Tuesday April 29, 2025, 19:32:01
After today’s (Tuesday’s) market close, Starbucks reported fiscal Q2 (calendar Q1) adjusted EPS of $0.41, falling well short of our $0.60 estimate and sell-side consensus (according to Consensus Metrix) of $0.49. Management had previously noted that it expected fiscal Q2 EPS to be the quarterly low point of fiscal 2025.
Tuesday January 28, 2025, 18:56:54
After today’s (Tuesday’s) market close, Starbucks reported fiscal Q1 2025 (calendar Q4 2024) EPS of $0.69, coming ahead of our $0.65 forecast and sell-side consensus (according to Consensus Metrix) of $0.65. Starbucks notes that its fiscal Q1 EPS reflect(s) heightened investments as part of [its] ‘Back to Starbucks’ strategy.” Perhaps the better-than-consensus EPS in this context suggests that Street expectations for how the remainder of fiscal 2025 will play out are within the realm of being realistic.
Monday December 16, 2024, 07:00:00
Some investors remain hopeful regarding the prospects for Starbucks’ shares, in the wake of the company’s hiring of highly-regarded Brian Niccol as its latest CEO. And, we continue to believe that Mr. Niccol has put forth a credible plan for improving Starbucks meaningfully over the long term. Indeed, investors in SBUX may be willing to grant Mr. Niccol quite a bit of time to fix what ails the company, even if short-term results stumble.
Wednesday October 14, 2026
Wednesday October 14, 2026