Zacks Investment Research·13h ago
SBUX's Digital Menu Rollout Nears 90%: Can It Lift Afternoon Sales?Starbucks is nearing 80-90% digital menu board coverage, aiming to sharpen afternoon merchandising as Refreshers and food attach gain traction.
Starbucks is navigating a challenging turnaround characterized by stalled revenue growth (-1.4% YoY in 2026Q3) and compressed operating margins (10.5% vs. 16.7% in 2024Q3). While recent earnings beat and improved cash flow (FCF margin 14.5%) suggest some stabi...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth has stalled at -1.4% YoY in 2026Q3, while operating margin has contracted to 10.5% from 16.7% in 2024Q3, indicating strained profitability.
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 9/24/2026, 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) |
|---|---|---|
Q3 2026Latest 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 |
Q4 2025 Oct 29, 2025 | $0.52-6.5% vs $0.56 | $9.6B+2.6% vs $9.3B |
Starbucks is nearing 80-90% digital menu board coverage, aiming to sharpen afternoon merchandising as Refreshers and food attach gain traction.
Starbucks (SBUX) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
Both McDonald's and Starbucks trail the 10-year Treasury yield right now, so picking the wrong one doesn't just mean slower growth. It means betting a retirement portfolio on a payout that might not survive the next decade.
Explore the exciting world of Starbucks (SBUX +0.22%) with our contributing expert analysts in this Motley Fool Scoreboard episode. Check out the video below to gain valuable insights into market trends and potential investment opportunities!
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 |
|---|---|---|---|---|---|---|---|
| $94.14 | $107.32B | 57.75 | 2.79% | 4.99% | — | 2.58% | |
| $238.32 | $169.33B | 19.94 | 3.72% | 31.72% | — | — | |
| $71.66 | $24.86B | 30.49 | 12.23% | 13.13% | 24.24% | — | |
| $140.69 | $38.78B | 25.30 | 8.81% | 25.42% | — | — | |
| $296.43 | $9.81B | 16.87 | 4.96% | 11.86% | — | — | |
| $6.73 | $1.28B | 7.92 | -3.1% | 5.72% | 109% | — |
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)
Jul 29, 2026·SEC
Jun 12, 2026·SEC
May 20, 2026·SEC
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Starbucks Corporation (SBUX) stock FAQ — growth, dividends, profitability & financials explained
Starbucks Corporation (SBUX) reported $38.33B in revenue for fiscal year 2025. This represents a 5392% increase from $697.9M in 1996.
Starbucks Corporation (SBUX) grew revenue by 2.8% over the past year. Growth has been modest.
Yes, Starbucks Corporation (SBUX) is profitable, generating $1.98B in net income for fiscal year 2025 (5.0% net margin).
Yes, Starbucks Corporation (SBUX) pays a dividend with a yield of 2.58%. This makes it attractive for income-focused investors.
Starbucks Corporation (SBUX) generated $3.64B in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
