The Seattle company reports flat U.S. same-store sales for its fourth quarter. ...

STARBUCKS Q4 AND FULL FY25 - EARNINGS AT A GLANCE inspiring and nurturing the human spirit - one person, one cup and one neighborhood at a time. "BACK TO STARBUCKS" We're refocusing on what has always set us apart - a welcoming coffeehouse where people gather and we serve the finest coffee, handcrafted by our skilled baristas. "Q4 was a milestone quarter in getting 'Back to Starbucks', having delivered global comp growth for the first time in seven quarters. We know this continues to be a multi-year turnaro ...

Starbucks on Wednesday reported that its quarterly same-store sales returned to growth for the first time in nearly two years, showing that its turnaround strategy is winning over lapsed customers.The coffee chain's global same-store sales rose 1%, lifted by international markets. Its U.S. same-store sales were flat for the quarter but turned positive in September. Wall Street was projecting global same-store sales declines of 0.3% and a 0.9% decrease in U.S. same-store sales."We're a year into our 'Back to ...

财务数据关键指标变化：第四季度收入和利润 - 第四季度合并净收入增长5%至96亿美元[1][4] - 公司总净收入季度同比增长5.5%，达到95.69亿美元[25] - 2025财年第四季度（截至2025年9月28日）GAAP营收为95.69亿美元，同比增长5.5%；按固定汇率计算增长5.3%[44] - 第四季度GAAP每股收益为0.12美元，同比下降85%；非GAAP每股收益为0.52美元，同比下降35%[4] - 季度营业利润同比大幅下降78.7%，至2.782亿美元，营业利润率从14.4%降至2.9%[25] - 季度归属于星巴克的净收益同比下降85.4%，至1.331亿美元，净收益率为1.4%[25] - 2025财年第四季度GAAP营业利润为2.782亿美元，同比大幅下降78.7%；经调整（非GAAP）后为8.962亿美元，同比下降31.4%[48] - 2025财年第四季度GAAP营业利润率为2.9%，同比下降1150个基点；非GAAP营业利润率为9.4%，同比下降500个基点[48] - 2025财年第四季度GAAP摊薄后每股收益为0.12美元，同比下降85.0%；非GAAP摊薄后每股收益为0.52美元，同比下降35.0%[48] 财务数据关键指标变化：全年收入和利润 - 整个2025财年合并净收入增长3%至372亿美元[4] - 2025财年（截至2025年9月28日）GAAP营收为371.844亿美元，同比增长2.8%；按固定汇率计算增长2.9%[46] - 全年营业利润同比下降45.7%，至29.366亿美元，营业利润率从15.0%降至7.9%[26] - 全年归属于星巴克的净收益同比下降50.6%，至18.564亿美元，净收益率为5.0%[26] - 2025财年GAAP营业利润为29.366亿美元，同比下降45.7%；经调整（非GAAP）后为36.916亿美元，同比下降31.7%[49] - 2025财年GAAP营业利润率为7.9%，同比下降710个基点；非GAAP营业利润率为9.9%，同比下降510个基点[49] - 2025财年GAAP摊薄后每股收益为1.63美元，同比下降50.8%；非GAAP每股收益为2.13美元，同比下降35.6%[49] - 2025财年净收益为18.567亿美元，较2024财年的37.623亿美元大幅下降50.7%[34] 财务数据关键指标变化：成本和费用 - 第四季度GAAP营业利润率同比下降1150个基点至2.9%；非GAAP营业利润率同比下降500个基点至9.4%[4] - 季度直营店收入增长5.6%至78.62亿美元，占总收入比例82.2%[25] - 季度门店运营费用同比上升11.7%至43.35亿美元，占直营店收入比例升至55.1%[25] - 季度重组和减值费用为7.55亿美元，显著影响当期利润[25] - 全年直营店收入增长3.3%至307.448亿美元，授权店收入下降3.4%至43.504亿美元[26] - 北美市场2025财年门店运营费用35.308亿美元，占自营店收入比例升至56.2%[27] - 北美市场2025财年重组和减值费用为6.287亿美元，严重影响季度利润[27] - 公司排除了7.55亿美元的重组和减值成本、1.452亿美元的诉讼和解收益（负成本）以及820万美元的交易成本，以计算非GAAP指标[48][51] - 非GAAP调整主要影响北美市场（重组成本6.532亿美元）和国际市场（重组成本8250万美元）[51][53] 各条业务线表现 - 渠道发展部门第四季度净收入增长17%至5.426亿美元[11] - 渠道发展部门2025财年第四季度净收入5.426亿美元，同比增长16.6%[29] - 渠道发展部门2025财年第四季度运营收入2.652亿美元，与去年同期基本持平[29] - 企业及其他部门2025财年第四季度运营亏损5.187亿美元，同比扩大5.0%[30] 各地区表现：北美市场 - 北美市场第四季度同店销售额持平，交易量下降1%被平均客单价增长1%所抵消[4][6] - 北美市场2025财年第四季度总净收入69.015亿美元，同比增长3.1%[27] - 北美市场2025财年第四季度运营收入3.085亿美元，同比大幅下降75.4%[27] - 公司2025财年全年北美市场运营收入31.567亿美元，同比下降41.1%[27] - 第四财季美国市场净收入为64.29亿美元，同比增长3%，同店销售额持平（变化0%）[37] 各地区表现：国际市场 - 国际市场第四季度同店销售额增长3%，由交易量增长6%驱动，部分被平均客单价下降3%所抵消[4][9] - 国际市场2025财年第四季度总净收入20.709亿美元，同比增长9.4%[28] - 国际市场2025财年第四季度运营收入2.232亿美元，同比下降21.1%[28] 各地区表现：中国市场 - 中国第四季度同店销售额增长2%，由交易量增长9%驱动，部分被平均客单价下降7%所抵消[4] - 第四财季中国市场净收入为8.316亿美元，同比增长6%，同店销售额增长2%[38] 管理层讨论和指引 - 公司关键增长驱动因素为新店开设、同店销售额增长及营业利润率管理[22] 门店发展 - 第四季度公司净关闭107家门店，全球门店总数达40,990家，其中627家为重组计划关闭，超90%在北美[4] - 截至2025财年末全球门店总数达40,990家，净增791家，其中第四财季因重组计划净关闭107家[39] 其他财务数据 - 2025财年末总资产为320.197亿美元，较2024财年末的313.393亿美元增长2.2%[32] - 存货为21.856亿美元，较2024财年的17.773亿美元大幅增加23.0%[32] - 长期债务为145.759亿美元，较2024财年的143.195亿美元增长1.8%[32] - 2025财年运营活动产生的净现金为47.475亿美元，较2024财年的60.956亿美元下降22.1%[34] - 2025财年资本支出（物业、厂房和设备增加）为23.055亿美元，较2024财年的27.775亿美元下降17.0%[34] - 2025财年现金股息支付为27.714亿美元，较2024财年的25.850亿美元增长7.2%[34] 同店销售额表现 - 第四季度全球同店销售额增长1%，主要由交易量增长1%驱动[4]

