Analyst Consensus ?
ConsensusHold57 ratings
Bullish2849.1%
Neutral2645.6%
Bearish35.3%
1 unmapped firm rating excluded from the percentages.
Starbucks Corporation · SBUX · FY2025 Q4 · Calendar Q4 2025
Starbucks sees early traffic recovery as costs pressure margins
The quarter provides early evidence that Starbucks' operating reset is improving traffic and service execution, but it does not yet establish a durable earnings recovery. Positive comparable sales and international momentum support the strategy, while margin compression and execution risks remain the central counterpoints.
Reported After market closeNASDAQConsumer Cyclical
$107.97B market cap
100quality score
Earnings scorecard
Reported versus consensus
Reported EPS
$0.52
Consensus $0.56
EPS surprise
-6.5%
Reported versus consensus
Reported revenue
$9.57B
Consensus $9.33B
Revenue surprise
+2.6%
Reported versus consensus
Market reaction
event-close to next-session close
Stock move
-1.2%
Event window
SPY move
-1.1%
Same window
Abnormal move
-0.1%
Stock minus SPY
Volume
2.0×
Versus trailing sessions
Subsequent drift
+4.8%
Up to 20 sessions
SBUXSPY benchmark
Ask FN2 about SBUX FY2025 Q4
Transcript, numbers and history already loaded
Why did SBUX fall 1.2% after missing EPS estimates in FY2025 Q4?What changed in SBUX's guidance and outlook in FY2025 Q4?Give me the bull and bear case for SBUX after FY2025 Q4 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
The current quarter marked a shift from declining to positive global comparable sales, with reported revenue growth and stronger transaction trends. Compared with the prior quarter, management emphasized broader operational progress, but also reported sharper margin pressure from coffee inflation and labor costs, alongside 107 store closures.
Guidance delta
No formal guidance was provided. Management expressed confidence that the Back to Starbucks strategy is on track and momentum can continue into fiscal 2026.
Key takeaways
- Global comparable sales turned positive for the first time in seven quarters, alongside 5% revenue growth.
- Green Apron Service and staffing investments are associated with faster service and transaction growth.
- International markets remained a major source of momentum, while Starbucks closed 107 stores to improve profitability and focus on viable locations.
- Coffee inflation and higher labor costs drove a 500-basis-point operating-margin decline, leaving the recovery dependent on execution and cost discipline.
Management priorities
- Continue scaling Green Apron Service and staffing enhancements.
- Advance menu innovation, including the protein platform, matcha and holiday offerings.
- Complete store uplifts, expand digital and delivery capabilities, and test a small-format coffeehouse prototype.
- Enhance Starbucks Rewards, the mobile app and brand activations.
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Try FN2 freeEarnings History
Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$94.71Previous close
