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Starbucks Stock: Store Sales Slump, but Is a Turnaround Near?
The Motley Fool· 2025-08-03 21:15
A turnaround is in progress, but at a high cost.Starbucks (SBUX -2.52%) reported its fiscal third-quarter results, and global same-store sales slumped once again. It was the sixth straight quarter the company has seen its comparable-store sales decline.However, it's taking action to try to boost sales. This includes implementing a Green Apron Service model, which aims to create consistent, repeatable standards across its coffee shops. Starbucks said stores that have implemented the model have already had im ...
Dutch Bros (BROS) Falls More Steeply Than Broader Market: What Investors Need to Know
ZACKS· 2025-08-01 07:01
Dutch Bros (BROS) closed the most recent trading day at $59.27, moving -1.33% from the previous trading session. The stock's performance was behind the S&P 500's daily loss of 0.37%. At the same time, the Dow lost 0.74%, and the tech-heavy Nasdaq lost 0.03%. The drive-thru coffee chain operator and franchisor's stock has dropped by 9.05% in the past month, falling short of the Retail-Wholesale sector's gain of 2.03% and the S&P 500's gain of 2.68%.The investment community will be closely monitoring the perf ...
RB (RBA) - 2026 Q1 - Earnings Call Transcript
2025-07-31 21:00
Restaurant Brands Asia (RBA) Q1 2026 Earnings Call July 31, 2025 08:00 AM ET Speaker0Ladies and gentlemen, good day, and welcome to Restorent Brands Asia Limited q one FY twenty six earnings conference call hosted by Motilal Oswal Financial Services Limited. As a reminder, all participant lines will be in the listen only mode, and there will be an opportunity for you to ask questions after the presentation concludes. Please note that this conference is being recorded. I now hand the conference over to miste ...
Starbucks Q3 Earnings Miss Estimates, Revenues Rise Y/Y, Stock Up
ZACKS· 2025-07-30 23:45
Key Takeaways SBUX missed EPS estimates as operating margins declined and global comps fell year over year.Revenues rose year over year, driven by growth in store count and strength in Channel Development.Margins contracted across all segments due to inflation, labor investments and promotional activity.Starbucks Corporation (SBUX) reported mixed third-quarter fiscal 2025 results, with earnings missing the Zacks Consensus Estimate and net revenues beating the same. The top line increased year over year, but ...
Starbucks plans to phase out its mobile-only stores for a future with more 'warmth and human connection'
Business Insider· 2025-07-30 12:41
Starbucks' grab-and-go stores are on the way out. On Tuesday, the coffee store chain announced that it's discontinuing its mobile order-only store model.Around 80 to 90 pickup-only locations in the US, many of which are located in office buildings and offer no seating, will be phased out, said CEO Brian Niccol. Some will be converted into full-service stores with room to linger. "These stores felt too transactional and didn't deliver the warmth or human connection our customers expect," Niccol told invest ...
Compared to Estimates, Starbucks (SBUX) Q3 Earnings: A Look at Key Metrics
ZACKS· 2025-07-30 07:31
For the quarter ended June 2025, Starbucks (SBUX) reported revenue of $9.46 billion, up 3.8% over the same period last year. EPS came in at $0.50, compared to $0.93 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $9.3 billion, representing a surprise of +1.68%. The company delivered an EPS surprise of -23.08%, with the consensus EPS estimate being $0.65.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they co ...
