Starbucks faces an uphill battle as macro headwinds stand to worsen. A big analyst over at TD Cowen recently downgraded shares of SBUX to hold.
BROS gains edge for 2025 with faster growth and strong brand engagement, while SBUX grapples with turnaround execution and margins pressure in 2025.
Starbucks (SBUX) reported earnings 30 days ago. What's next for the stock?
McDonald's Corp. (NYSE: MCD) CEO Chris Kempczinski recently said same-store sales were in trouble because, to some extent, its menu was too expensive, particularly in a time of an uncertain economy.
Starbucks' stock has dropped sharply after a Q2 earnings miss and rising costs from its turnaround strategy, but I see this as a long-term opportunity. Despite near-term margin pressure and investor skepticism, Starbucks is making progress in customer experience, operational improvements, and global expansion, especially in China. Starbucks appears undervalued compared to peers, with strong expected EPS growth and an attractive dividend yield, making it compelling for value and dividend growth investors.
Brian Niccol is slowing Starbucks' expansion and focusing on operational improvements, but sales and margins remain weak, with no quick turnaround in sight. Comparable sales are improving slightly, but much of this is due to easier comparisons, and margins have fallen to Covid-era lows, amid heavy reinvestment. Starbucks has withdrawn guidance, leading to uncertainty and numerous downward revisions, with key engagement metrics like active members also declining.
[00:00:05] Doug McIntyre: Starbucks hired a guy, uh, Brian, is it Niccol?
If stock prices are a bet on what will happen to a company soon, the Starbucks Corp.
Recently, Zacks.com users have been paying close attention to Starbucks (SBUX). This makes it worthwhile to examine what the stock has in store.
New Starbucks (NASDAQ: SBUX) CEO Brian Niccol says he has started a Starbucks recovery.
Starbucks is staffing up thousands of US stores with additional staffing. Analysts say the investment in people could boost Starbucks' turnaround — if deployed correctly.
Starbucks is contending with labor issues as its new management team seeks to overhaul the coffee giant.