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SBSBUX

Starbucks Corporation

Rising onWhy it's trendingX mentions rising faster than the marketBacked by solid revenue growth
$SBUX·$118B·Restaurants·Consumer Cyclical
$104.12+0.9%YTD+22.5%1Y+13.2%
Mentions · last 7 days
2026-06-19: 15 posts2026-06-20: 16 posts2026-06-21: 23 posts2026-06-22: 43 posts2026-06-23: 49 posts2026-06-24: 47 posts2026-06-25: 26 posts220
Price updated 14m ago·X counts updated 20h ago
SBSBUX
$SBUXStarbucks Corporation
$104.12+0.93%220 posts
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $SBUX, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-06-26

The move is getting stronger, with heavier trading behind it.

Starbucks turnaround under Niccol — comp recovery and operating-income surge are the upgrade catalyst.

Starbucks is the global coffee-retail leader with ~38,000 stores worldwide. The stock has accelerated on the early read of the Brian Niccol-led 'Back to Starbucks' turnaround, with same-store comps recovering and operating income surging.

  • The comp turnaround is showing up: Q2 (March 2026) revenue grew 9% YoY to $9.53B and the four-quarter sequence shows 4%, 5%, 5%, 9% — clean acceleration, with operating margin at 8% reflecting both the early benefit of the turnaround and the residual cost-restructuring drag.
  • The 'Back to Starbucks' restructuring is genuinely substantial: a new restructuring plan approved May 13 targets ~$400M in total charges (~$280M non-cash impairment plus cash actions) — that's the company taking the operational reset seriously, and the May tender-offer settlement repurchasing $1.3B+ in notes signals capital-structure discipline.
  • Delivery momentum is the underrated driver: the Zacks 'Can Starbucks Turn Delivery Momentum Into Durable U.S. Comp Growth?' framing reflects the operational reality that mobile-and-delivery growth is the structural lever Niccol is pulling, and consensus FY26 EPS at $2.39 implies a forward PE near 43x.
  • Insider activity is largely tax-event withholding: officer Sara Kelly's June 17 F-InKind of $32K at $101.59 plus director Brewer's $213K of June trims at $94-$100 are the operational reset noise; the new principal-accounting-officer Bauduin's June 11 Form 3 directly owning 15,310 shares is governance hygiene.

What extends the move past $108 is the August 4 print confirming the comp acceleration holds plus visible operating-margin recovery toward 12%+ — that's the path the Seeking Alpha 'upgrade' framing is pricing. What invalidates the run is any China-segment weakness or a comp deceleration; at 81% of the 52-week range, the chart has room to extend if the operational reset continues delivering.

What to watch: Q3 FY26 earnings on August 4 — same-store sales (must hold above 5%), operating-margin trajectory (the recovery lever), and any China-segment commentary. A clean print plus margin recovery extends the move past $108; any comp deceleration or China-weakness signal compresses the run.

On the calendar: 2026-08-04 — Q3 FY26 earnings

no x sentimentniccol turnaroundback to starbucks plandelivery momentum

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What it does

Plain-English summary of the business — what they sell and how they make money.

Starbucks 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. Furthermore, Starbucks extends its brand reach by licensing its trademarks to independently operated stores, grocery retailers, and foodservice accounts. Products are sold under well-known labels such as Starbucks, Teavana, Seattle's Best Coffee, Evolution Fresh, Ethos, Starbucks Reserve, and Princi. As of October 3, 2021, Starbucks had a significant global presence, operating 16,826 company-owned and licensed stores across North America, in addition to 17,007 similar locations internationally. The company, established in 1971, is headquartered in Seattle, Washington.

Industry overviewAI analysisGenerated by AI from underlying data

Where Restaurants sits in its cycle right now — and what that implies for $SBUX.

Restaurants · Consumer Cyclical

Food input cost inflation is the margin headwind across the sector; Cracker Barrel's turnaround narrative and CAVA's Mediterranean expansion are the two stories this week. QSR operators (MCD, YUM, WEN) absorb commodity cost through menu pricing and AI-driven operational efficiency; Cracker Barrel's restructuring is the recovery narrative.

