbucks India moderated expansion for two years amid a slowdown in discretionary spending. The reported market response now includes renewed expansion, supported by consistent same-store sales growth. Separately,…
- Quarterly Dividend DeclarationImportance 13 · Surprise 6Starbucks declared a quarterly dividend of $0.62 per share. The dividend was reported alongside quarterly revenue of $9.32 billion and EPS of $0.85. The declaration represents an ongoing cash return to shareholders…