Street View: Starbucks stirs up turnaround hopes

Starbucks SBUX.O posted its first U.S. sales growth in two years as CEO Brian Niccol pushed the coffee chain back toward its coffeehouse roots, though margin pressure continued to worry investors

Median PT of 39 brokerages covering the stock is $100 - data compiled by LSEG

SALES SIP HIGHER

Jefferies ("underperform," PT: $86) expects more detail at the Analyst Day on potential same-store sales (SSS) drivers such as afternoon energy drink innovation, supply chain and operational improvements

William Blair ("outperform") says a margin recovery could drive at least mid‑teens annual EPS growth over the next five years, even if 2026 falls short, creating the potential for meaningful long‑term stock upside

BTIG ("buy," PT: $105) says the foundation for a turnaround appears to be in place, supported by advertising, loyalty initiatives, and menu innovation focused on health, energy, and food

UBS ("neutral," PT: $94) says near‑term tailwinds from recent store closures, easier comparisons, and ongoing sales initiatives should support continued U.S. same‑store sales momentum