NASDAQ:SBUX

Starbucks (SBUX)

105.72
-0.53 (0.50%)
as of Sep 1, 2026, 7:10:06 pm Market Open.
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Investor Insights
star iconSep 1, 2026, 12:00 am

This summary was created by AI, based on 10 opinions in the last 12 months.

Analysts have mixed views on Starbucks (SBUX-Q), highlighting some positive trends but also significant challenges. The new CEO has initiated plans aimed at revitalizing the brand by focusing on customer service and reducing turnover, which has resulted in improved same-store sales. There is a cautious optimism regarding operational changes, such as hiring more baristas to enhance service speed and efficiency, despite the setbacks from store closures and layoffs. However, some experts express concerns about the competitive landscape and rising consumer costs, particularly due to high oil prices. The ongoing union strike and the necessity for Starbucks to penetrate Middle America are viewed as potential hurdles for the turnaround effort, suggesting a complex path ahead.

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Consensus
Mixed
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Valuation
Fair Value
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BUY
Shares slipped after it reported last night, falling short of estimates which reflects weakness in its Chinese locations, hit by Omicron in the last quarter. At the same, US locations saw unprecedented cost increases. However, numbers are up nicely in US stors where Omicron has blown through. Costs have risen, but the company has raised prices in its store twice, with a third coming, but they haven't dented sales. SBUX shares bounced back in today's session after losses in the after-market the night before.
WATCH
They report Tuesday. Hopes the CEO addresses the unionizing effort and the impact of Omicron on store hours and shifts. Has the Chinese pre-Olympic lockdown impacting SBUX? That's why shares are down 17% YTD.
PAST TOP PICK
(A Top Pick Jan 29/21, Up 9%) Great holding. Still grew despite Covid. China growth has slowed. Still a growth story long term. A bit expensive now, wait a bit for a new purchase.
HOLD
Company has got caught up with union battles. Unionization will affect profitability. Good aspects of company includes exposure to China. Higher trading multiple implies over valued. Closing a lot of locations.
HOLD

He's holding on. Saw two analyst upgrades today. The company faces a slowdown in China's economic growth, but he expects encouraging guidance to come.

BUY

He likes the two upgrades today. This reminds him of Nike four years ago which he missed out on. Starbucks' 2022 PE is 29x. Investor sentiment remains quite good. As long as Starbucks doesn't stumble in execution, their PE will rise. Their customer experience is amazing.

PARTIAL SELL
Very well run. Pretty expensive at 46x. Medium conviction on its prospects, so maximum of 5% weighting. Overvalued. Long-term, will continue to do well.
BUY
At $115, this is a buy right now.
BUY
Regrets selling it after taking good profits. It's up 63% this year. They managed the lockdowns well with their app and quick in-and-out service. Many were concerned when the company changed CEOs, but it was a great move.
BUY
Didn't deserve to sink 3.2% today after its quarterly report released late Tuesday. He blames trigger-happy traders. This is a buying opportunity.
DON'T BUY
It reports Tuesday. Starbucks had a great run the past year in anticipation of the great reopening, which may be too early. He expects a pullback.
BUY
The pandemic has closed the smaller players and SBUX's e-commerce has thrived. This should do well during the reopening.
TOP PICK
A quality stock that is poised to benefit from the reopening. Same store sales were up 5% in China. They are overcoming fewer transactions with offsetting bigger baskets. 2021 outlook was raised. 48% EPS growth trading at 25x 2023 valuation. Pays a reasonable dividend. (Analysts’ price target is $108.84)
WAIT
It's had a tremendous run. Wait until after they report next week. It would dip below $100.
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