6Dยท

Starbucks Q2'25 Earnings Highlights:

$SBUX (-3.67%)


๐Ÿ”น Adj EPS: $0.41 (Est. $0.49) ๐Ÿ”ด; DOWN -40% YoY

๐Ÿ”น Revenue: $8.76B (Est. $8.82B) ๐Ÿ”ด; UP +2% YoY

๐Ÿ”น Adj Oper Margin: 8.2% (Est. 9.49%) ๐Ÿ”ด; -460bps YoY

๐Ÿ”น Global Comp Sales: DOWN -1% (Est. -0.59%) ๐Ÿ”ด

๐Ÿ”น Global Comp Transactions: DOWN -2% (Est. -3.51%) ๐ŸŸข

๐Ÿ”น Global Average Ticket: UP +1% (Est. +2.17%) ๐Ÿ”ด


North America Segment

๐Ÿ”น Net Revenue: $6.47B; UP +1% YoY

๐Ÿ”น Operating Income: $748.3M; DOWN -35% YoY

๐Ÿ”น Operating Margin: 11.6%; DOWN -640bps YoY

๐Ÿ”น Comparable Sales: DOWN -1% (Est. -0.44%) ๐Ÿ”ด

๐Ÿ”น Comparable Transactions: DOWN -4% (Est. -3.94%) ๐Ÿ”ด

๐Ÿ”น Average Ticket: UP +3% (Est. +2.93%) ๐ŸŸข

๐Ÿ”น U.S. Comparable Sales: DOWN -2% (Est. -0.26%) ๐Ÿ”ด

๐Ÿ”น U.S. Comparable Transactions: DOWN -4% (Est. -2.67%) ๐Ÿ”ด


International Segment

๐Ÿ”น Net Revenue: $1.87B; UP +6% YoY

๐Ÿ”น Operating Income: $217.0M; DOWN -7% YoY

๐Ÿ”น Operating Margin: 11.6%; DOWN -170bps YoY

๐Ÿ”น Comparable Sales: UP +2% (Est. -0.71%) ๐ŸŸข

๐Ÿ”น Comparable Transactions: UP +3% (Est. -0.11%) ๐ŸŸข

๐Ÿ”น Average Ticket: DOWN -1% (Est. +0.2%) ๐Ÿ”ด

๐Ÿ”น China Comparable Sales: Flat (Est. -2.27%) ๐ŸŸข

๐Ÿ”น China Comparable Transactions: UP +4% (Est. +0.3%) ๐ŸŸข


Channel Development Segment

๐Ÿ”น Net Revenue: $409.0M; DOWN -2% YoY

๐Ÿ”น Operating Income: $193.5M; DOWN -11% YoY

๐Ÿ”น Operating Margin: 47.3%; DOWN -440bps YoY

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1 Comment

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Bad earnings, as expected... Hoping the stock to crash a bit so i can get in again, small position for long term acumulation.
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