Starbucks Corporation (NASDAQ: SBUX) beats Q3-FY2026 adjusted EPS consensus of ~$0.65 per share (July 29, 2026)
Hit
✦ AI-generated prediction
Published on 19. July 2026
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Predicted for 29. July 2026
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Based on: Historical Cycle
Under CEO Brian Niccol (since Fall 2024), operational restructuring has produced two consecutive EPS beats. Menu simplification, US price stability, and service acceleration showing early results. Q3-FY2026 consensus: ~$0.65 (+30% YoY vs. $0.50 Q3 FY2025). Risk: China same-store-sales pressure (Luckin competition), US consumer softness. No Polymarket signal.
Data basis for this prediction
- Starbucks Investor Relations: Q3 FY2026 Earnings Call 29.07.2026
- ScanX Trade: SBUX Q3 FY26 Reportdatum 29.07.2026, Konsens $0,65
- Yahoo Finance SBUX Earnings Preview (Juli 2026)
- TipRanks SBUX Earnings-Profil: Konsens $0,65 adj. EPS
Note: This is an AI-generated statistical forecast for entertainment and information purposes. It does not constitute investment advice or a recommendation to buy or sell any financial instrument.
Verdict: Hit
Starbucks hat am 29. Juli 2026 einen klaren EPS-Beat gemeldet: Bereinigter (Non-GAAP) EPS von 0,85 USD übertraf den Konsens von ca. 0,66 USD um rund 29 % und stieg 70 % gegenüber dem Vorjahresquartal (Q3 FY2025: 0,50 USD). GAAP-EPS lag bei 0,91 USD (+86 % YoY). Treiber waren starke Comparable-Store-Sales (+7,9 % global, getragen von +4,2 % Transaktionswachstum und +3,5 % höherem Ticket) sowie operative Margenverbesserung unter CEO Brian Niccol. Die gefürchteten Risiken (China-Druck, US-Konsumentenschwäche) materialisierten sich nicht stark genug, um das Ergebnis zu belasten. Starbucks hob zudem die Jahresprognose auf 2,55–2,65 USD je Aktie an; die Aktie stieg nachbörslich +4,3 %. Quellen: investor.starbucks.com (offizielle Pressemitteilung), Zacks/Yahoo Finance ('Adjusted earnings of 85 cents topped the consensus estimate of 66 cents by 28.8%'), CNBC Q3 2026 Earnings-Artikel.
📈 Economy
✦ AI
The S&P 500 closed at 7,636.36 on 9 September 2026. Falling below 7,450 by month-end would require a 2.4% decline. Headwinds: Fed rate hike of 25bp on 16 September (CentralBank.Watch: 59% probability), August PPI above expectations (+5.4% YoY), Iran-Gulf risk premium. Stabilizing factors: hike largely priced in (Polymarket: 93% for zero 2026 cuts), Q2 earnings solid, no recession signals. Historically, a single 25bp September hike rarely causes a monthly decline above 2.5%.
📈 Economy
✦ AI
Polymarket shows a 53% probability for a 25 basis point hike as of September 10, 2026. US Core CPI August 2026 (release September 11) is expected by market consensus to be above 3.0% YoY. The ECB raised its deposit rate by 25 bps to 2.50% on September 10, 2026 – an inflation-fighting signal that provides cover for the Fed. Against a hike: a mild slowdown in US industrial output. CME FedWatch also shows ~53% probability for a hike.
📈 Economy
✦ AI
The DAX closed at 25,562 points on September 9, 2026. A gain of +1.7% is required by month-end. Headwinds: ECB rate hike to 2.50% (September 10), 53% FOMC hike probability (September 16), persistently high oil prices (~$101/barrel Brent) weigh on energy-intensive DAX heavyweights. Tailwinds: strong SAP cloud growth expected, robust US demand, EUR/USD at 1.1644 benefits exporters. Implied 30-day volatility (VDAX): ~16%, corresponding to a σ range of roughly ±5.5% by month-end — the 26,000 level falls within the central distribution.