乐观
$89.58
情景价格
$101.910
+2.915 (+2.86%)收盘时
Starbucks Corporations is a roaster, marketer, and retailer of specialty coffee globally. Its North America segment includes the United States and Canada. Its International segment includes China, Japan, Asia Pacific, Europe, Middle East and Africa, Latin America, and the Caribbean. Its North America and International segments include both Company-operated and licensed stores. The Channel Development segment includes roasted whole bean and ground coffees, Starbucks-branded single-serve products, a variety of ready-to-drink beverages, such as Frappuccino and Starbucks Doubleshot, foodservice products, and other branded products sold outside the Company-operated and licensed stores. A large portion of its Channel Development business operates under a licensed model of the Global Coffee Alliance with Nestle, while its global ready-to-drink businesses operate under collaborative relationships with PepsiCo, Inc., Tingyi-Ashi Beverages Holding Co., Ltd., Arla Foods amba, Nestle, and others.
Starbucks (SBUX) appears to be a good buy right now, given its current price of $97.52, which is below the average analyst price target of $110. Additionally, the stock has shown a strong year-to-date change of +16.14% and a recent 5-day change of +7.46%, indicating positive momentum. The RSI is at 70.693, suggesting the stock is nearing overbought territory, but the overall trend remains strong. However, the main risk is the high P/E ratio of 55.72, which indicates that the stock may be overvalued if growth expectations are not met.
DA Davidson
$110
2026-10-09
DA Davidson
2026-10-09
目标价
$110
UBS
$105
2026-10-08
UBS
2026-10-08
目标价
$105
JPMorgan
$105
2026-09-29
JPMorgan
2026-09-29
目标价
$105
Seaport Research
—
2026-09-15
Seaport Research
2026-09-15
目标价
—
Baird
$124
2026-08-24
Baird
2026-08-24
目标价
$124
情景价格取自当年最后一个月度预测区间。概率为固定的模型权重(25 / 50 / 25),不构成保证。

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Starbucks Corporations is a roaster, marketer, and retailer of specialty coffee globally. Its North America segment includes the United States and Canada. Its International segment includes China, Japan, Asia Pacific, Europe, Middle East and Africa, Latin America, and the Caribbean. Its North America and International segments include both Company-operated and licensed stores. The Channel Development segment includes roasted whole bean and ground coffees, Starbucks-branded single-serve products, a variety of ready-to-drink beverages, such as Frappuccino and Starbucks Doubleshot, foodservice products, and other branded products sold outside the Company-operated and licensed stores. A large portion of its Channel Development business operates under a licensed model of the Global Coffee Alliance with Nestle, while its global ready-to-drink businesses operate under collaborative relationships with PepsiCo, Inc., Tingyi-Ashi Beverages Holding Co., Ltd., Arla Foods amba, Nestle, and others. It operates in the Consumer Cyclicals sector (RETAIL-EATING & DRINKING PLACES industry).
Starbucks (SBUX) appears to be a good buy right now, given its current price of $97.52, which is below the average analyst price target of $110. Additionally, the stock has shown a strong year-to-date change of +16.14% and a recent 5-day change of +7.46%, indicating positive momentum. The RSI is at 70.693, suggesting the stock is nearing overbought territory, but the overall trend remains strong. However, the main risk is the high P/E ratio of 55.72, which indicates that the stock may be overvalued if growth expectations are not met.
33 analysts cover SBUX: 24 rate it Buy, 9 Hold and 0 Sell. The average price target is 96.12.
A cup of Americano no longer covers an afternoon. We tend to assume that when a shop starts counting seats, it's usually because times are tough. So when Starbucks China required customers to make a purchase to sit down, many people's first reaction was that the economy is struggling—even coffee shops are starting to shoo people away. In fact, the same rule has been in place in North America for 1 year and 9 months. Starting January 27, 2025, seating and restrooms in Starbucks company-operated stores in the US and Canada are reserved for customers only, and those who violate the rule will be asked to leave. This effectively reverses a 2018 commitment—that year, two Black men at a Philadelphia store were sitting without ordering while waiting for a friend and were reported to police and led away, after which Starbucks announced it would open its doors to everyone. When a company swings back and forth on the same issue, the reason is rarely how good or bad the economy was in any given year. It has been testing all along just how much of a seat should be given away for free. On October 22, this rule arrived in China. On the very first day, a customer in Shanghai was reminded to order 5 times within 1.5 hours (CNR). That said, customer service also noted this is only a recommendation, not mandatory. In North America they can ask people to leave; in China it stays at reminders—the firmness is actually very different. Chinese stores of course have their own books to balance: average spend per customer is still falling, new shareholder Boyu holds 60%, and outside the door there are still 36,087 Luckin stores. This is a company recalculating its accounts—it has little to do with how warm or cold a country's economy is. Many people have spent afternoons like this in coffee shops—one Americano, one power outlet, never feeling they were taking advantage of anyone. Looking back now, that table was always included in the price of the coffee; it's just that no one used to lay out the bill. Seats have always had a price. We were just 1 year and 9 months late in seeing this bill.
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$CMG $SBUX Hmmm.... Starbucks has explored takeover of Chipotle, FT reports Starbucks (SBUX) has explored a potential takeover of Chipotle (CMG) with advisers in recent months, which would unite two major U.S. restaurant brands in a deal that could be the largest-ever transaction in the sector, valuing Chipotle at nearly $39B, The Financial Times' James Fontanella-Khan, Arash Massoudi, Oliver Barnes, and Gregory Meyer report. It is unclear whether Starbucks has submitted any formal offer for Chipotle.
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