Starbucks Corporation

NasdaqGS:SBUX 株式レポート

時価総額：US$119.6b

Starbucks 将来の成長

Future 基準チェック /36

Starbucksは、26.3%と2.8%でそれぞれ年率26.3%で利益と収益が成長すると予測される一方、EPSはgrowで26.6%年率。

主要情報

26.3%

収益成長率

26.63%

EPS成長率

Hospitality 収益成長18.2%
収益成長率2.8%
将来の株主資本利益率n/a
アナリストカバレッジ

Good

最終更新日06 May 2026

今後の成長に関する最新情報

Recent updates

Seeking Alpha • May 09

Starbucks Earnings: Fully Caffeinated?

Summary Current price action reflects fleeting enthusiasm rather than a fundamental shift in SBUX's long-term outlook. Starbucks (SBUX) recovery prospects remain overstated, with optimism rooted more in promises than tangible performance. The recent earnings release briefly boosted SBUX shares from $97 to over $106, but we believe sustained earnings improvement will be dificult to maintain. We continue to be skeptical about SBUX's ability to return to its former growth trajectory despite short-term share price movements. Read the full article on Seeking Alpha
ナラティブ更新 • May 01

SBUX: Turnaround Progress And Higher Margins Will Support Repriced Earnings Power

Analysts have raised the Starbucks price target by about $8 to roughly $130. They cite a combination of slightly adjusted growth assumptions, higher expected profit margins, and a lower assumed future P/E multiple.
新しいナラティブ • Apr 19

Starbucks Corporation (SBUX): The Digital Discovery Jolt and the Pivot to AI-Driven Personalization

Starbucks Corporation (SBUX) , the global pioneer of the "third place" experience, enters Sunday, April 19, 2026 , amidst a high-tech transformation of its consumer journey. Trading at $100.00 USD after a sharp 1.67% daily gain on Friday, the stock has clawed back from its December lows to retest its 52-week highs.
ナラティブ更新 • Apr 16

SBUX: Turnaround Execution And 2026 Store Expansion Will Support Repriced Earnings Power

Analysts lifted the fair value estimate for Starbucks by $2 to $122, reflecting a higher assumed future P/E multiple. This increase is supported by a recent wave of price target raises and upgrades that emphasize progress in the turnaround story, alongside ongoing debates about margins and competition.
ナラティブ更新 • Apr 02

SBUX: Elevated Labor Costs And Weak Margin Visibility Will Pressure Rich P E Multiple

The updated analyst price target on Starbucks reflects a small fair value adjustment to $77.51 as analysts weigh slightly lower revenue growth and profit margin assumptions against a higher future P/E and mixed research views that highlight balanced risk and reward at current levels. Analyst Commentary Recent research on Starbucks has tilted more cautious, with several bearish analysts revisiting their ratings and price targets as they reassess the balance between execution risks, growth assumptions, and the valuation implied by current trading multiples.
ナラティブ更新 • Mar 19

SBUX: Balanced Risk Reward As Turnaround Execution And Margins Guide Future Performance

Analysts have adjusted the Starbucks fair value estimate from $95.06 to $99.94, reflecting slightly lower revenue growth assumptions, higher expected margins, and a similar future P/E, with recent price target shifts and mixed ratings pointing to a more balanced risk and reward profile at current levels. Analyst Commentary Recent research paints a mixed picture for Starbucks, with price targets clustered around the high US$80s to low US$110s and a growing number of neutral or peer perform ratings.
ナラティブ更新 • Mar 04

SBUX: Elevated Margin Assumptions Will Likely Prove Vulnerable To Restaurant Price Wars

Our updated Starbucks fair value estimate has increased to $77.37 from $71.88, reflecting analysts’ assumptions of slightly lower revenue growth, a higher profit margin profile, a modestly lower future P/E multiple, and a small reduction in the discount rate. Analyst Commentary Recent Street research on Starbucks has been active, with multiple firms updating price targets and ratings over the past several weeks.
ナラティブ更新 • Feb 18

SBUX: Coffee Category Positioning And 2026 Outlook Will Support Repriced Earnings Power

Narrative update on Starbucks The analyst price target for Starbucks has been adjusted to $120, with analysts citing a mix of recent target increases across multiple firms and one modest cut, alongside updated assumptions for revenue growth, margins, and a slightly lower future P/E. Analyst Commentary Recent Street research on Starbucks has been dominated by upward price target revisions, with only one modest cut, which collectively underpins the updated US$120 blended target.
ナラティブ更新 • Feb 04

