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Starbucks Corporation

Starbucks Corporation

NASDAQ•SBUX
CEO: Ms. Rachel Ruggeri
セクター: Consumer Cyclical
業種: Restaurants
上場日: 1992-06-26
Starbucks Corporation, together with its subsidiaries, operates as a roaster, marketer, and retailer of coffee worldwide. The company operates through three segments: North America, International, and Channel Development. Its stores offer coffee, tea, and other beverages, roasted whole beans and ground coffees, single serve products, and ready-to-drink beverages; and various food products, such as pastries, breakfast sandwiches, and lunch items. The company also licenses its trademarks through licensed stores, and grocery and foodservice accounts. The company offers its products under the Starbucks Coffee, Teavana, Seattle's Best Coffee, Ethos, and Starbucks Reserve brands. Starbucks Corporation was founded in 1971 and is based in Seattle, Washington.
連絡先情報
2401 Utah Avenue South, Seattle, WA, 98134, United States
206-447-1575
www.starbucks.com
時価総額
$110.24B
PER (TTM)
80.4
65.8
配当利回り
2.5%
52週高値
$117.46
52週安値
$75.50
52週レンジ
51%
順位12Top 1.7%
6.9
F-Score
改良版 Piotroski 分析
10年ファンダメンタル
強い • 6.9 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2016-2025

財務ダッシュボード

Q1 2026 データ

売上高

$9.91B+5.43%
直近4四半期の推移

EPS

$0.26-62.32%
直近4四半期の推移

フリーCF

$1.27B-7.62%
直近4四半期の推移

2026 Q1 決算ハイライト

主なハイライト

Total Revenue Growth Total net revenues $9.92B USD, up 5.5%, driven by 4% global comparable sales growth and new stores.
Other Revenue Surges Other revenues increased $120M USD, up 25.1%, driven by Global Coffee Alliance revenue growth of $73M.
Cash Position Strengthens Cash and investments $3.41B USD, up $194M from prior period, supporting funding for operations and dividends.
International Segment Growth International net revenues grew 10% to $2.06B USD, driven by 362 net new company-operated stores.

リスク要因

Operating Margin Contraction Operating margin contracted 290 basis points to 9.0% due to labor investments and tariffs impacting costs.
Commodity Cost Inflation Product costs rose 220 basis points as percentage of revenue due to elevated coffee pricing and tariffs.
Tax Rate Spike Effective tax rate rose sharply to 61.7% due to $266M discrete tax impact from China held-for-sale.
Restructuring Charges Incurred Restructuring charges totaled $88.1M USD this quarter related to store closures and support organization changes.

見通し

China Divestiture Finalization Joint venture closing expected early 2026; transition to equity method accounting follows transaction completion.
Restructuring Completion Expected Company anticipates completing restructuring plan and remaining store closures within fiscal year 2026, focusing resources.
Capital Allocation Strategy Proceeds from China divestiture planned for debt reduction and funding long-term growth strategy execution.
Future Store Growth Expect meaningful disciplined growth from healthier coffeehouse base following North America store closures completion.

同業比較

売上高 (TTM)

NIKE, Inc.NKE
$46.51B
-5.0%
Starbucks CorporationSBUX
$37.70B
+4.3%
MercadoLibre, Inc.MELI
$26.19B
+38.0%

粗利益率 (最新四半期)

Airbnb, Inc.ABNB
86.6%
-0.9pp
Ferrari N.V.RACE
51.9%
+0.3pp
O'Reilly Automotive, Inc.ORLY
51.8%
+0.3pp

主要指標

銘柄コード
時価総額
PER (TTM)
ROE (TTM)
負債比率
SBUX$110.24B80.4-17.2%104.0%
MELI$101.75B49.039.0%26.9%
MAR$94.09B36.7-85.0%0.0%

長期トレンド

直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
4.2%
緩やかな成長
4四半期純利益CAGR
-8.6%
収益性の低下
キャッシュフロー安定性
100%
優れたキャッシュフローの実績

深度リサーチ

次回決算:2026年5月5日
|
EPS:$0.42
|
売上高:-
財務レポート
財務データ
全年度

  • Form 10-Q - Q1 2026

    会計期末: 2025年12月28日|提出日: 2026年1月28日|
    売上高: $9.91B+5.4%
    |
    EPS: $0.26-62.3%
    予想を下回る

  • Form 10-K - FY 2025

    会計期末: 2025年9月28日|提出日: 2025年11月14日|
    売上高: $37.18B+2.8%
    |
    EPS: $1.63-50.8%
    予想を下回る

  • Form 10-Q - Q3 2025

    会計期末: 2025年6月29日|提出日: 2025年7月29日|
    売上高: $9.46B+3.8%
    |
    EPS: $0.49-47.3%
    予想を下回る

  • Form 10-Q - Q2 2025

    会計期末: 2025年3月30日|提出日: 2025年4月29日|
    売上高: $8.76B+2.3%
    |
    EPS: $0.34-50.0%
    予想を下回る

  • Form 10-Q - Q1 2025

    会計期末: 2024年12月29日|提出日: 2025年1月28日|
    売上高: $9.40B-0.3%
    |
    EPS: $0.69-23.3%
    予想を上回る

  • Form 10-K - FY 2024

    会計期末: 2024年9月29日|提出日: 2024年11月20日|
    売上高: $36.18B+0.6%
    |
    EPS: $3.31-8.1%
    予想通り

  • Form 10-Q - Q3 2024

    会計期末: 2024年6月30日|提出日: 2024年7月30日|
    売上高: $9.11B-0.6%
    |
    EPS: $0.93-7.0%
    予想通り

  • Form 10-Q - Q2 2024

    会計期末: 2024年3月31日|提出日: 2024年4月30日|
    売上高: $8.56B-1.8%
    |
    EPS: $0.68-13.9%
    予想を下回る