Early Access

10-KPeriod: FY2015

STARBUCKS CORP Annual Report, Year Ended Sep 27, 2015

Filed November 12, 2015For Securities:SBUX

Summary

Starbucks Corporation's 2015 10-K filing reveals a strong fiscal year with a 17% increase in total net revenues to $19.2 billion, driven by a robust 7% growth in comparable store sales globally. The company's Americas segment continues to be the primary revenue driver, with positive performance attributed to beverage and food offerings and strategic new store openings. A significant event impacting the fiscal year was the full consolidation of Starbucks Japan, which boosted revenues considerably in the China/Asia Pacific segment, though it also led to a notable decline in operating margin for that segment due to acquisition-related costs. The company demonstrated a commitment to returning value to shareholders, repurchasing approximately $1.4 billion in stock and paying dividends totaling $958.7 million in fiscal 2015. Starbucks also continued its disciplined global expansion, adding over 1,500 net new stores across its operating segments. Management expressed confidence in future growth, projecting revenue growth exceeding 10% for fiscal 2016, supported by continued comparable store sales increases and further store expansion, particularly in the China/Asia Pacific region. The company remains focused on digital innovation, including its Mobile Order and Pay functionality, as a key driver of convenience and brand engagement.

Financial Statements
Beta
Revenue$19.16B
Cost of Revenue$7.79B
Gross Profit$11.38B
Operating Expenses$15.81B
Operating Income$3.60B
Interest Expense$70.50M
Net Income$2.76B
EPS (Basic)$1.84
EPS (Diluted)$1.82
Shares Outstanding (Basic)1.50B
Shares Outstanding (Diluted)1.51B

Key Highlights

  • 1Total net revenues increased 17% to $19.2 billion in fiscal 2015, driven by a 7% global comparable store sales growth.
  • 2The Americas segment reported an 11% revenue increase, with operating income growing 80 basis points due to sales leverage and investments.
  • 3Starbucks Japan was fully consolidated in fiscal 2015, significantly boosting China/Asia Pacific segment revenues by 112%, albeit with a temporary operating margin decline.
  • 4The company returned $2.4 billion to shareholders through share repurchases ($1.4 billion) and dividends ($958.7 million) in fiscal 2015.
  • 5Starbucks continued its global store expansion, adding 1,677 net new stores in fiscal 2015, with a focus on the China/Asia Pacific region for future growth.
  • 6Operating margin improved slightly to 18.8% from 18.7% in the prior year, despite investments in employee compensation and digital platforms.
  • 7The company is actively managing its commodity price risk through various hedging strategies, particularly for coffee and dairy products.

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