SBUX: Higher Future P/E Assumptions Will Support Repriced Earnings Power

Analysts have raised their Starbucks fair value estimate to $120 from $110, citing a series of higher price targets across the Street that reflect updated views on margins and the appropriate future P/E multiple, even as revenue growth assumptions remain more tempered and the discount rate is slightly higher. Analyst Commentary Street research around Starbucks has been active, with a cluster of price target changes and a few rating shifts that give you a sense of how views on valuation and execution are evolving.
ナラティブ更新 • Jan 21

SBUX: Turnaround Progress And Labor Disputes Will Shape Future Traffic And Margins

Narrative Update Analysts have nudged their Starbucks fair value estimate higher to US$95.06 from US$94.13, citing refreshed price targets from firms raising expectations for coffee chains within their 2026 restaurant group outlooks and ongoing confidence in the company’s turnaround efforts despite sector wide sales headwinds. Analyst Commentary Recent research on Starbucks reflects a mix of optimism around the turnaround story and caution around sector wide pressures, with several firms fine tuning price targets and earnings assumptions as they update 2026 restaurant group outlooks.
ナラティブ更新 • Jan 06

SBUX: Turnaround Efforts And Labor Uncertainty Will Shape Traffic And Margin Trends

Analysts have inched their Starbucks fair value estimate lower to about US$94, trimming price targets in response to tempered earnings forecasts and slower assumed top line progress, even as they highlight ongoing traffic improvements and early signs that the turnaround efforts are gaining traction. Analyst Commentary Recent research updates on Starbucks point to a mixed setup, with price targets generally nudged lower but a split view on how quickly the turnaround can translate into cleaner execution and earnings power.
ナラティブ更新 • Dec 21

SBUX: Extended Turnaround Efforts Will Likely Pressure Margins And Share Price

Analysts have trimmed their average price target on Starbucks by about $10 per share to roughly $100, citing slower revenue growth and margin pressure in a tougher macro environment, even as traffic trends and turnaround initiatives show early signs of improvement. Analyst Commentary Bearish analysts have increasingly framed the recent pullback in Starbucks' valuation as a recognition that execution on its turnaround and growth ambitions is likely to take longer than previously expected.
ナラティブ更新 • Dec 07

SBUX: Turnaround And Labor Disputes Will Shape Traffic And Margin Recovery

Analysts have nudged their average Starbucks price target slightly higher by about $0.20 to approximately $94.20. This reflects a view that while revenue growth and profit margins may face near term pressure amid macro headwinds and a slower turnaround, the company’s long term earnings power and valuation multiple remain intact.
ナラティブ更新 • Nov 23

SBUX: Turnaround Plans And Store Closures Will Shape Earnings Recovery Amid Labor Strikes

The analyst consensus price target for Starbucks has been revised downward to $94 from $100, as analysts cite concerns about slower sales momentum and a challenging industry environment despite ongoing turnaround efforts. Analyst Commentary Recent analyst notes on Starbucks reflect a mix of cautious optimism and ongoing concerns as the company navigates an uncertain operating landscape.
ナラティブ更新 • Nov 05

SBUX: Store Restructuring And Cost Efforts Will Support Gradual Earnings Recovery

Starbucks’ average analyst price target has edged down from approximately $96.60 to $94.17, as analysts cite persistent macroeconomic challenges, slower expected revenue growth, and sustained margin pressures, even as there are signs of operational improvement. Analyst Commentary Recent analyst notes on Starbucks highlight a mix of optimism about the company's operational progress, alongside heightened caution about macro pressures and execution challenges.
ナラティブ更新 • Oct 22

Analysts Lower Starbucks Price Target Amid Mixed Outlook and Operational Challenges

Starbucks' analyst price target has been lowered by approximately $1 to $96.60. Analysts cite ongoing challenges in sales trends, profit margins, and execution against strategic initiatives.
ナラティブ更新 • Oct 08

Evolving Coffee Designs And Green Apron Service Will Improve Satisfaction

Analysts have modestly lowered their fair value estimate for Starbucks to approximately $97.63 per share. They cite ongoing U.S. turnaround challenges, increased competition in China, and slightly slower revenue growth expectations as reasons for the adjustment.
分析記事 • Jul 13

