Starbucks vs Warner Bros. Discovery
Starbucks vs Warner Bros. Discovery: this page compares the business models, financial performance and market context of the two companies in a neutral, accessible way. Educational content, not financial advice.
Starbucks vs Warner Bros. Discovery: this page compares the business models, financial performance and market context of the two companies in a neutral, accessible way. Educational content, not financ...
Why It's Moving
Starbucks Stock Charges Ahead of Q1 Earnings and Investor Day, Eyeing Turnaround Momentum.
- Shares jumped 1.87% to $97.62 in the latest session, marking a 13% monthly rise that beats the retail sector amid constructive Wall Street sentiment.
- Q1 revenue eyed at $9.63-9.64 billion, up over 2% YoY, fueled by US delivery growth, loyalty program upticks, and international expansion via China partnership.
- Earnings expected to dip to $0.58-0.59 per share due to high coffee costs and tariffs, but analysts lean 'Buy' with hopes for sustained transaction pickup.
Warner Bros. Discovery locks in $72B all-cash Netflix deal amid fierce Paramount bidding war.
- Amended deal shifts to all-cash structure, accelerating shareholder vote and sidestepping stock volatility risks while maintaining $27.75 per share valuation plus Discovery Global spin-off value.
- WBD board unanimously backs Netflix pact over Paramount's overtures, dismissing the rival's proxy fight and court setbacks as desperate tactics.
- Regulatory filings underway with DOJ and EU, paving way for closure in 12-18 months after Discovery separation, underscoring commitment to swift execution.
Starbucks Stock Charges Ahead of Q1 Earnings and Investor Day, Eyeing Turnaround Momentum.
- Shares jumped 1.87% to $97.62 in the latest session, marking a 13% monthly rise that beats the retail sector amid constructive Wall Street sentiment.
- Q1 revenue eyed at $9.63-9.64 billion, up over 2% YoY, fueled by US delivery growth, loyalty program upticks, and international expansion via China partnership.
- Earnings expected to dip to $0.58-0.59 per share due to high coffee costs and tariffs, but analysts lean 'Buy' with hopes for sustained transaction pickup.
Warner Bros. Discovery locks in $72B all-cash Netflix deal amid fierce Paramount bidding war.
- Amended deal shifts to all-cash structure, accelerating shareholder vote and sidestepping stock volatility risks while maintaining $27.75 per share valuation plus Discovery Global spin-off value.
- WBD board unanimously backs Netflix pact over Paramount's overtures, dismissing the rival's proxy fight and court setbacks as desperate tactics.
- Regulatory filings underway with DOJ and EU, paving way for closure in 12-18 months after Discovery separation, underscoring commitment to swift execution.
Investment Analysis
Starbucks
SBUX
Pros
- Starbucks is showing early signs of a turnaround with its 'Back to Starbucks' strategy, marking the first positive global comparable store sales growth in seven quarters.
- The company achieved a 5% increase in global revenue in Q4 fiscal 2025, driven by both net new store growth and improving comparable store sales.
- Starbucks operates a vast global footprint with over 40,000 stores across more than 80 countries, supported by a diversified product portfolio and loyalty program expansion.
Considerations
- Adjusted earnings per share declined sharply by 36% in fiscal 2025 despite revenue growth, indicating margin and profitability pressures.
- The company has a negative return on equity exceeding 30%, reflecting challenges in effectively generating profit from shareholders’ investments.
- Starbucks stock has been underperforming year-to-date, with a 12% decline over the last 12 months and a valuation at a significant premium to its fair value.
Pros
- Warner Bros. Discovery recently reported earnings above expectations, showing resilience despite ongoing industry challenges.
- The company benefits from a diversified media portfolio spanning film, television, and streaming services, which supports multiple revenue streams.
- WBD’s scale and content library position it well to capitalise on increasing demand for streaming and digital media globally.
Considerations
- The media sector is highly competitive and subject to rapid consumer preference shifts, which heightens execution risks for WBD's growth initiatives.
- Warner Bros. Discovery faces significant regulatory scrutiny and risk uncertainties, which could impact operational flexibility and costs.
- The company has notable leverage and integration risks from recent mergers, which may affect its short-term financial stability and performance.
Related Market Insights
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Starbucks (SBUX) Next Earnings Date
Starbucks (SBUX) is scheduled to report its next earnings on Wednesday, January 28, 2026, before market open. This release will cover the first quarter of Fiscal 2026, ending December 2025. A conference call is set for 8:00 AM ET following the announcement.
Warner Bros. Discovery (WBD) Next Earnings Date
Warner Bros. Discovery (WBD) next earnings date is estimated for February 26, 2026, covering the Q4 2025 period ending December 2025. This date aligns with the company's historical late-February reporting pattern for year-end results, though not yet officially confirmed. Investors should monitor for updates as the date approaches.
Starbucks (SBUX) Next Earnings Date
Starbucks (SBUX) is scheduled to report its next earnings on Wednesday, January 28, 2026, before market open. This release will cover the first quarter of Fiscal 2026, ending December 2025. A conference call is set for 8:00 AM ET following the announcement.
Warner Bros. Discovery (WBD) Next Earnings Date
Warner Bros. Discovery (WBD) next earnings date is estimated for February 26, 2026, covering the Q4 2025 period ending December 2025. This date aligns with the company's historical late-February reporting pattern for year-end results, though not yet officially confirmed. Investors should monitor for updates as the date approaches.
Which Baskets Do They Appear In?
Political Donors: Team Blue
This collection features influential corporations whose employees and PACs heavily support Democratic campaigns and causes. Our analysts have carefully selected these stocks based on their consistent political giving patterns and potential to benefit from Democratic policy priorities.
Published: June 17, 2025
Explore BasketWhich Baskets Do They Appear In?
Political Donors: Team Blue
This collection features influential corporations whose employees and PACs heavily support Democratic campaigns and causes. Our analysts have carefully selected these stocks based on their consistent political giving patterns and potential to benefit from Democratic policy priorities.
Published: June 17, 2025
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