Starbucks stock rating reiterated at Outperform by RBC ahead of earnings

Published 21/07/2025, 12:26
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Investing.com - RBC Capital maintained its Outperform rating and $100.00 price target on Starbucks (NASDAQ:SBUX), currently trading at $93.80, ahead of the coffee chain’s upcoming earnings report. According to InvestingPro data, the stock trades at a relatively high P/E ratio of 34x, with analyst targets ranging from $69 to $110.

The company is scheduled to release its quarterly results after market close on July 29, according to RBC Capital analyst Logan Reich. The stock has shown strong momentum with a 21% return over the past year, though InvestingPro analysis suggests current valuation may be stretched relative to its Fair Value.

RBC noted that Starbucks has become "one of the most debated names in the restaurant space" as the new CEO works on a business turnaround strategy.

Key investor discussions ahead of the earnings report have centered on the size of additional labor investments and how effectively these investments will drive customer traffic, according to the research firm.

RBC expressed a constructive outlook on Starbucks, citing management’s apparent confidence that labor investments will drive top-line growth, as evidenced by plans to accelerate the rollout to all North American stores by the end of fiscal year 2025.

In other recent news, Starbucks has announced a quarterly cash dividend of $0.61 per share, payable on August 29, 2025, to shareholders of record as of August 15, 2025. This announcement is part of Starbucks’ ongoing capital return strategy. Meanwhile, Jefferies has downgraded Starbucks’ stock rating to Underperform, citing operational concerns and potential downside risks to U.S. comparable sales for the upcoming fiscal quarters. Melius Research has initiated coverage with a Sell rating, expressing skepticism about the company’s path to operational consistency and brand revitalization. On a more optimistic note, Citi has raised its price target for Starbucks to $100, maintaining a Neutral rating, and expects the company to meet or exceed U.S. same-store sales expectations in its upcoming earnings report. Additionally, Starbucks CEO Brian Niccol has announced an increase in the office work requirement to four days a week, aiming to strengthen company culture and improve in-store experiences. These developments reflect Starbucks’ ongoing efforts to navigate operational challenges and strategic initiatives.

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