Starbucks Corporation's (NASDAQ:SBUX) Popularity With Investors Is Clear

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 18x, you may...
Seeking Alpha • Apr 24

Starbucks: 3 Red Flags We Shouldn't Ignore Before Earnings

Summary Starbucks is facing several difficulties, which make the upcoming earnings very risky. In this article, I discuss the three main red flags I see and why investors should be aware of each of them. All in all, I rate Starbucks as a sell heading into earnings. Read the full article on Seeking Alpha
Seeking Alpha • Mar 27

Ex-Barista Says: No Way Starbucks Is A Growth Stock

Summary Starbucks carries a growth multiple that depends on much more automation to become a practical earnings grower, making it a better Hold than a Buy. Recent reforms under new CEO Brian Niccol focus on marginal improvements rather than a major operational shift. These include efforts to improve partner retention and simplify the menu, along with ending pricey buybacks. Still, the "third place" depends on customer-to-customer interactions, and automation will reduce wait times and cost to make that possible. Read the full article on Seeking Alpha
Seeking Alpha • Feb 26

A 'Grande' Starbucks Special Situation

Summary Starbucks' declining coffeehouse vibe, not pricing or product quality, has led to reduced customer visits and spending, highlighting the need for a strategic shift. CEO Brian Niccol aims to restore the coffeehouse ambiance, streamline operations, and enhance customer experience, which aligns with my observations and expectations. Niccol's track record at Chipotle and his equity-based compensation align his interests with shareholders, suggesting he can successfully execute the turnaround strategy. Despite risks like China competition and CapEx overruns, the potential for a 25% return makes Starbucks a compelling, contrarian investment opportunity. Read the full article on Seeking Alpha
Seeking Alpha • Jan 28

It's A Great Time To Short Starbucks

Summary Since taking the helm of Starbucks in early September, CEO Brian Niccol has offered a nebulous "Back to Starbucks" strategy that seems more a marketing slogan than a turnaround strategy. Niccol's reputation comes from his time at Chipotle. But he took over from a management team that had erred in the basics badly repeatedly. Niccol did mostly the obvious. My viewpoint is that investors will be disappointed when Starbucks releases earnings on Tuesday. Not so much by the earnings call, but by Niccol's inability to define a coherent turnaround strategy. Read the full article on Seeking Alpha
Seeking Alpha • Jan 22

Starbucks' Huge Day

Summary Starbucks faces significant headwinds, including labor inflation, competition, and high input costs, impacting its financial performance and stock price. Former Chipotle CEO Brian Niccol aims to simplify the menu and improve customer experience, targeting a more local coffee shop feel. Fiscal Q4 results showed declining revenues and EPS, with global comparable store sales expected to continue falling in Q1. Here is what we expect for the big day approaching. Consider a covered call selling strategy. Read the full article on Seeking Alpha
Seeking Alpha • Jan 08

Starbucks: Deep Hole To Climb Out Of, But Niccol's Plans Are In Motion

Summary Starbucks faces significant challenges, including declining brand appeal, and out-of-control geographic expansion, which has led to deteriorating results, culminating in a 3% revenue decline. Brian Niccol's turnaround initiatives include reprioritizing North America and customer satisfaction, while improving the Starbucks experience, and elevating the brand. Starbucks' stock trades at a high valuation, making it less attractive for a turnaround investment at this time. Given the current valuation and early stage of the turnaround, I maintain a 'Hold' rating on Starbucks. Read the full article on Seeking Alpha
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新しいナラティブ • Jan 05

Narrative update from Stjepan Kalinic

Coffee Market Tightening Will Pressure Margins In The Short TermCoffee prices have reached a 47-year high owing to extreme weather effects in top-producing countries like Brazil and Vietnam. Both type
Seeking Alpha • Dec 24

Wall Street Lunch: No Starbucks For You?