$70Low
$108.1Average
$165High
Latest persisted target per named analyst; persisted previous close from FN2's market snapshot as of Oct 5, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| JP Morgan | Overweight | Overweight | Maintain | Sep 29, 2026 |
| BTIG | Buy | Buy | Maintain | Jul 31, 2026 |
| Wells Fargo | Overweight | Overweight | Maintain | Jul 30, 2026 |
| UBS | Neutral | Neutral | Maintain | Jul 30, 2026 |
| TD Cowen | Buy | Buy | Maintain | Jul 30, 2026 |
| RBC Capital | Sector Perform | Sector Perform | Maintain | Jul 30, 2026 |
| Morgan Stanley | Overweight | Overweight | Maintain | Jul 30, 2026 |
| Evercore ISI Group | Outperform | Outperform | Maintain | Jul 30, 2026 |
| DA Davidson | Neutral | Neutral | Maintain | Jul 30, 2026 |
| Citigroup | Neutral | Neutral | Maintain | Jul 30, 2026 |
| BNP Paribas | Underperform | Underperform | Maintain | Jul 30, 2026 |
| Stifel | Buy | Buy | Maintain | May 6, 2026 |
| Guggenheim | Neutral | Neutral | Maintain | Apr 29, 2026 |
| Baird | Outperform | Outperform | Maintain | Apr 29, 2026 |
| Jefferies | Hold | Underperform | Upgrade | Apr 13, 2026 |
| Freedom Broker | Hold | Hold | Maintain | Mar 11, 2026 |
| Wolfe Research | Outperform | Outperform | Maintain | Jan 30, 2026 |
| Piper Sandler | Overweight | Overweight | Maintain | Jan 30, 2026 |
| Barclays | Overweight | Overweight | Maintain | Jan 30, 2026 |
| Mizuho | Neutral | Neutral | Maintain | Jan 26, 2026 |
| William Blair | Outperform | Market Perform | Upgrade | Jan 23, 2026 |
| B of A Securities | Buy | Buy | Maintain | Jan 21, 2026 |
| BWG Global | Positive | Mixed | Upgrade | Jan 15, 2026 |
| BMO Capital | Outperform | Outperform | Maintain | Jul 30, 2025 |
| Bernstein | Outperform | Outperform | Maintain | Jul 2, 2025 |
| TD Securities | Hold | Hold | Maintain | Jun 24, 2025 |
| Goldman Sachs | Neutral | Neutral | Maintain | Jun 12, 2025 |
| Wedbush | Neutral | Neutral | Maintain | Jan 29, 2025 |
| Deutsche Bank | Buy | Buy | Maintain | Jan 29, 2025 |
| Redburn Atlantic | Sell | Neutral | Downgrade | Nov 13, 2024 |
| Oppenheimer | Perform | Perform | Maintain | Aug 26, 2024 |
| DZ Bank | Sell | Hold | Downgrade | Aug 21, 2024 |
| HSBC | Hold | Hold | Maintain | May 3, 2024 |
| Stephens & Co. | Equal Weight | Equal Weight | Maintain | Jan 31, 2024 |
| Gordon Haskett | Hold | Buy | Downgrade | Jan 16, 2024 |
| Credit Suisse | Outperform | Outperform | Maintain | May 3, 2023 |
| OTR Global | Positive | Mixed | Upgrade | Apr 10, 2023 |
| Cowen & Co. | Outperform | Outperform | Maintain | Feb 3, 2023 |
| MKM Partners | Buy | Buy | Maintain | Mar 17, 2022 |
| Argus Research | Hold | Buy | Downgrade | Nov 4, 2021 |
| Atlantic Equities | Neutral | Overweight | Downgrade | Sep 30, 2021 |
| Telsey Advisory Group | Market Perform | Market Perform | Maintain | Mar 17, 2021 |
| Keybanc | Overweight | Downgrade | Jun 11, 2020 | |
| Citi | Buy | Buy | Maintain | Nov 20, 2019 |
| Bank of America | Buy | Buy | Maintain | Oct 31, 2019 |
