
Starbucks (SBUX) Stock Forecast & Price Target
Starbucks (SBUX) Analyst Ratings
Bulls say
Starbucks's stock outlook remains positive as the company reported a nearly 30% increase in US delivery sales for the fourth quarter, along with same-store sales improving to positive mid-single digits due to recovery in transactions and effective food attachment strategies. The company experienced a 3.8% increase in same-store sales in North America and 3% in international markets, exceeding consensus expectations, which is indicative of robust traffic trends. Additionally, Starbucks continues to expand its footprint, with a projected growth of approximately 1,360 new stores this year and 1,920 in FY26, further supported by improved value perception among consumers across various demographics.
Bears say
The analysis indicates a negative outlook on Starbucks's stock due to significant margin erosion, with the operating margin falling 180 basis points below estimates and a 730 basis point decline in the North America segment margin compared to the previous year. Licensed revenue experienced a miss of 2.7% in the fourth quarter, primarily attributed to persistent weaknesses in retail and grocery sectors. Additionally, forecast adjustments reflect a reduction in revenue estimates, with a decline in revenue per store by 8% year-over-year and ongoing concerns regarding the effectiveness of the new CEO's strategies to drive traffic growth, compounded by deteriorating performance in key international markets such as China and Japan.
This aggregate rating is based on analysts' research of Starbucks and is not a guaranteed prediction by Public.com or investment advice.
Starbucks (SBUX) Analyst Forecast & Price Prediction
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