8-KFinancial EventsOther EventsExhibits & Filings

STARBUCKS CORP 8-K Report, Financial Obligation (Jun 10, 2015)

Filed June 10, 2015For Securities:SBUX

Summary

On June 10, 2015, Starbucks Corporation announced the completion of a public offering of senior notes, raising a total of $850 million. This offering included $500 million in 2.700% Senior Notes due in 2022 and $350 million in 4.300% Senior Notes due in 2045. The company issued these notes under its existing indenture agreements, with Deutsche Bank Trust Company Americas acting as trustee. This move indicates Starbucks' proactive approach to managing its capital structure and potentially funding future growth initiatives or refinancing existing debt. Investors should note the specific terms of these notes, including their interest rates, maturity dates, and redemption provisions. The notes are senior unsecured obligations and rank equally with other unsecured debt, but are effectively subordinated to subsidiary debt. The filing also outlines provisions for repurchase upon a change of control triggering event, a common feature designed to protect bondholders. The issuance suggests a positive outlook from the company regarding its financial stability and ability to meet its long-term obligations.

Key Highlights

  • 1Starbucks completed a public offering of $500 million in 2.700% Senior Notes due June 15, 2022.
  • 2Starbucks completed a public offering of $350 million in 4.300% Senior Notes due June 15, 2045.
  • 3The total aggregate principal amount of notes issued is $850 million.
  • 4The notes are senior unsecured obligations and rank equally with other unsecured debt.
  • 5The notes are effectively subordinated to any existing or future indebtedness of Starbucks' subsidiaries.
  • 6The offering includes provisions for redemption at various dates and prices, including a 'make whole' premium.
  • 7A change of control triggering event will require Starbucks to offer to repurchase the notes at 101% of the principal amount plus accrued interest.

Frequently Asked Questions

This 8-K filing was made to report on Starbucks Corporation's completion of a public offering of $850 million in senior notes, consisting of $500 million of 2.700% Senior Notes due 2022 and $350 million of 4.300% Senior Notes due 2045. It details the terms of these new debt issuances.

The 2.700% Senior Notes mature on June 15, 2022, and the 4.300% Senior Notes mature on June 15, 2045. Both series of notes will pay interest semi-annually on June 15 and December 15, with the first payment due on December 15, 2015.

These notes are classified as senior unsecured obligations. They rank equally with Starbucks' other unsecured debt. However, they are effectively subordinated to any debt or liabilities of Starbucks' subsidiaries.

If a 'change of control triggering event' occurs, which involves both a change of control and a below investment grade rating for the notes by Moody's and S&P, Starbucks is required to offer to repurchase the notes from holders at a price of 101% of the principal amount, plus any accrued and unpaid interest.