NASDAQ$SBUX

Starbucks Corp · Q4 2024 earnings

Q4 2024 earnings · · Investor relations

Briefing

Starbucks' Q4 2024 results reflected a challenging customer experience, with management developing a plan to revitalize the company.

Starbucks reported a 3% decrease in consolidated net revenues, totaling $9.1 billion. Global comparable store sales declined by 7%, driven by an 8% decrease in comparable transactions. GAAP and Non-GAAP EPS were $0.80, a 25% decrease year-over-year.

  • Global comparable store sales decreased by 7%, with an 8% decline in comparable transactions.
  • North America and U.S. comparable store sales declined by 6%, driven by a 10% drop in comparable transactions.
  • International comparable store sales decreased by 9%, with China experiencing a 14% decline.
  • The company opened 722 net new stores, bringing the total store count to 40,199.

Headline financials

Total Revenue

$9.07B

Previous: $9.37B-3.2%
EPS (adj)

$0.80

Previous: $1.06-24.5%
Global comp sales

-6.0%

Previous: 8.0%-175.0%
NA comp sales

-6.0%

No prior period
Intl comp sales

-9.0%

No prior period
Total global stores

40.2K

Previous: 38.0K+5.7%
Capital Expenditures

-$798M

Previous: $700M-214.1%
Net Income

$909M

Previous: $1.22B-25.4%
Operating Income

$1.31B

Previous: $1.71B-23.4%
Gross Profit

$2.38B

Previous: $2.72B-12.4%
Stock-Based Comp

$71.7M

Previous: $74.2M-3.4%

Revenue & EPS history

Starbucks · Revenue · Quarterly

$9.07B

Q4 2024-3.2%vs Q4 2023
Beat estimate in 9 of 15 quarters(60%)
ActualEstimate

Revenue by segment

Starbucks · $9.37B total across 3 segments · Q4 2023

  • Company-operated
    $7.68B+11.3%
  • Licensed stores
    $1.19B+18.9%
  • Other
    $506M-1.6%

Forward guidance

Starbucks has suspended guidance for the full fiscal year 2025 due to the CEO transition and current business state. The company plans to assess the business, solidify key strategies, and stabilize the business for long-term growth. Initial information regarding the new strategies will be provided during the Q4 and full fiscal year 2024 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 Q4 2024

Historical avgQ4 2024

+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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