Industry benchmark

14-name peer basket
+13.1%YTD
-11.7%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
78.2How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
7.6%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
9.3%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
2.3%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
3.1Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-18.3%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
20.4%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
-2.9Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026Apr 28, 2026$0.50$0.43+17.6%
Q4 2025Jan 28, 2026$0.56$0.59-4.4%
Q3 2025Oct 29, 2025$0.52$0.56-6.5%
Q2 2025Jul 29, 2025$0.50$0.65-22.7%
Next earningsTue, Aug 4·consensus EPS $0.65

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$9.5B+8.8%20.1%8.2%$0.45$91.8M
Q1 FY26$9.9B+5.4%15.6%9.2%$0.26$1.3B
Q4 FY25$9.6B+5.5%23.1%9.9%$0.12$925.8M
Q3 FY25$9.5B+3.8%22.8%9.9%$0.49$434.3M

Forward consensus

5-year forecast · up to 22 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$37.9B$37.1B – $39.0B$2.39$2.19 – $2.6421
FY27$38.7B$36.2B – $41.6B$3.06$2.84 – $3.5322
FY28$41.0B$40.8B – $41.2B$3.71$3.03 – $4.3322
FY29$43.8B$41.7B – $45.6B$4.37$4.10 – $4.6020
FY30$47.4B$45.1B – $49.3B$5.08$4.76 – $5.3511

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.8×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.81%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+1.6%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+11.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

β0.985-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJun 11Brady BrewerCEO588 sh$59KSellJun 5Brady BrewerCEO1.6K sh$155KSellMay 5Brady BrewerCEO2.2K sh$234KSellApr 29Sara Kellyevp, chief partner officer2.0K sh$210KSellApr 17Brady BrewerCEO588 sh$59KSellApr 6Brady BrewerCEO1.6K sh$148KSellMar 9Brady BrewerCEO588 sh$59KSellMar 5Sara Kellyevp, chief partner officer2.5K sh$243KSellMar 5Brady BrewerCEO1.6K sh$159K
+ 14 other (10 awards · 4 inkinds) in window

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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsJun 183
AI summary

Val Bauduin filed a Form 3 for Starbucks Corporation (SBUX) on June 18, 2026, following his June 11, 2026 designation as Principal Accounting Officer. Bauduin, SVP Corporate Finance and Development, directly owns 15,310.303 shares of SBUX common stock. He previously served as interim CFO in March 2025 and held controller/CAO roles at Marriott International from 2014 to 2024. Routine officer Form 3 filing — no material change to SBUX's share count or ownership structure.

8-KOfficer or director changeJun 128-K — Item 5.02: Officer or director change
AI summary

Starbucks (SBUX) filed an 8-K on June 12, 2026 announcing that Val Bauduin, 50, was designated as Principal Accounting Officer effective June 11, 2026. Bauduin continues as SVP Corporate Finance and Development, reporting to CFO Cathy Smith, who remains Principal Financial Officer. Bauduin previously served as interim CFO in March 2025 and held controller/CAO roles at Marriott International from 2014 to 2024. Internal reshuffle of accounting-officer responsibility — not a CFO change; administratively relevant for SEC certification purposes.

8-KRestructuring / exit costsMay 158-K — Item 2.05: Restructuring / exit costs
AI summary

Starbucks' Board approved a new restructuring plan on May 13, 2026 under its 'Back to Starbucks' strategy, targeting ~$400M in total charges — approximately $280M non-cash (impairment of long-lived assets including right-of-use leases tied to Reserve and Roastery locations) and ~$120M cash (employee separation costs). Most actions are expected to complete by fiscal year-end 2026. Material given scope and execution risk; part of a previously announced $2B cost-savings initiative.

8-KPress release / Reg FDApr 28-K — Item 7.01: Press release / Reg FD
8-KShareholder voteMar 308-K — Item 5.07: Shareholder vote
+ 21 other (7 PX14A6Gs · 4 13Gs · 3 proxys · 2 10-Qs) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Starbucks: Comps Turnaround And Operating Income Surge (Upgrade)seekingalpha.com·2d agoCan Starbucks Turn Delivery Momentum Into Durable U.S. Comp Growth?zacks.com·2d agoHere is What to Know Beyond Why Starbucks Corporation (SBUX) is a Trending Stockzacks.com·2d agoStarbucks or Dutch Bros: Which Coffee Stock Deserves Your Money?zacks.com·4d agoBuy 5 Non-Tech Wide Moat Stocks for a Stable Portfolio in 2H 2026zacks.com·7d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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