SBUXStarbucks Corporation
Starbucks Corporation sells premium coffee and tea beverages, baked goods, and related merchandise in company-operated stores and through licensed partners. The next catalyst is Oct 22, 2026 — China Market & Macro Operations Check, which will test the company’s ability to navigate macroeconomic headwinds and operational challenges in its largest international market.
- Starbucks operates in a highly competitive global market, with a focus on brand loyalty and customer experience.
- The company’s international expansion, particularly in Asia, is a key driver of growth but also a source of volatility.
- Recent strategic moves, including potential stake sales in Japan, signal a shift toward selective growth and capital efficiency.
The schedule
- Thu22Oct
A mid-quarter assessment of international recovery, highly exposed to Chinese consumer sentiment and domestic competition.
- Mon9Nov
- Tue9Feb
Q4 earnings and crucial FY27 guidance. Forward estimates will determine if the current multiple is justified by an accelerated growth roadmap.
- Tue27Apr
Results for the holiday-driven Q1 period, featuring updates on loyalty program engagement and spring menu traction.
- Tue27Jul
A mid-year performance update to evaluate the long-term sustainability of the margin expansion strategy.
Past
- Wed29Jul
Actual outcome: Bull
Starbucks delivered strong fiscal Q3 results, meeting EPS estimates while posting an impressive 7.9% increase in global comparable store sales. The stock rallied as the company raised its full-year adjusted EPS guidance, reassuring investors that CEO Brian Niccol's turnaround strategy is successfully driving U.S. sales growth and expanding margins.
Starbucks delivered strong fiscal Q3 results, meeting EPS estimates while posting an impressive 7.9% increase in global comparable store sales. The stock rallied as the company raised its full-year adjusted EPS guidance, reassuring investors that CEO Brian Niccol's turnaround strategy is successfully driving U.S. sales growth and expanding margins.
- Thu30Apr
Actual outcome: Bear · $99.16 at outcome
Stock fell 5.9% from event to outcome date, aligning with the bear trajectory.
Stock fell 5.9% from event to outcome date, aligning with the bear trajectory.
- Tue27Jan
Actual outcome: Bear · $93.04 at outcome
Starbucks met EPS expectations but failed to deliver the growth acceleration required to justify its high P/E valuation, leading the stock to breach the bear floor. Investors reacted negatively to stagnant comparable store sales and persistent margin pressures, which signaled that the multi-quarter turnaround was not yet translating into the sustained double-digit growth the market anticipated.
Starbucks met EPS expectations but failed to deliver the growth acceleration required to justify its high P/E valuation, leading the stock to breach the bear floor. Investors reacted negatively to stagnant comparable store sales and persistent margin pressures, which signaled that the multi-quarter turnaround was not yet translating into the sustained double-digit growth the market anticipated.