Starbucks (SBUX) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates

Starbucks (SBUX) reported $9.57 billion in revenue for the quarter ended September 2025, representing a year-over-year increase of 5.5%. EPS of $0.52 for the same period compares to $0.80 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $9.33 billion, representing a surprise of +2.61%. The company delivered an EPS surprise of -5.46%, with the consensus EPS estimate being $0.55.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.Here is how Starbucks performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:Total Stores: 40,990 versus the seven-analyst average estimate of 41,142.Comparable Store Sales - International - Sales Growth: 3% versus 1.7% estimated by seven analysts on average.Comparable Store Sales - North America - Sales Growth: 0% versus the seven-analyst average estimate of -0.7%.Comparable store sales - YoY change: 1% versus the seven-analyst average estimate of -0.1%.Net Revenues- Company-operated stores- North America: $6.28 billion versus $6.14 billion estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +4.3% change.Net Revenues- Other- North America: $1.7 million compared to the $1 million average estimate based on five analysts. The reported number represents a change of +240% year over year.Net Revenues- Licensed stores- North America: $622 million versus $666.39 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a -7.6% change.Net Revenues- International: $2.07 billion versus $2.04 billion estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +9.4% change.Net Revenues- Company-operated stores: $7.86 billion versus the seven-analyst average estimate of $7.67 billion. The reported number represents a year-over-year change of +5.6%.Net Revenues- Licensed stores: $1.09 billion versus $1.13 billion estimated by seven analysts on average. Compared to the year-ago quarter, this number represents a -3.2% change.Net Revenues- Other: $614 million versus $525.77 million estimated by seven analysts on average. Compared to the year-ago quarter, this number represents a +22.2% change.Net Revenues- Channel Development: $542.6 million versus the five-analyst average estimate of $477.66 million. The reported number represents a year-over-year change of +16.6%.View all Key Company Metrics for Starbucks here>>>Shares of Starbucks have returned +1% over the past month versus the Zacks S&P 500 composite's +3.8% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.#1 Semiconductor Stock to Buy (Not NVDA)The incredible demand for data is fueling the market's next digital gold rush. As data centers continue to be built and constantly upgraded, the companies that provide the hardware for these behemoths will become the NVIDIAs of tomorrow.One under-the-radar chipmaker is uniquely positioned to take advantage of the next growth stage of this market. It specializes in semiconductor products that titans like NVIDIA don't build. It's just beginning to enter the spotlight, which is exactly where you want to be.See This Stock Now for Free >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Starbucks Corporation (SBUX): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks Weiter zum vollständigen Artikel bei Zacks