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🔹 Revenue: $9.9B (Est. $9.65B) 🟢; +6% Y/Y
🔹 Adj EPS: $0.56 (Est. $0.59) 🔴; (19%) Y/Y
🔹 U.S. comp sales: +4% (Est. +1.88%) 🟢
🔹 China comp sales: +7% (Est. +2.45%) 🟢
FY Guide:
🔹 Non-GAAP EPS: $2.15 to $2.40 (Est. $2.35) 🟡
🔹 FY comp sales: at least +3% (Est. +2.83%) 🟢
🔹 Net revenues: growing at a similar rate to comps
🔹 Non-GAAP consolidated operating margin: to slightly improve Y/Y
🔹 Net new coffeehouses: ~600 to 650
Segment Performance:
🔹 North America: $7.28B; +3% Y/Y
🔹 North America oper margin: 11.9%; (480) bps Y/Y
🔹 International: $2.64B; +10% Y/Y
🔹 International oper margin: 13.7%; +100 bps Y/Y
🔹 Channel Development: $522.7M; +20% Y/Y
🔹 Channel Development oper margin: 41.3%; (640) bps Y/Y
Other Metrics:
🔹 Global comparable store sales: +4% (transactions +3%, ticket +1%)
🔹 U.S. comparable store sales: +4% (transactions +3%, ticket +1%)
🔹 International comparable store sales: +5% (transactions +3%, ticket +2%)
🔹 China comparable store sales: +7% (transactions +5%, ticket +2%)
🔹 Net new stores opened: 128; ending store count 41,118
🔹 Stores: U.S. 16,911; China 8,011
🔹 Operating margin: 10.1% (Est. 10.3%) 🔴; -180 bps Y/Y
🔹 Effective tax rate: 61.7% (vs 23.6%)
🔹 Non-GAAP effective tax rate: 26.8%; +320 bps
Capital Return:
🔹 Dividend: $0.62 per share (payable Feb. 27, 2026; record Feb. 13, 2026)
#sbux
Переходи в чат t.me/USstocksnews_chat