Markets Give Up Gains Amid Major News Week
ZACKS· 2025-07-30 07:06
市场表现 - 标普500和纳斯达克指数盘中创历史新高后回落 道指下跌204点(-046%) 标普500跌18点(-030%) 纳斯达克跌80点(-038%) 罗素2000跌13点(-061%) [1] - 贸易协议进展缓慢 未能推动市场继续上涨 二季度财报整体健康但非科技板块显露疲态 6月JOLTS职位空缺降至740万(前值修正为770万) [2] 美联储政策 - 预计美联储将维持425-450%利率不变(连续第五次会议) 部分委员可能反对鲍威尔的稳健策略并主张立即降息 当前失业率41% 通胀率27% [3] 企业财报 星巴克(SBUX) - Q3每股收益050美元大幅低于预期的065美元(含011美元一次性费用) 营收95亿美元超预期的93亿美元 [4] - 同店销售下降2%(预期-13%) 北美地区下降2% 中国增长2% 国际业务持平 股价盘后反弹超4% [5] Visa(V) - Q2每股收益298美元超预期的286美元(上年同期242美元) 营收102亿美元超预期的987亿美元 支付量同比增长8% 但股价盘后下跌3% [6] Booking Holdings(BKNG) - Q2每股收益5540美元远超预期的5059美元 营收68亿美元超预期的656亿美元 总预订额达467亿美元 维持全年营收指引 [7] 亿滋国际(MDLZ) - 可可价格上涨影响有机增长 每股收益073美元超预期 营收898亿美元超预期的888亿美元 股价持平(年内+16%) [8] 未来事件 - 周三将公布微软和Meta财报 另有福特、高通等约300家公司发布季报 [9] - ADP私营部门就业数据预计增加64K(前值-33K) Q2 GDP预计反弹至23%(Q1为-05%) 6月成屋签约销售预计增速放缓(前值+18%) [10]
Starbucks Still Needs More Time
The Motley Fool· 2025-07-30 05:22
财务表现 - 公司第三季度总收入为94 6亿美元 同比增长4% 超出预期 [2][4] - 调整后每股收益为0 50美元 同比下滑46% 未达预期 [2][4] - 北美同店销售额下降2% 与去年同期持平 国际同店销售额从-7%回升至0% 改善7个百分点 [2][4] 转型进展 - CEO认为公司转型进度"超前于计划" 已解决多项难题 明年将推出"创新浪潮"以加速增长 [5] - 中国市场表现亮眼 同店销售额同比增长2% 过去12个月新增超过500家门店 [7] - 投资者给予耐心 财报后股价在盘后交易中上涨5% [6] 区域业务 - 北美地区收入增长2% 但同店销售额下降2% [4] - 国际业务收入增长9% 同店销售额持平 较上季度显著改善 [2][4] 挑战因素 - 利润下滑主要受通胀 劳动力成本及"重返星巴克"计划相关支出影响 [4] - 管理层要求股东给予更多时间 全面转型成效需至明年方能显现 [8]
Starbucks still struggling as coffee giant's same-store sales drop for 6th straight quarter
New York Post· 2025-07-30 04:39
公司业绩 - 第三季度全球同店销售额下降2%,超出分析师预期的1.19%跌幅,为连续第六个季度下滑 [1] - 北美市场同店销售额下降2%,与去年同期跌幅持平 [6] - 客户访问量4月至6月平均下降0.1%,较前一季度0.9%的降幅有所改善 [6] - 公司股价在盘后交易中下跌1%至92美元 [6] 战略举措 - CEO Brian Niccol推动简化菜单、新增烘焙食品、手写杯身信息及加速服务,以重塑品牌形象 [2] - 承诺在夏季结束前对全美1万多家直营店增加人员投资 [4][7] - "回归星巴克"战略取得实质性进展,包括对"领导力体验2025"计划的一次性投资 [5] 财务影响 - 第三季度每股收益受到11美分的负面影响,主要来自领导力计划投资和一次性税务项目 [5]
Starbucks(SBUX) - 2025 Q3 - Earnings Call Presentation
2025-07-30 04:15
STARBUCKS Q2 FY25 - EARNINGS AT A GLANCE To be the premier purveyor of the finest coffee in the world, inspiring and nurturing the human spirit — one person, one cup and one neighborhood at a time. "BACK TO STARBUCKS" PRIORITIES 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. "My optimism has turned into confidence that our 'Back to Starbucks' plan is the right strategy to turn the business ar ...