Starbucks Corporation

Starbucks beat Q3 non-GAAP EPS estimates by about 31% with 7.9% global comparable-sales growth and raised full-year EPS guidance to $2.55–$2.65. Management credits improved service, higher labor hours and an 'uplift' remodel program that has touched over 1,000 of 41,304 stores, leaving multi-year execution runway. Margins expanded but were partly aided by tariff refunds, and the stock trades at a forward P/E of ~34, a premium to peers, leaving little room for comp deceleration; a pullback to the low $90s would improve the risk/reward. » Altro su finance.yahoo.com

Under CEO Brian Niccol, Starbucks is showing signs of a recovery through simplified menus, streamlined operations and a stronger emphasis on the café experience to boost customer traffic. The Rewards program and the removal of surcharges for plant-based milk are intended to increase loyalty and repeat visits. The brand retains pricing power and benefits from stable, recurring coffee consumption patterns, which could support a revaluation of the stock. » Altro su deraktionaer.de

The SOC Investment Group has filed a shareholder proposal asking Starbucks to separate the roles of CEO and board chair. The group cites a step back in corporate governance, the disbanding of the Environmental, Partner, and Community Impact Committee, and deteriorating labor relations. Investors argue an independent chair would strengthen oversight and accountability and align Starbucks with the practice of many S&P 500 companies. They also point to failed union negotiations, the barista strike in November 2025, and allegations of a lack of good-faith bargaining. » Altro su de.investing.com