| Stifel Nicolaus | Hold | Hold | Maintain | Jul 26, 2019 |
| Piper Jaffray | Neutral | Neutral | Maintain | Jun 10, 2019 |
| Argus | Buy | Hold | Upgrade | Nov 12, 2018 |
| PiperJaffray | Neutral | Overweight | Downgrade | Aug 22, 2018 |
| BTIG Research | Neutral | Buy | Downgrade | Jun 20, 2018 |
| Nomura | Buy | Buy | Maintain | Nov 3, 2017 |
| CLSA | Buy | Buy | Maintain | Sep 28, 2016 |
| Janney Montgomery Scott | Neutral | Buy | Downgrade | Jan 5, 2015 |
| Janney Capital | Neutral | Buy | Downgrade | Jan 5, 2015 |
| Belus Capital | Buy | Hold | Upgrade | Jul 21, 2014 |
| Williams Capital | Outperform | Market Perform | Upgrade | Aug 1, 2013 |
| McAdams Wright Ragen | Hold | Hold | Maintain | Jan 25, 2013 |
| Bank oferica | Neutral | Neutral | Maintain | Apr 13, 2012 |
Named analyst price targets
Upside is calculated against the persisted previous close $94.71. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| Needham | Analyst unavailable | $120 | $108.02 | +26.7% | Aug 18, 2026 |
| Melius Research | Analyst unavailable | $110 | $105.16 | +16.1% | Aug 3, 2026 |
| D.A. Davidson | Matt Curtis | $110 | $107.62 | +16.1% | Jul 30, 2026 |
| Deutsche Bank | Lauren Silberman | $126 | $105.75 | +33.0% | Jul 30, 2026 |
| Robert W. Baird | Analyst unavailable | $124 | $104.14 | +30.9% | Jul 30, 2026 |
| UBS | Analyst unavailable | $112 | $104.14 | +18.3% | Jul 30, 2026 |
| Wells Fargo | Analyst unavailable | $125 | $104.14 | +32.0% | Jul 30, 2026 |
| BMO Capital | Andrew Strelzik | $130 | $104.14 | +37.3% | Jul 30, 2026 |
| Wells Fargo | Analyst unavailable | $120 | $105.11 | +26.7% | Jul 16, 2026 |
| Morgan Stanley | Brian Harbour | $111 | $106.17 | +17.2% | Jul 15, 2026 |
| Stifel Nicolaus | Chris O'Cull | $117 | $104.94 | +23.5% | May 6, 2026 |
| D.A. Davidson | Analyst unavailable | $102 | $105.56 | +7.7% | Apr 29, 2026 |
| Piper Sandler | Brian Mullan | $110 | $105.89 | +16.1% | Apr 29, 2026 |
| Evercore ISI | Analyst unavailable | $115 | $104.04 | +21.4% | Apr 29, 2026 |
| Morgan Stanley | Brian Harbour | $110 | $103.58 | +16.1% | Apr 29, 2026 |
| RBC Capital | Analyst unavailable | $110 | $97.28 | +16.1% | Apr 29, 2026 |
| Guggenheim | Analyst unavailable | $97 | $97.28 | +2.4% | Apr 29, 2026 |
| Robert W. Baird | David Tarantino | $117 | $97.28 | +23.5% | Apr 29, 2026 |
| Wells Fargo | Analyst unavailable | $115 | $97.28 | +21.4% | Apr 29, 2026 |
| Stifel Nicolaus | Chris O'Cull | $115 | $98.95 | +21.4% | Apr 21, 2026 |
| RBC Capital | Logan Reich | $105 | $97.57 | +10.9% | Mar 17, 2026 |
| Guggenheim | Gregory Francfort | $95 | $97.15 | +0.3% | Mar 4, 2026 |
| BMO Capital | Analyst unavailable | $120 | $92.37 | +26.7% | Jan 30, 2026 |
| Barclays | Analyst unavailable | $116 | $93.88 | +22.5% | Jan 30, 2026 |
| Deutsche Bank | Lauren Silberman | $113 | $94.09 | +19.3% | Jan 29, 2026 |
| Wells Fargo | Zachary Fadem | $110 | $97.98 | +16.1% | Jan 28, 2026 |
| New Street | Gregory Francfort | $90 | $96.33 | -5.0% | Jan 27, 2026 |
