SBUX

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Jefferies upgrades Starbucks on China, U.S. gains

Watch: Monitor Starbucks' upcoming quarterly same-store sales and margin guidance to confirm stabilization and margin recovery progress.

Full analysis

Jefferies upgraded Starbucks from Underperform to Hold and raised its price target to $92 from $86. Starbucks will convert 8,011 China stores from company-operated to licensed, cutting monthly expenses by $39M starting December 2025. U.S. transaction comps showed year-over-year growth in Q1 fiscal 2026 for the first time in eight quarters, signaling stabilization in the core market.

The upgrade and cost reductions improve Starbucks’ risk profile and signal potential turnaround after prolonged U.S. sales declines and China market restructuring.

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Evidence

9h ago Starbucks Sells Control of China Unit to Boyu in Growth Push, Reuters Reports yahoo-finance
23h ago Citigroup main SBUX: Neutral → Neutral
1d ago Jefferies up SBUX: Underperform → Hold
1d ago Insider buy by KNUDSTORP JORGEN VIG (SBUX): $34,770
1d ago Insider buy by KNUDSTORP JORGEN VIG (SBUX): $994,500
2d ago Jefferies Upgrades Starbucks to Hold as China Franchise Exit and U.S. Stabilization Improve Visibility yahoo-finance
2d ago Nike downgraded, Starbucks upgraded: Wall Street's top analyst calls yahoo-finance
7d ago Starbucks completes JV deal with Boyu Capital in China yahoo-finance
7 older signals
10d ago Jim Cramer Discusses Salesforce (CRM) & AI
16d ago Starbucks investors reelect full board, rejecting labor-backed challenge
19d ago Stock Market Today (LIVE): Nasdaq Enters Correction as Crude Tops $110 and Strait of Hormuz Remains Closed - The Motley Fool
29d ago Guggenheim Maintains Neutral Rating on Starbucks Corporation (SBUX) Despite Updated Projections
30d ago Starbucks' Momentum Score Spikes As Massachusetts Governor Defends Coffee Chains Against RFK Jr.'s Sugar Safety Probe
32d ago Starbucks announces more store closures as strategy shifts
34d ago Wolfe Research Turns Neutral on Starbucks (SBUX) amid Competitive Coffee Market
15 signals · latest 9h ago

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