"Starbucks ( NASDAQ: SBUX) will report fiscal fourth-quarter earnings after the bell today. The coffee chain enters the release with expectations tempered by two consecutive quarterly misses and investor scrutiny of its ongoing turnaround plan. CEO Brian Niccol's "Back to Starbucks" strategy, introduced in early 2025, is now rolling through U.S. stores, emphasizing operational consistency, partner morale, and renewed customer connection."
"After a year marked by sales softness and higher labor costs, this quarter represents a critical checkpoint. Investors want to see if early operational reforms can stabilize comparable sales and set the stage for a margin rebound in 2026. Shares have struggled this year, hovering in the low-$80s range after peaking above $100 in late 2024, as execution risk remains top of mind."
Starbucks will report fiscal fourth-quarter results amid expectations for roughly a 30% year-over-year EPS decline and sustained margin pressure. Analysts forecast a more than 20% rebound in FY2026 earnings, focusing attention on the credibility of the recovery narrative. CEO Brian Niccol's Back to Starbucks operating plan is rolling through U.S. stores to improve operational consistency, partner morale, and customer connection. Management is implementing the Green Apron Service model and SmartQ technology to speed transactions and improve satisfaction. After a year of sales softness and higher labor costs, investors will watch comparable sales stabilization and margin improvement as key indicators of progress.
Read at 24/7 Wall St.
Unable to calculate read time
Collection
[
|
...
]