| Guggenheim | Gregory Francfort | $90 | $96.5 | -5.0% | Jan 26, 2026 |
| Mizuho Securities | Nick Setyan | $95 | $97.62 | +0.3% | Jan 26, 2026 |
| Gordon Haskett Capital Corporation | Analyst unavailable | $95 | $95.83 | +0.3% | Jan 23, 2026 |
| Susquehanna | Analyst unavailable | $114 | $93.66 | +20.4% | Jan 21, 2026 |
| Mizuho Securities | Analyst unavailable | $86 | $88.18 | -9.2% | Jan 9, 2026 |
| Barclays | Analyst unavailable | $110 | $89.46 | +16.1% | Jan 7, 2026 |
| RBC Capital | Analyst unavailable | $100 | $85.2 | +5.6% | Oct 30, 2025 |
| Bernstein | Danilo Gargiulo | $100 | $84.17 | +5.6% | Oct 30, 2025 |
| Mizuho Securities | Nick Setyan | $84 | $87.22 | -11.3% | Oct 27, 2025 |
| Barclays | Analyst unavailable | $95 | $85.9 | +0.3% | Oct 22, 2025 |
| UBS | Dennis Geiger | $94 | $84.53 | -0.7% | Oct 21, 2025 |
| Morgan Stanley | Analyst unavailable | $105 | $85.36 | +10.9% | Oct 20, 2025 |
| Wells Fargo | Analyst unavailable | $100 | $82.86 | +5.6% | Oct 16, 2025 |
| BTIG | Analyst unavailable | $105 | $83.83 | +10.9% | Sep 25, 2025 |
| Loop Capital Markets | Anthony Chukumba | $165 | $93.37 | +74.2% | Aug 12, 2025 |
| Piper Sandler | Analyst unavailable | $105 | $92.76 | +10.9% | Jul 30, 2025 |
| Morgan Stanley | Analyst unavailable | $103 | $92.76 | +8.8% | Jul 30, 2025 |
| Evercore ISI | David Palmer | $105 | $91.5 | +10.9% | Jun 24, 2025 |
| TD Securities | Andrew Charles | $90 | $83.7 | -5.0% | May 29, 2025 |
| Guggenheim | Gregory Francfort | $83 | $84.85 | -12.4% | Apr 29, 2025 |
| Barclays | Analyst unavailable | $106 | $81.75 | +11.9% | Apr 22, 2025 |
| Stifel Nicolaus | Chris O'Cull | $103 | $83.71 | +8.8% | Apr 15, 2025 |
| RBC Capital | Logan Reich | $115 | $99.23 | +21.4% | Nov 15, 2024 |
| CFRA | Arun Sundaram | $103 | $97.7 | +8.8% | Oct 31, 2024 |
| CFRA | Arun Sundaram | $104 | $97.65 | +9.8% | Oct 23, 2024 |
| Stifel Nicolaus | Chris O'Cull | $105 | $96.82 | +10.9% | Oct 23, 2024 |
| UBS | Dennis Geiger | $95 | $96.82 | +0.3% | Oct 23, 2024 |
| Guggenheim | Gregory Francfort | $93 | $96.82 | -1.8% | Oct 23, 2024 |
| Goldman Sachs | Christine Cho | $105 | $96.82 | +10.9% | Oct 23, 2024 |
| Citigroup | Jon Tower | $96 | $96.82 | +1.4% | Oct 23, 2024 |
| Deutsche Bank | Lauren Silberman | $120 | $96.82 | +26.7% | Oct 23, 2024 |
| Bank of America Securities | Sara Senatore | $117 | $96.23 | +23.5% | Oct 22, 2024 |
| BTIG | Peter Saleh | $115 | $95.81 | +21.4% | Oct 17, 2024 |
| Citigroup | Jon Tower | $99 | $96.09 | +4.5% | Oct 7, 2024 |
| Piper Sandler | Charles Neivert | $132.5 | $48.63 | +39.9% | Sep 26, 2024 |
| Bernstein | Danilo Gargiulo | $115 | $97.36 | +21.4% | Sep 26, 2024 |
| Jefferies | Andy Barish | $76 | $95.48 | -19.8% | Sep 24, 2024 |
| Robert W. Baird | Ghansham Panjabi | $70 | $92.56 | -26.1% | Aug 14, 2024 |
| Citigroup | Jon Tower | $98 | $95.9 | +3.5% | Aug 14, 2024 |
| Evercore ISI | David Palmer | $120 | $95.9 | +26.7% | Aug 14, 2024 |
| Stifel Nicolaus | Chris O'Cull | $110 | $95.9 | +16.1% | Aug 14, 2024 |
