Starbucks Performance: Starbucks has significantly underperformed compared to the S&P 500 in recent years, with a total return of only 10.6% over the past three years versus 58.2% for the index.
Turnaround Efforts: The company is undergoing a major turnaround plan aimed at enhancing customer experience and boosting revenue, but it has faced challenges, including a decline in same-store sales for six consecutive quarters.
Stock Valuation Concerns: With a price-to-earnings ratio of 38.2, there are concerns that any potential successful turnaround may already be reflected in the stock's current valuation.
Brand Strength: Despite financial struggles, Starbucks remains a powerful brand with a dominant position in the retail coffee market, and management is taking steps to improve operations and customer satisfaction.
SBUX
$85.08+Infinity%1D
Analyst Views on SBUX
Wall Street analysts forecast SBUX stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for SBUX is 95.00 USD with a low forecast of 59.00 USD and a high forecast of 115.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
21 Analyst Rating
Wall Street analysts forecast SBUX stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for SBUX is 95.00 USD with a low forecast of 59.00 USD and a high forecast of 115.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
12 Buy
7 Hold
2 Sell
Moderate Buy
Current: 85.400
Low
59.00
Averages
95.00
High
115.00
Current: 85.400
Low
59.00
Averages
95.00
High
115.00
Citi
Neutral
downgrade
$84 -> $83
2025-10-30
Reason
Citi
Price Target
$84 -> $83
2025-10-30
downgrade
Neutral
Reason
Citi lowered the firm's price target on Starbucks to $83 from $84 and keeps a Neutral rating on the shares.
RBC Capital
Outperform
to
NULL
downgrade
$110 -> $100
2025-10-30
Reason
RBC Capital
Price Target
$110 -> $100
2025-10-30
downgrade
Outperform
to
NULL
Reason
RBC Capital lowered the firm's price target on Starbucks to $100 from $110 and keeps an Outperform rating on the shares. The company's Q4 print was solid and, positively, SSS beat in both North America and international where importantly, the recent US labor investment appears to be driving continued transaction acceleration, the analyst tells investors in a research note. Less positively however, the management provided little incremental color on cost savings they alluded to on the Q3 earnings call, RBC added.
BofA
Sara Senatore
Buy
downgrade
$117 -> $106
2025-10-30
Reason
BofA
Sara Senatore
Price Target
$117 -> $106
2025-10-30
downgrade
Buy
Reason
BofA analyst Sara Senatore lowered the firm's price target on Starbucks to $106 from $117 and keeps a Buy rating on the shares. The firm thinks Starbucks' continued sequential improvement in traffic, including turning positive in September, despite the increasingly strong macro headwinds, signals that the turnaround strategies are working, the analyst tells investors. The firm lowered its FY26 EPS forecast to $2.22 from $2.66 as it incorporates slower top line growth and higher inflation, the analyst noted.
Piper Sandler
Overweight
to
Overweight
downgrade
$105 -> $100
2025-10-30
Reason
Piper Sandler
Price Target
$105 -> $100
2025-10-30
downgrade
Overweight
to
Overweight
Reason
Piper Sandler lowered the firm's price target on Starbucks to $100 from $105 and keeps an Overweight rating on the shares following quarterly results. The firm notes the U.S. same-store sales result of flat was in-line with its sense of investor expectations, which included a positive comp in the month of September, and which has remained positive thus far in the month of October.
About SBUX
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.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