Starbucks halted a long sales slide in its fiscal fourth quarter as pumpkin drinks and improved service brought customers back to its stores. The Seattle coffee giant said Wednesday that its global same-store sales, or sales at locations open at least a year, rose 1% over last year in the July-September period. It was the first time in nearly two years that the company posted an increase in same-store sales. That increase was largely due to international markets, where same-store sales rose 3%. In the U. ...

Starbucks on Wednesday posted its first quarter of global comparable sales growth after nearly a year-and-a-half, helped by a recovery in international markets, though growth still eluded its U.S. ope... ...

Welcome back to Market on Close. We're taking a look at Starbucks. The stock is down 14% over the last 52 weeks and is due to report its earnings after the bell today.The coffee giant is expected to report fourth quarter EPS of 55 cents on $9.3% billion in revenue. Today's earnings will conclude the first full year in charge for Brian Nickel, who joined last September after leaving the same role at Chipotle. And now it's time for Options Corner.We're going to feature Starbucks ahead of their earnings. talk ...

You can find original article here Nrn. Subscribe to our free daily Nrn newsletters. Ahead of Starbucks’ third-quarter earnings release, a group of Starbucks investors — Strategic Organizing Center (SOC) Investment Group — sent a letter to the company’s executive board directors criticizing Starbucks for both its ongoing financial challenges and alleged labor law violations.  “Since the board named Mr. Niccol CEO, Starbucks has continued to struggle financially, and the board’s actions have failed t ...

Starbucks (SBUX) is set to report results for its fiscal fourth quarter on Wednesday after the market close, and investors are looking for signs of progress on the company's turnaround efforts as CEO Brian Niccol enters his second year on the job. Wall Street expects the company to report adjusted earnings per share of $0.55 on revenue of $9.34 billion, according to data from Bloomberg. This would mark a 31% decline in adjusted earnings and a 2.6% rise in sales over the prior year. Same-store sales growt ...

Starbucks (SBUX) reported quarterly results on Wednesday that showed profits missed forecasts and US sales remain lackluster, but the company's first positive quarter of global same-store sales in nearly two years pushed shares higher following the numbers. In its fiscal fourth quarter ended Sept. 28, Starbucks reported adjusted earnings per share of $0.52, missing forecasts for EPS of $0.55. Revenue came in ahead of estimates, tallying $9.6 billion against expectations for $9.34 billion, according to Blo ...