| Piper Sandler | Brian Mullan | $103 | $95.9 | +8.8% | Aug 13, 2024 |
| Robert W. Baird | David Tarantino | $110 | $95.9 | +16.1% | Aug 13, 2024 |
| Wedbush | Nick Setyan | $80 | $79.15 | -15.5% | Jul 31, 2024 |
| BMO Capital | Andrew Strelzik | $100 | $76.55 | +5.6% | Jul 22, 2024 |
| Goldman Sachs | Christine Cho | $110 | $79.38 | +16.1% | Jun 13, 2024 |
| Piper Sandler | Brian Mullan | $85 | $73.11 | -10.3% | May 6, 2024 |
| HSBC | Meredith Prichard Jensen | $84 | $74.93 | -11.3% | May 3, 2024 |
| UBS | Dennis Geiger | $85 | $88.49 | -10.3% | May 1, 2024 |
| BTIG | Peter Saleh | $100 | $88.49 | +5.6% | May 1, 2024 |
| Guggenheim | Gregory Francfort | $91 | $86.21 | -3.9% | Apr 18, 2024 |
| Morgan Stanley | Brian Harbour | $115 | $85.9 | +21.4% | Apr 12, 2024 |
| Stifel Nicolaus | Chris O'Cull | $90 | $85.95 | -5.0% | Apr 11, 2024 |
| Wells Fargo | Bonnie Herzog | $105 | $91.39 | +10.9% | Apr 1, 2024 |
| Robert W. Baird | David Tarantino | $100 | $91.01 | +5.6% | Mar 18, 2024 |
| Guggenheim | Gregory Francfort | $100 | $92.75 | +5.6% | Feb 1, 2024 |
| Wedbush | Nick Setyan | $75 | $93.54 | -20.8% | Jan 31, 2024 |
| Morgan Stanley | Brian Harbour | $120 | $92.7 | +26.7% | Jan 16, 2024 |
| Deutsche Bank | Brian Mullan | $118 | $91.35 | +24.6% | Nov 2, 2023 |
| Morgan Stanley | Brian Harbour | $102 | $91.35 | +7.7% | Nov 1, 2023 |
| Wedbush | Nick Setyan | $105 | $103.77 | +10.9% | Aug 2, 2023 |
| Stephens | Joshua Lang | $110 | $100.46 | +16.1% | Aug 1, 2023 |
| Citigroup | Analyst unavailable | $112 | $104.65 | +18.3% | Feb 6, 2023 |
| Wedbush | Nick Setyan | $110 | $104.3 | +16.1% | Feb 3, 2023 |
| Barclays | Analyst unavailable | $123 | $109.15 | +29.9% | Feb 3, 2023 |
| Cowen & Co. | Analyst unavailable | $116 | $109.15 | +22.5% | Feb 3, 2023 |
| Cowen & Co. | Analyst unavailable | $112 | $100.83 | +18.3% | Jan 4, 2023 |
| Loop Capital Markets | Joe Gomes | $100 | $103.74 | +5.6% | Dec 9, 2022 |
| Deutsche Bank | Analyst unavailable | $106 | $105.05 | +11.9% | Dec 5, 2022 |
| Deutsche Bank | Brian Mullan | $100 | $91.86 | +5.6% | Nov 4, 2022 |
| Morgan Stanley | John Glass | $96 | $92.11 | +1.4% | Sep 15, 2022 |
| Deutsche Bank | Analyst unavailable | $101 | $92.7 | +6.6% | Sep 15, 2022 |
| Wedbush | Nick Setyan | $86 | $86.31 | -9.2% | Aug 3, 2022 |
| Deutsche Bank | Brian Mullan | $93 | $83.71 | -1.8% | Aug 3, 2022 |
| Deutsche Bank | Brian Mullan | $91 | $83.59 | -3.9% | Jul 25, 2022 |
| Wedbush | Nick Setyan | $81 | $79.86 | -14.5% | May 4, 2022 |
| Morgan Stanley | Analyst unavailable | $87 | $78.66 | -8.1% | May 4, 2022 |
| RBC Capital | Analyst unavailable | $85 | $78.77 | -10.3% | May 4, 2022 |
| Barclays | Analyst unavailable | $94 | $74.33 | -0.7% | May 4, 2022 |
| Piper Sandler | Analyst unavailable | $80 | $74.33 | -15.5% | May 4, 2022 |
| Cowen & Co. | Analyst unavailable | $94 | $74.33 | -0.7% | May 4, 2022 |
| Stifel Nicolaus | Chris O`Cull | $84 | $74.33 | -11.3% | May 3, 2022 |
| UBS | Dennis Geiger | $86 | $76.58 | -9.2% | Apr 29, 2022 |
