Early Access

10-QPeriod: Q3 FY2022

STARBUCKS CORP Quarterly Report for Q3 Ended Apr 3, 2022

Filed May 3, 2022For Securities:SBUX

Summary

Starbucks Corporation reported its fiscal second quarter 2022 results, showing a notable increase in net revenues, driven by strong performance in the U.S. and new store openings. Consolidated net revenues grew by 14.5% year-over-year to $7.6 billion. This growth was primarily fueled by a 12% rise in comparable store sales in North America, reflecting a combination of increased average ticket and transaction volumes. The company continued its expansion, adding 885 net new company-operated stores globally over the last twelve months. Despite the revenue growth, the company faced margin pressures. Operating margin decreased by 240 basis points to 12.4%, largely attributed to inflationary pressures on commodities and supply chain costs, alongside increased investments in partner wages and benefits. The international segment, particularly China, experienced significant headwinds due to COVID-19 related restrictions, leading to a 23% decline in comparable store sales in that market. The company also announced a temporary suspension of its share repurchase program to reallocate capital towards investments in stores and partners.

Financial Statements
Beta
Revenue$7.64B
Operating Expenses$6.74B
Operating Income$948.90M
Interest Expense$119.10M
Net Income$674.50M
EPS (Basic)$0.59
EPS (Diluted)$0.58
Shares Outstanding (Basic)1.15B
Shares Outstanding (Diluted)1.15B

Key Highlights

  • 1Consolidated net revenues increased by 14.5% to $7.6 billion for Q2 FY2022.
  • 2North America comparable store sales grew by 12%, driven by a 7% increase in average ticket.
  • 3China comparable store sales declined by 23% due to COVID-19 related restrictions.
  • 4Operating margin decreased by 240 basis points to 12.4% due to inflationary pressures and increased labor costs.
  • 5The company added 885 net new company-operated stores globally over the past 12 months.
  • 6Starbucks temporarily suspended its share repurchase program on April 4, 2022.

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