Starbucks Corp.（SBUX）股票——这是一门好生意吗？

Starbucks Corp.（SBUX）股票——这是一门好生意吗？ — InspectStocks

Just reported

Q4 FY2026 results

From Starbucks's results release of 2026年10月29日. These are the company's first figures; its 10-Q or 10-K replaces them when filed.

Revenue
Actual
US$7.33B
-23% y/y
-21% q/q
Guided
—
No guide given
Operating income, GAAP
Actual
US$898.4M
+223% y/y
-8.4% q/q
Guided
—
No guide given

Company outlook

Full year 2027

EPS, adjustedUS$3.15 – US$3.25First given

Set against the company's own guidance and the same quarter a year earlier, not analysts' estimates, which we do not hold. Adjusted figures are the company's own non-GAAP measures, as stated in the release.

The full earnings report →

怎么赚钱

North American coffeehouses79%
International coffeehouses14%

各项收入占比是对quarter ended June 28, 2026的估算，并非来自已提交报告的数字。

竞争对手

卖什么6

Handcrafted coffee drinks
Coffee and espresso drinks prepared in Starbucks coffeehouses.
Tea and other beverages
Tea and other drinks sold in Starbucks coffeehouses.
Food
Items such as pastries, breakfast sandwiches, and lunch foods sold in coffeehouses.

再显示 3 项

Packaged coffee and tea
Whole-bean and ground coffee, tea, and Starbucks-branded single-serve products sold outside Starbucks coffeehouses.
Ready-to-drink beverages
Packaged beverages sold through retail and other partners, including Frappuccino and Starbucks Doubleshot products.
Starbucks Refreshers
Fruit-flavored drinks that Starbucks sells in coffeehouses and develops in different flavors and forms.

谁在买3

People who buy drinks and food in company-operated Starbucks coffeehouses.
Customers of licensed Starbucks coffeehouses; the local operator runs the store and pays Starbucks through product purchases, royalties, or fees.
Grocery, retail, and food-service businesses that buy or distribute Starbucks-branded packaged coffee, tea, and beverages, including through Nestlé and other partners.

靠什么支撑，什么会击垮它

业务依赖什么

1Starbucks buys high-quality green coffee beans from producers, traders, and exporters; weather, crop disease, water conditions, and trade rules can affect supply and cost.
2Coffeehouses depend on dairy and plant-based alternatives, food, packaging, and other products from outside suppliers.
3Packaged products and international coffeehouses rely on partners, including Nestlé and licensed store operators, to distribute products or run stores.
4Starbucks' China retail business now depends in part on its joint venture with Boyu Capital, while Starbucks retains its brand and intellectual property rights.

可能出什么问题

1Changes in the value of the Starbucks brand, customer preferences, or perceptions of its drinks and food could affect store visits and product sales.
2Higher costs or shortages of quality coffee beans and other ingredients, including from extreme weather, crop problems, tariffs, or supply interruptions, could disrupt operations or raise costs.
3Starbucks depends heavily on North American results and on keeping its coffeehouses appealing and operating consistently; store closures, labor costs, competition, or failure to carry out its business changes could affect results.

完整财务报表 →

关于Starbucks Corp.

Starbucks buys and roasts coffee beans, then sells coffee, tea, other drinks, and food in its coffeehouses. It also supplies coffee and other branded products to licensed coffeehouses and sells packaged coffee and ready-to-drink beverages through retail and food-service partners. As of June 28, 2026, it had more than 41,000 company-operated and licensed stores in 90 markets (high confidence for both figures). In the third quarter of fiscal 2026, Starbucks moved its China retail operations into a joint venture in which it retained a 40% ownership stake (high confidence).

总部: Seattle, Washington, United States
成立于: 1985
员工人数: Approximately 381,000 (September 28, 2025, high)
上市于: Nasdaq Global Select Market
财年结束: Sunday closest to September 30

基于 Starbucks Corp. 自己向美国证券交易委员会（SEC）提交的申报文件。数字如实呈报，每股历史已重述到今天的股数口径。这是对一门生意的描述——不是投资建议，也不是买卖任何证券的推荐。

Just reported

Q4 FY2026 results

From Starbucks's results release of 2026年10月29日. These are the company's first figures; its 10-Q or 10-K replaces them when filed.

Revenue
Actual
US$7.33B
-23% y/y
-21% q/q
Guided
—
No guide given
Operating income, GAAP
Actual
US$898.4M
+223% y/y
-8.4% q/q
Guided
—
No guide given

Company outlook

Full year 2027

EPS, adjustedUS$3.15 – US$3.25First given

The full earnings report →

Keep exploring

The themes Starbucks is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.

