NASDAQ$SBUX

Starbucks Corp · Q1 2020 earnings

Q1 2020 earnings · · Investor relations

Briefing

Starbucks demonstrated strong performance with comparable store sales growth and expansion of the Global Coffee Alliance.

Starbucks reported a strong first quarter in fiscal year 2020, with global comparable store sales up 5%, driven by growth in the U.S. and China. The company opened 539 net new stores and saw a 7% increase in consolidated net revenues. GAAP EPS was $0.74, and non-GAAP EPS was $0.79.

  • Global comparable store sales increased by 5%, with a 6% rise in the U.S. and a 3% rise in China.
  • Net new store openings totaled 539, resulting in a 6% increase in global store count year-over-year.
  • Consolidated net revenues grew by 7% to $7.1 billion.
  • Starbucks Rewards loyalty program in the U.S. grew to 18.9 million active members, a 16% increase year-over-year.

Headline financials

Total Revenue

$7.1B

Previous: $6.63B+7.0%
EPS (adj)

$0.79

Previous: $0.75+5.3%
Global comp sales

5.0%

No prior period
Total global stores

31.8K

No prior period
Capital Expenditures

-$394M

Previous: -$431M+8.6%
Free Cash Flow

$491M

Previous: $329M+49.3%
Net Income

$886M

Previous: $761M+16.4%
Operating Income

$1.22B

Previous: $1.02B+20.1%
Gross Profit

$4.86B

Previous: $3.87B+25.5%
Cash & Equivalents

$3.04B

Previous: $4.76B-36.1%
Total Assets

$27.7B

Previous: $20B+38.8%
Stock-Based Comp

$90.3M

Previous: $97.3M-7.2%

Revenue & EPS history

Starbucks · Revenue · Quarterly

$7.1B

Q1 2020+7%vs Q1 2019
Beat estimate in 13 of 16 quarters(81%)
ActualEstimate

Revenue by segment

Starbucks · $7.1B total across 3 segments · Q1 2020

  • Company-operated
    $5.78B
  • Licensed stores
    $792M
  • Other
    $524M

Forward guidance

The company's fiscal year 2020 guidance is unchanged from what was provided in conjunction with its Q4 fiscal 2019 earnings report, which excludes any impact of the coronavirus. The company will update its guidance for fiscal 2020 when they can reasonably estimate the impact of the coronavirus.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2020

Historical avgQ1 2020

+0.2%

Avg return

Earnings day

-0.4%

Avg return

5 days after

+1.7%

Avg return

30 days after

51%

37 / 73 earnings

Positive

+12.4%

Q4 2023

Best reaction

-15.7%

Q2 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2026+0.1%+7.9%+1.9%
Q1 2026-0.8%-4.2%+2.4%
Q4 2025-0.9%-5.4%+3.5%
Q3 2025-0.2%-3.4%-5.1%
Q2 2025-5.7%-3.8%-1.1%
Q1 2025+8.1%+7.7%+15.3%
Q4 2024+0.3%+0.9%+3.7%
Q3 2024+3.7%+0.9%+26.1%
Q2 2024-15.7%-17.2%-10.8%
Q1 2024-0.8%-0.9%+1.2%
Q4 2023+12.4%+13.5%+8.6%
Q3 2023+0.6%-0.9%-4.1%
Q2 2023-9.3%-6.4%-14.9%
Q1 2023-5.2%-2.9%-4.9%
Q4 2022+8.6%+9.7%+24.2%
Q3 2022+2.8%+1.0%+0.6%
Q2 2022+8.3%+1.5%+5.4%
Q1 2022-0.6%-3.4%-6.9%
Q4 2021-6.6%-1.8%-2.5%
Q3 2021-2.9%-3.7%-9.3%
Q2 2021-3.0%-1.2%-2.1%
Q1 2021-5.4%-6.4%+0.0%
Q4 2020-0.2%+1.4%+13.2%
Q3 2020+1.3%+0.1%+9.1%
Q2 2020-1.1%-5.1%+1.0%
Q1 2020-2.3%-4.4%-11.8%
Q4 2019+0.5%-2.1%+1.5%
Q3 2019+9.3%+6.6%+4.5%
Q2 2019+1.4%+1.7%-0.3%
Q1 2019+1.0%+0.9%+7.3%
Q4 2018+10.4%+13.3%+14.5%
Q3 2018+1.0%+1.5%+2.2%
Q2 2018+1.1%+0.7%+0.4%
Q1 2018-4.7%-6.0%-7.7%
Q4 2017+1.6%+3.8%+4.0%
Q3 2017-6.8%-5.5%-6.2%
Q2 2017-2.4%-1.7%+2.8%
Q1 2017-4.4%-5.9%-2.1%
Q4 2016-0.4%+3.1%+8.0%
Q3 2016+0.6%+1.3%-4.5%
Q2 2016-5.3%
Q1 2016+4.0%
Q4 2015-1.5%
Q3 2015+1.1%
Q2 2015+7.2%
Q1 2015+8.5%
Q4 2014-1.3%
Q3 2014-0.5%
Q2 2014+1.5%
Q1 2014+1.9%
Q4 2013+1.8%
Q3 2013+10.1%
Q2 2013+0.3%
Q1 2013+4.3%
Q4 2012+10.8%
Q3 2012-5.8%
Q2 2012-3.5%
Q1 2012+0.2%
Q4 2011-0.9%
Q3 2011-7.8%
Q2 2011-1.0%
Q1 2011+3.5%
Q4 2010-1.2%
Q3 2010-0.6%
Q2 2010-3.5%
Q1 2009+0.8%
Q1 2010+0.7%
Q2 2009+0.4%
Q4 2009+0.4%
Q4 2007+0.4%
Q3 2009-2.1%
Q4 2008-2.1%
Q3 2008-2.1%

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