Starbucks: The Comeback Has Started But The Growth Story Is Not Proven

Starbucks (SBUX) delivered strong operational improvements under Brian Niccol, with Q2 FY26 global comp sales up 6.2% and all major markets positive. SBUX trades at nearly 30x forward earnings, pricing in growth that hasn't materialized; key growth drivers like food innovation and China recovery remain unproven. Operational fixes stabilized the business, but North America margins are still down 170bps YoY and real revenue growth lags peers like Luckin and Chipotle.

12.05.2026

Dollar Tree and Starbucks are suddenly opening hundreds of new stores as retail doom stories pile up

Finally, some good news.

12.05.2026

Whip Up Profit From Starbucks Stock Using Cheaper-Than-Usual Options

Starbucks stock is showing extremely low implied volatility, setting up an opportunity to profit from a long strangle options trade.

11.05.2026

Starbucks to cut 61 technology jobs in Seattle

Starbucks will lay off 61 corporate workers in its technology division at its Seattle headquarters, the company disclosed in a WARN ‌filing on Monday.

09.05.2026

Starbucks Earnings: Fully Caffeinated?

Current price action reflects fleeting enthusiasm rather than a fundamental shift in SBUX's long-term outlook. Starbucks (SBUX) recovery prospects remain overstated, with optimism rooted more in promises than tangible performance. The recent earnings release briefly boosted SBUX shares from $97 to over $106, but we believe sustained earnings improvement will be dificult to maintain.

06.05.2026

Starbucks baristas tell us why the new $1,200 bonus is impossible to get

Starbucks is pitching a new $1,200 bonus to its workers — but many of the coffee chain's baristas claim the reward is out of reach.

05.05.2026

Brian Niccol Earned the ‘Retail Messi' Nickname: Starbucks Same-Store Sales Jump 6.2% After 7 Quarters of Decline

The Morning Brew Daily hosts handed Brian Niccol a nickname this week: “the retail Messi.

Видео

01.05.2026

Neutral

Millionaire Exodus: Socialist mayors dismiss wealthy departures

29.04.2026

Positive

Starbucks, Robinhood & SoFi: What's Really Moving Markets Right Now

Повышения / Понижения рейтинга

Тикер	Фирма	Изменение рейтинга	Целевая цена	Дата
SBUX	Citigroup	Neutral	$99 >> $101	April 29th 2026
SBUX	Wells Fargo	Overweight	$110 >> $115	April 29th 2026
SBUX	UBS	Neutral	$100 >> $105	April 29th 2026
SBUX	Robert W. Baird	Outperform	$112 >> $117	April 29th 2026
SBUX	Guggenheim	Neutral	$95 >> $97	April 29th 2026
SBUX	BTIG Research	Buy	$105 >> $115	April 29th 2026
SBUX	RBC Capital Mkts	Sector Perform	$105 >> $110	April 29th 2026
SBUX	Morgan Stanley	Overweight	$105 >> $110	April 29th 2026

Пресс-релизы

04.05.2026

Starbucks Corporation Commences Cash Tender Offers for Eight Series of Notes

SEATTLE--(BUSINESS WIRE)--Starbucks Corporation (Nasdaq: SBUX) (“Starbucks,” “we,” “us” or the “Company”) today announced the commencement of tender offers to purchase (each offer a “Tender Offer” and collectively, the “Tender Offers”), subject to the terms and conditions of the Tender Offers described the Offer to Purchase dated May 4, 2026 (the “Offer to Purchase”), in the order of priority set forth in the table below (the “Acceptance Priority Level”) for an Aggregate Purchase Price of up to.

Starbucks Corporation (SBUX)

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Starbucks Corporation (SBUX)

Starbucks: The Comeback Has Started But The Growth Story Is Not Proven

Dollar Tree and Starbucks are suddenly opening hundreds of new stores as retail doom stories pile up

Whip Up Profit From Starbucks Stock Using Cheaper-Than-Usual Options