The themes it is part of

Highest-graded in Restaurants

Graded A or B and worth $2B or more: A first, then the largest.

All 51 graded companies in its industry

Grade rose recently in Consumer Discretionary

Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.

All grade rises

怎么赚钱

North American coffeehouses79%
International coffeehouses14%

各项收入占比是对quarter ended June 28, 2026的估算，并非来自已提交报告的数字。

竞争对手

卖什么6

Handcrafted coffee drinks
Coffee and espresso drinks prepared in Starbucks coffeehouses.
Tea and other beverages
Tea and other drinks sold in Starbucks coffeehouses.
Food
Items such as pastries, breakfast sandwiches, and lunch foods sold in coffeehouses.

再显示 3 项

Packaged coffee and tea
Whole-bean and ground coffee, tea, and Starbucks-branded single-serve products sold outside Starbucks coffeehouses.
Ready-to-drink beverages
Packaged beverages sold through retail and other partners, including Frappuccino and Starbucks Doubleshot products.
Starbucks Refreshers
Fruit-flavored drinks that Starbucks sells in coffeehouses and develops in different flavors and forms.

谁在买3

People who buy drinks and food in company-operated Starbucks coffeehouses.
Customers of licensed Starbucks coffeehouses; the local operator runs the store and pays Starbucks through product purchases, royalties, or fees.
Grocery, retail, and food-service businesses that buy or distribute Starbucks-branded packaged coffee, tea, and beverages, including through Nestlé and other partners.

靠什么支撑，什么会击垮它

业务依赖什么

1Starbucks buys high-quality green coffee beans from producers, traders, and exporters; weather, crop disease, water conditions, and trade rules can affect supply and cost.
2Coffeehouses depend on dairy and plant-based alternatives, food, packaging, and other products from outside suppliers.
3Packaged products and international coffeehouses rely on partners, including Nestlé and licensed store operators, to distribute products or run stores.
4Starbucks' China retail business now depends in part on its joint venture with Boyu Capital, while Starbucks retains its brand and intellectual property rights.

可能出什么问题

1Changes in the value of the Starbucks brand, customer preferences, or perceptions of its drinks and food could affect store visits and product sales.
2Higher costs or shortages of quality coffee beans and other ingredients, including from extreme weather, crop problems, tariffs, or supply interruptions, could disrupt operations or raise costs.
3Starbucks depends heavily on North American results and on keeping its coffeehouses appealing and operating consistently; store closures, labor costs, competition, or failure to carry out its business changes could affect results.

完整财务报表 →

关于Starbucks Corp.

总部: Seattle, Washington, United States
成立于: 1985
员工人数: Approximately 381,000 (September 28, 2025, high)
上市于: Nasdaq Global Select Market
财年结束: Sunday closest to September 30

Q4 FY2026 results

Revenue

Operating income, GAAP

Company outlook

怎么赚钱

竞争对手

卖什么6

谁在买3

靠什么支撑，什么会击垮它

业务依赖什么

可能出什么问题

关于Starbucks Corp.

Q4 FY2026 results

Revenue

Operating income, GAAP

Company outlook

Keep exploring

The themes it is part of

Highest-graded in Restaurants

Grade rose recently in Consumer Discretionary

怎么赚钱

竞争对手

卖什么6

谁在买3

靠什么支撑，什么会击垮它

业务依赖什么

可能出什么问题

关于Starbucks Corp.

Keep exploring

The themes it is part of

Highest-graded in Restaurants

Grade rose recently in Consumer Discretionary

Restaurants

Starbucks Corp.

成长与现金——5 项中通过 4 项

业务趋势

股价与评级走势

Q4 FY2026 results

Revenue

Operating income, GAAP

Company outlook

怎么赚钱

竞争对手

卖什么6

谁在买3

靠什么支撑，什么会击垮它

业务依赖什么

可能出什么问题

关于Starbucks Corp.

Q4 FY2026 results

Revenue

Operating income, GAAP

Company outlook

Keep exploring

The themes it is part of

Highest-graded in Restaurants

Grade rose recently in Consumer Discretionary

怎么赚钱

竞争对手

卖什么6

谁在买3

靠什么支撑，什么会击垮它

业务依赖什么

可能出什么问题

关于Starbucks Corp.

Keep exploring

The themes it is part of

Highest-graded in Restaurants

Grade rose recently in Consumer Discretionary

Restaurants

Starbucks Corp.

历史表现

成长与现金——5 项中通过 4 项

业务趋势

股价与评级走势