Zacks Investment Research·1d ago
Starbucks' U.S. Comps Jump 7.7%: Can Traffic Momentum Last?SBUX's U.S. comps jump 7.7% in fiscal Q4 on stronger traffic and tickets, but slowing transactions and closure benefits test the recovery's staying power.
Starbucks trades at a steep premium, with a trailing P/E of 65.13 and forward P/E of 33.43, while revenue has stayed within a narrow $8.8B to $9.9B band and the most recent quarter declined 4.5% year over year, suggesting top-line momentum has not yet re-established.
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue has hovered near $9.1B to $9.5B in recent quarters with a 4.5% year-over-year decline in the latest period, while operating margin of 10.8% and net margin of 7.4% suggest profitability is recovering but remains volatile and below peer levels.
Starbucks successfully executed cash tender offers for senior notes, reducing debt and demonstrating robust financial health with strong bondholder participation.
The company is tying tech employee bonuses to AI usage, indicating a strategic push to leverage AI for productivity and cost savings.
Starbucks is advancing its 'Back to Starbucks' plan, focusing on store revitalization and broadening revenue streams through licensing and Channel Development.
Trailing total returns as of 11/8/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Oct 29, 2026 | $0.80+11.3% vs $0.72 | $9.1B-0.9% vs $9.2B |
Q3 2026 Jul 29, 2026 | $0.85+28.8% vs $0.66 | $9.3B+1.6% vs $9.2B |
Q2 2026 Apr 28, 2026 | $0.50+17.6% vs $0.43 | $9.5B+4.0% vs $9.2B |
Q1 2026 Jan 28, 2026 | $0.56-4.4% vs $0.59 | $9.9B+2.7% vs $9.7B |
SBUX's U.S. comps jump 7.7% in fiscal Q4 on stronger traffic and tickets, but slowing transactions and closure benefits test the recovery's staying power.
Five dividend payers share a cash-in window that closes within days, and one of them pays out more than it earns. Find out which names look bulletproof, which carry heavy debt, and who needs to act before Monday.
AIA Group Ltd reduced its position in shares of Starbucks Corporation (NASDAQ: SBUX) by 19.4% during the undefined quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 70,465 shares of the coffee company's stock after selling 16,948 shares during the quarter. AIA Group Ltd's holdings
First Nebraska Trust Co purchased a new stake in Starbucks Corporation (NASDAQ: SBUX) during the undefined quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm purchased 5,904 shares of the coffee company's stock, valued at approximately $555,000. Other institutional investors also recently
Benchmark SBUX against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Starbucks Corporation (SBUX)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $105.41 | $120.17B | 47.75 | 1.95% | 6.67% | — | 2.34% | |
| $276.52 | $196.47B | 21.77 | 3.72% | 32.38% | — | 2.58% | |
| $77.69 | $26.96B | 23.67 | 12.23% | 15.35% | 28.07% | 3.12% | |
| $161.14 | $44.41B | 12.82 | 8.81% | 39.14% | — | 1.76% | |
| $334.28 | $11.06B | 18.17 | 4.96% | 12.03% | — | 2.07% | |
| $8.15 | $1.55B | 16.13 | -3.1% | 4.4% | 81.11% | 8.19% |
Starbucks Corporation (SBUX) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Starbucks Corporation (SBUX) SEC filings — annual & quarterly reports (10-K, 10-Q)
Oct 29, 2026·SEC
Jul 29, 2026·SEC
Jun 12, 2026·SEC
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Starbucks Corporation (SBUX) stock FAQ — growth, dividends, profitability & financials explained
Starbucks Corporation (SBUX) reported $37.91B in revenue in fiscal year 2026, which is also its trailing twelve months. That is 3787% more than the $975.4M of fiscal year 1997.
Starbucks Corporation (SBUX) grew revenue by 1.9% over the trailing twelve months, compared with the twelve months before.
Yes. Starbucks Corporation (SBUX) earned $2.53B in net income over the trailing twelve months (a 6.7% net margin).
Yes. Starbucks Corporation (SBUX) pays a dividend that yields 2.34% at the current price, a moderate yield.
Starbucks Corporation (SBUX) generated $3.72B in free cash flow over the trailing twelve months.
