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Stephanie Link has highlighted positive sales trends for Starbucks, with U.S. same-store sales recording a 4% rise. This figure surpasses the anticipated increase of 2-3% and matches performance quarter-over-quarter.
International sales grew by 5% compared to 3% quarter-over-quarter, while the company's operations in China saw a 7% rise, up from 2%. Despite a miss in operating margins, the figure improved from the previous quarter, reaching 10.1%, though it remains below pre-pandemic levels of 17%, indicating potential for further growth.
These latest Starbucks results reinforce Stephanie Link’s ongoing focus on corporate performance trajectories, building on her examination of robust quarterly outcomes such as SLB’s strong Q3 results, where digital ARR surpassed $1 billion. The momentum in China and international markets further aligns with Link’s earlier coverage of major manufacturing milestones, including Boeing’s forecast to deliver 600 aircraft in 2025, underscoring her continued analysis of companies navigating post-pandemic recovery and global expansion.