Starbucks reported its first sequential increase in global same-store traffic in two years during its fiscal first quarter, with U.S. same-store sales rising by 3.2%. The company’s quarterly revenue grew 5.5% year-over-year to reach nearly $9.9 billion, driven by a 4.8% increase in average ticket size across its core markets. Management highlighted a 7.1% increase in mobile app orders and a 12% rise in loyalty program membership, now standing at 30 million active members, underscoring the success of its digital and personalization initiatives.

In the third quarter, Terra Alpha Investments boosted its Starbucks stake by 17.9%, acquiring 6,406 additional shares to hold 42,273 shares, now representing 3.6% of the fund’s portfolio. Cooper Haims Advisors, Diligent Investors, Silver Oak Securities and Pioneer Trust Bank each increased their positions by 1.1% to 3.0%, while company director Jørgen Vig Knudstorp purchased 11,700 shares at an average cost of $85.00 per share, lifting his holdings by 28.3% to 53,096 shares. Institutional investors collectively own 72.3% of outstanding shares, reflecting broad confidence ahead of fiscal 2026 guidance.

Starbucks declared a quarterly dividend of $0.62 per share, implying an annualized payout of $2.48 and a yield of 2.7%, with the next payment scheduled for late February. The company reaffirmed fiscal 2026 earnings guidance between $2.15 and $2.40 per share, targeting a modest expansion of operating margins through streamlined store operations and supply-chain efficiencies. Management aims to sustain mid-single-digit revenue growth while improving net margin from 3.6% toward its long-term target of 8%.