NASDAQ$SBUX

Starbucks Corp · Q1 2022 earnings

Q1 2022 earnings · · Investor relations

Briefing

Starbucks' Q1 2022 results reflected strong revenue growth, driven by robust customer demand, despite inflationary pressures and COVID-19 related costs.

Starbucks reported a 19% increase in consolidated net revenues to $8.1 billion for Q1 2022. Global comparable store sales rose by 13%, with a significant 18% increase in the U.S. GAAP EPS grew by 30% to $0.69, while non-GAAP EPS increased by 18% to $0.72.

  • Global comparable store sales increased 13%, driven by a 10% increase in comparable transactions and a 3% increase in average ticket.
  • North America and U.S. comparable store sales increased 18%, primarily driven by a 12% increase in comparable transactions and a 6% increase in average ticket.
  • International comparable store sales decreased 3%, driven by a 5% decline in average ticket, partially offset by a 2% increase in comparable transactions; China comparable store sales decreased 14%, driven by a 9% decline in average ticket and a 6% decline in transactions.
  • The company opened 484 net new stores in the first quarter of fiscal 2022, ending the period with a record 34,317 stores globally.

Headline financials

Total Revenue

$8.05B

Previous: $6.75B+19.3%
EPS (adj)

$0.72

Previous: $0.61+18.0%
Global comp sales

13.0%

Previous: -5.0%+360.0%
Total global stores

34.3K

Previous: 32.9K+4.2%
Capital Expenditures

-$417M

Previous: -$324M-28.6%
Free Cash Flow

$399M

Previous: $298M+33.9%
Net Income

$816M

Previous: $622M+31.1%
Operating Income

$1.18B

Previous: $914M+28.9%
Gross Profit

$8.05B

Previous: $6.75B+19.3%
Cash & Equivalents

$3.97B

Previous: $5.03B-21.1%
Total Assets

$28.8B

Previous: $30B-3.8%
Stock-Based Comp

$95.8M

Previous: $99.3M-3.5%

Revenue & EPS history

Starbucks · Revenue · Quarterly

$8.05B

Q1 2022+19.3%vs Q1 2021
Beat estimate in 12 of 16 quarters(75%)
ActualEstimate

Revenue by segment

Starbucks · $8.05B total across 3 segments · Q1 2022

  • Company-operated
    $6.72B+17.4%
  • Licensed stores
    $851M+38.6%
  • Other
    $477M+16.6%

Forward guidance

The company will discuss fiscal year 2022 financial targets during its Q1 FY22 earnings conference call.

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 2022

Historical avgQ1 2022

+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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