05:10 PM EDT, 04/28/2026 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows:

SBUX reported Q2 FY 26 adjusted EPS of $0.50 (+22% Y/Y), beating the $0.45 consensus, while revenue of $9.53B (+8.8% Y/Y) exceeded the $9.21B estimate. Global comparable store sales growth of 6.2% Y/Y represented a significant 710-bp acceleration, due to transaction growth (+3.8%) and average ticket growth (+2.3%). We think results suggest SBUX is gaining traction with U.S. consumers following menu changes, loyalty program updates, and store location overhauls. Management raised FY 26 guidance, now expecting global and U.S. comps growth of 5%+ and EPS of $2.25-$2.45. Adjusted operating margins expanded 120 bps to 9.4%, the first expansion since Q1 FY 24, suggesting the company is exiting the higher pace of store investments from the Green Apron Service model. The China JV with Boyu Capital provides a strategic framework for growth in that market. We believe the focus on transaction over ticket growth suggests a volume-driven recovery strategy that could support longer-term market share gains.