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Brian Niccol’s Turnaround Plans Will Make Starbucks a Screaming Winner in 2026
Starbucks reports 2% same-store sales growth in North America and 3% internationally as CEO Brian Niccol's initiatives improve service speed and customer experience.
- On Wednesday, Starbucks reported North American same-store sales grew 14% in Q1 of fiscal year 2026, reversing declines that started in Q2 of fiscal 2024.
- A leaked organizational chart shows Brian Niccol, CEO, has surrounded himself with longtime Chipotle-era executives and hired Anand Varadarajan as chief technology officer on January 19.
- Promotional events like the Bearista promotion and operational tools helped transactions rise 3% while average ticket rose 1%, with Placer.ai reporting an 11.6% visit increase year over year.
- On Wednesday, Starbucks will report fourth-quarter results and hold an investor day Thursday where Brian Niccol will detail his turnaround as Starbucks Workers United's strike involving over 40 stores and 1,000 workers weakens.
- Market skepticism remains as operating margin stays low at 9.4%, though analysts and Deutsche Bank see potential for mid-teens or 17% margins over coming years, with less than half of Wall Street viewing the stock as a buy.
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Starbucks Stock Has Soared in 2026. Is It Too Late to Buy?
Key PointsStarbucks' comparable-store sales trends have been improving.The company's earnings and operating margin declined sharply year over year in the most recent quarter.At around 40 times forward earnings, a successful turnaround may already be priced in.10 stocks we like better than Starbucks › Starbucks (NASDAQ: SBUX) is up about 14% year to date as of this writing -- a sharp move for a coffeehouse chain that spent much of the last year w…
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Total News Sources11
Leaning Left3Leaning Right0Center4Last UpdatedBias Distribution57% Center
Bias Distribution
- 57% of the sources are Center
57% Center
L 43%
C 57%
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