NASDAQ$SBUX

Starbucks Corp · Q4 2022 earnings

Q4 2022 earnings · · Investor relations

Briefing

Starbucks' Q4 2022 performance was marked by a revenue increase, driven by comparable store sales growth, despite challenges in the international segment.

Starbucks reported a 3% increase in consolidated net revenues to a record $8.4 billion in Q4 2022, or 11% on a 13-week basis. Global comparable store sales rose by 7%, with an 11% increase in the U.S. offsetting a decline in international sales. GAAP EPS was $0.76, while non-GAAP EPS reached $0.81, bolstered by strong September performance.

  • Global comparable store sales increased by 7%, driven by an 8% rise in average ticket.
  • North America and U.S. comparable store sales increased 11%, fueled by a 10% increase in average ticket and a 1% increase in comparable transactions.
  • International comparable store sales decreased 5%, impacted by a 16% decline in China's comparable store sales due to COVID-19 restrictions.
  • The company opened 763 net new stores in Q4, bringing the global store count to 35,711.

Headline financials

Total Revenue

$8.41B

Previous: $8.15B+3.3%
EPS (adj)

$0.81

Previous: $1.00-19.0%
Global comp sales

7.0%

No prior period
Total global stores

35.7K

Previous: 33.8K+5.6%
Capital Expenditures

$546M

Previous: $484M+12.7%
Free Cash Flow

$554M

Previous: $1.04B-46.6%
Net Income

$878M

Previous: $1.76B-50.2%
Operating Income

$1.2B

Previous: $1.48B-19.3%
Gross Profit

$2.16B

Previous: $2.38B-9.4%
Cash & Equivalents

$2.82B

Previous: $6.46B-56.3%
Total Assets

$28B

Previous: $31.4B-10.9%
Stock-Based Comp

$64.9M

Previous: $63.8M+1.7%

Revenue & EPS history

Starbucks · Revenue · Quarterly

$8.41B

Q4 2022+3.3%vs Q4 2021
Beat estimate in 9 of 15 quarters(60%)
ActualEstimate

Revenue by segment

Starbucks · $8.41B total across 3 segments · Q4 2022

  • Company-operated
    $6.9B+0.5%
  • Licensed stores
    $998M+25.7%
  • Other
    $514M+5.4%

Forward guidance

The company will discuss fiscal year 2023 financial targets, originally introduced at Starbucks 2022 Investor Day, during its Q4 FY22 and Full Year earnings conference call starting today at 2:00 p.m. Pacific Time.

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 Q4 2022

Historical avgQ4 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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