Summary Starbucks faces a historic strike on Christmas Eve, with over 5,000 workers at 300 stores expected to walk out, impacting stock performance. The Santa Claus Rally and other market indicators suggest a strong market outlook for 2025, barring systemic economic or political issues. Netflix's NFL broadcast debut on Christmas Day is a critical test for its live streaming capabilities, following past technical issues. Read the full article on Seeking Alpha
Seeking Alpha • Dec 03

Starbucks' Predicament: Chinese Rivals Poised To Shake Up U.S. Market (Strong Sell)

Summary Chinese rivals offering cheap coffee, Luckin and Cotti Coffee, are exploring opportunities in the US market directly competing against Starbucks for market share. Luckin and Cotti Coffee will replicate their long-term price war strategy from China to the US pressuring Starbucks' customer traffic & margins. Starbucks appears overvalued (32x fwd P/E) as high hope has been built for a business turnaround in both the US and China upon new CEO appointment. Consensus earnings estimates also seem overly optimistic without considering the risk of a price war. I rated Starbucks as a Strong Sell. Read the full article on Seeking Alpha
Seeking Alpha • Nov 25

Starbucks' China Deadlock Resolves In 2 Possible Ways

Summary Starbucks' new CEO, Brian Niccol, is making swift changes but faces challenges in revitalizing the stagnant Chinese market amid intense local competition. A potential joint venture in China could help Starbucks leverage local resources, expand its footprint, and return to growth in the region. Despite promising developments, Starbucks' current valuation at 32x forward PE suggests that the market has already priced in these expectations. Given the uncertainties and current valuation, I maintain a Hold rating on Starbucks, pending concrete developments in its Chinese market strategy. Read the full article on Seeking Alpha

業績と収益の成長予測

NasdaqGS:SBUX - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
9/30/202840,8014,0634,1017,28822
9/30/202738,4863,3953,8696,07231
9/30/202637,6912,3142,7514,91731
3/29/202638,4721,4962,7264,346N/A
12/28/202537,7021,3692,3374,273N/A
9/28/202537,1841,8562,4424,748N/A
6/29/202536,6892,6322,2544,901N/A
3/30/202536,3473,1292,7655,570N/A
12/29/202436,1493,5172,9095,784N/A
9/29/202436,1763,7613,3186,096N/A
6/30/202436,4764,0713,8266,505N/A
3/31/202436,5304,1583,9516,538N/A
12/31/202336,6874,2944,3876,799N/A
10/1/202335,9764,1253,6756,009N/A
7/2/202335,0163,7842,9835,163N/A
4/2/202333,9983,5552,7544,725N/A
1/1/202332,9143,3212,1784,120N/A
10/2/202232,2503,2822,5564,397N/A
7/3/202231,9834,1683,0394,818N/A
4/3/202231,3294,4083,6085,302N/A
1/2/202230,3624,3934,4626,024N/A
10/3/202129,0614,1994,5195,989N/A
6/27/202127,1172,8284,6285,959N/A
3/28/202123,8439962,4693,843N/A
12/27/202023,1706651841,597N/A
9/27/202023,5189281141,598N/A
6/28/202024,0621,339-4491,215N/A
3/29/202026,6633,3901,0332,752N/A
12/29/201926,9733,724N/A4,504N/A
9/29/201926,5093,599N/A5,047N/A
6/30/201926,0653,552N/A12,372N/A
3/31/201925,5533,032N/A12,419N/A
12/30/201825,2793,029N/A12,483N/A
9/30/201824,7204,518N/A11,938N/A
7/1/201824,1144,551N/A4,597N/A
4/1/201823,4654,390N/A4,549N/A
12/31/201722,7284,383N/A4,556N/A
10/1/201722,3872,885N/A4,252N/A
7/2/201722,4002,897N/A4,467N/A
4/2/201721,9762,960N/A4,381N/A
1/1/201721,6752,882N/A4,469N/A
10/2/201621,3162,818N/A4,698N/A
6/26/201620,5202,669N/A4,237N/A
3/27/201620,1632,542N/A3,934N/A
12/27/201519,7332,462N/A3,960N/A
9/27/201519,1632,757N/A3,749N/A
6/28/201518,4292,693N/A3,520N/A

アナリストによる今後の成長予測

収入対貯蓄率: SBUXの予測収益成長率 (年間26.3% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: SBUXの収益 ( 26.3% ) はUS市場 ( 16.7% ) よりも速いペースで成長すると予測されています。

高成長収益: SBUXの収益は今後 3 年間で 大幅に 増加すると予想されています。

収益対市場: SBUXの収益 ( 2.8% ) US市場 ( 11.6% ) よりも低い成長が予測されています。

高い収益成長: SBUXの収益 ( 2.8% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: SBUXの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/05/11 21:52
終値2026/05/11 00:00
収益2026/03/29
年間収益2025/09/28

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Starbucks Corporation 31 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。66

アナリスト機関
Will ChienAccountability Research Corporation
John StaszakArgus Research Company
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