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● LIVE Updated 2h ago · 17 sources tracked

Starbucks sales miss expectations, but its U.S. turnaround is gaining steam

Starbucks reported mixed fiscal Q4 2026 results, beating profit expectations despite a slight revenue miss. U.S. comparable sales grew 7.7%, exceeding Wall Street estimates and signaling momentum for CEO Brian Niccol's turnaround strategy. However, international business underperformed, with China restructuring weighing on overall revenue. While the company projects annual profit above estimates for fiscal 2027 and plans to resume share buybacks, it issued cautious guidance for the coming year. Growth in the U.S. was primarily driven by higher average tickets from pricing, food, and delivery rather than transaction volume.

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  • ✓ Starbucks U.S. comparable sales increased 7.7% in the fiscal fourth quarter.
  • ✓ The company beat fiscal Q4 2026 earnings and profit estimates.
  • ✓ Total revenue for the quarter missed forecasts.
  • ✓ International business performance fell short of expectations.
🛡️ Source Corroboration: 17 independent reporting domains (95% confidence) ⏱ Read time: ~2 min

What changed

Fiscal Q4 2026 earnings reports confirm a 7.7% jump in U.S. comparable sales and a profit beat despite a revenue miss.

Live updates

  1. Starbucks Beats Q4 Profit Estimates as U.S. Sales Growth Hits 7.7%

    Starbucks reported mixed fiscal Q4 2026 results, beating profit expectations despite a slight revenue miss. U.S. comparable sales grew 7.7%, exceeding Wall Street estimates and signaling momentum for CEO Brian Niccol's turnaround strategy. However, international business underperformed, with China restructuring weighing on overall revenue. While the company projects annual profit above estimates for fiscal 2027 and plans to resume share buybacks, it issued cautious guidance for the coming year. Growth in the U.S. was primarily driven by higher average tickets from pricing, food, and delivery rather than transaction volume.

    Why it matters

    The company is currently executing a strategic turnaround to reverse a sales slowdown. This effort includes a major tech modernization and restructuring of its international operations. The results highlight a growing divergence between recovering domestic performance and struggling global markets.

    What is confirmed

    • Starbucks U.S. comparable sales increased 7.7% in the fiscal fourth quarter.
    • The company beat fiscal Q4 2026 earnings and profit estimates.
    • Total revenue for the quarter missed forecasts.
    • International business performance fell short of expectations.
    • CEO Brian Niccol stated the turnaround plan is working and the company is in growth mode.
    • The company plans to resume share buybacks.

    Still unconfirmed

    • Net revenue declined 4% during the quarter.
    • Earnings jumped 54%.
    • Higher average tickets outpaced transaction growth in the U.S.

    What to watch next

    • Fiscal 2027 guidance updates
    • Progress on the major tech modernization initiative
    • Impact of China restructuring on international revenue
    Sources used for this update (24)
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    4. CNBC — Starbucks international business disappoints but U.S. stores outperform
    5. Bloomberg.com — Starbucks US Sales Beat Estimates, Extending Growth Run
    6. MarketWatch — A Starbucks turnaround is brewing — but perhaps not quickly enough
    7. Yahoo Finance — Starbucks posts slight revenue miss, earnings beat in Q4 results as CEO says turnaround plan 'is working'
    8. Financial Times — Starbucks to resume share buybacks but China shift clouds growth outlook
    9. Yahoo Finance — SBUX Stock Dips As China Restructuring Weighs On Q4 Revenue Despite Stronger Comparable Sales
    10. CNBC — Starbucks sales miss expectations, but its U.S. turnaround is gaining steam
    11. Reuters — Starbucks sees annual profit above estimates as turnaround gains traction
    12. Yahoo Finance — Starbucks CEO Brian Niccol: 'The turn has occurred' — now it's in growth mode
    confidence 95%
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