Analysts said that the income rhythm of Starbucks’s post: The new CEO will “repair the business in the right way” -Steadesbac (SBUX)

Shares Starbucks sbux The company headquartered in Seattle reported its optimistic first quarterly income and rose in trading on Wednesday.

This is some key analysts takeaway.

Check the inventory rating of other analysts.

Golden: Starbucks reports its first quarter fiscal revenue, 69 cents per share. This is moderate in the consensus of 67 cents per share. The total income is about 1 % than the consensus.

The decline in sales of Tong store is far lower than expected. CHO said in a report that the operating profit margin and estimation are estimated to be “driven by the supply chain and in -store efficiency”.

This analyst wrote: “Although it is still in the early stage, we think the company is focusing on the right place to promote the meaningful transfer of its North American business.” She added that with several initiatives, the company’s company’s’s’s The growth of sales in the same store may be transformed into “moderate positive” in the second quarter, and further improved in the second half of the year.

WedbushSetian said that Starbucks’ same store sales fell by 4 %, a 5.2 % sales of sales of 5.2 %. He added that the decrease of 4 % of international store sales and the 6 % decline in Chinese store sales also decreased by 5.8 % and 8.3 % compared with the consensus, respectively.

The company’s performance in the first quarter showed a stable sign, which shows that “flat to positive [same-store sales] Analyst said. “Setian added.

Bank of America SecuritiesSenator said the basic compensation improvement before the first quarter seemed to have entered the second quarter. She added that the company’s year -on -year income growth may be down in the second quarter.

Analysts wrote: “Growth should be improved through 3Q and 4Q in turn, because the positive offset adjustment investment (accelerate at 2Q).” She further said that although Starbucks did not guide the year -on -year growth of the second half of the year, the income growth may increase the income growth. “Slightly positive.”

Piper Sandler (Piper Sandler)Mu Lan said that Starbucks’s sales of the same store have fallen by 4 % than expected, which is the almost stable order trend in the past two years. If the company maintains this performance, our same store sales will be transformed in the second quarter in the second quarter. He added that it was earlier than consensus expectations.

Management aims to simplify the menu by the end of 2025 and reduce 30 % of food and drinks. Brian NiccolThe analyst said that he would “repair the business in the right way.”

Starbucks appointed CEO of Nichor last August.

Royal Bank of Canada Capital Market: The continuous changes in Starbucks’ North American business began to show signs of improvement, and China’s performance is constantly improving.

CFO Rachel Ruggeri It is recommended that the cost of supply chain is lower than previous expectations.

Analysts wrote: “Although the core business seems to be developing in the right direction, the company’s expected income will maintain pressure, because the cost of reorganization, higher SBC and potential efficiency drive cost savings saving but bringing brings brought about “The profit rate” further said that some of the reverse wind may be temporary, and the cost savings of these initiatives may begin “until the end of the fiscal year to 2026”.

Stifel: “We are encouraged by the company’s progress in order to” return to Starbucks’ and hope that Comps has returned to positive territory as early as F2Q25, “O’Cull wrote in a bill. He added that several measures are being carried out, including re -introduction of the brand into non -Roydi members, new orders sorting to eliminate bottlenecks and optimized personnel.

Analysts say that management predicts that in the second quarter, seasonal and organizational reorganization. “In the half of the year, the revenue should be increased in sequence and year -on -year. He further wrote that analysts expect the company’s overall margin performance to” follow similar models. “

Oppenheimer: Management predicts that global store sales will be transformed into front in the second quarter. Bitner said the street is currently estimated at 1.2 % decline. This may be “mainly by” North America, “he added.