| BTIG | Peter Saleh | $110 | $77.76 | +16.1% | Apr 25, 2022 |
| Barclays | Jeffrey Bernstein | $108 | $77.92 | +14.0% | Apr 25, 2022 |
| MKM Partners | Brett Levy | $105 | $77.92 | +10.9% | Apr 25, 2022 |
| Citigroup | Jon Tower | $91 | $79.5 | -3.9% | Apr 17, 2022 |
| Wedbush | Nick Setyan | $91 | $81.52 | -3.9% | Apr 9, 2022 |
| BMO Capital | Andrew Strelzik | $115 | $81.52 | +21.4% | Apr 9, 2022 |
| Jefferies | Andy Barish | $130 | $87.45 | +37.3% | Mar 27, 2022 |
| Credit Suisse | Lauren Silberman | $122 | $89.6 | +28.8% | Mar 20, 2022 |
| J.P. Morgan | John Ivankoe | $101 | $87.41 | +6.6% | Mar 16, 2022 |
| Robert W. Baird | David Tarantino | $95 | $87.41 | +0.3% | Mar 16, 2022 |
| Stephens | James Rutherford | $125 | $87.41 | +32.0% | Mar 16, 2022 |
| Deutsche Bank | Brian Mullan | $116 | $95.46 | +22.5% | Feb 3, 2022 |
| Barclays | Jeff Bernstein | $125 | $97.24 | +32.0% | Feb 2, 2022 |
| Goldman Sachs | Jared Garber | $106 | $97.24 | +11.9% | Feb 2, 2022 |
| UBS | Dennis Geiger | $105 | $97.24 | +10.9% | Feb 2, 2022 |
| Citigroup | Wendy Nicholson | $120 | $97.24 | +26.7% | Feb 2, 2022 |
| Piper Sandler | Nicole Miller Regan | $100 | $97.24 | +5.6% | Feb 2, 2022 |
| RBC Capital | Christopher Carril | $108 | $97.24 | +14.0% | Feb 2, 2022 |
| Stifel Nicolaus | Chris O`Cull | $112 | $97.24 | +18.3% | Feb 2, 2022 |
| Bank of America Securities | Sara Senatore | $135 | $97.24 | +42.5% | Jan 18, 2022 |
| Tigress Financial | Ivan Feinseth | $136 | $114.99 | +43.6% | Dec 28, 2021 |
| Wells Fargo | Jon Tower | $122 | $112.14 | +28.8% | Oct 28, 2021 |
| Atlantic Equities | Edward Lewis | $105 | $109.28 | +10.9% | Sep 30, 2021 |
Track every rating change on SBUX the moment it posts. Free to start.
Start freeCompany context
Snapshot as of publicationStarbucks Corporation, along with its various subsidiaries, operates worldwide as a key player in roasting, marketing, and selling specialty coffee. Its business is structured into three main operating divisions: North America, International markets, and Channel Development. The company's retail outlets offer a broad assortment of coffee and tea beverages, roasted whole bean and ground coffees, single-serve options, and ready-to-drink products. Customers can also find a variety of food items, including pastries, breakfast sandwiches, and lunch selections.…
Historical context
All SBUX earningsConsumer Cyclical peers this season
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Latest beats and misses
Who reports nextBeat on EPS
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Get the SBUX recap when the next report posts
One email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.
Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2026-07-26T00:37:12.209961+00:00
- Polygon adjusted daily market bars · 2026-10-05T07:10:43.258405+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-05T07:10:43.255446+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-10-05. For educational purposes only; not investment advice.