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CLAIM #53236 · Starbucks Corporation (SBUX) · 2025Q3 earnings call · Jul 29, 2025 · due Sep 27, 2026

Once all elements of Green Apron Service are fully implemented together and customers come to appreciate the improved experience, we believe these trends will continue to improve.

Brian Niccol · CEO

PENDING
graded after results covering Sep 27, 2026 are reported

How to check this claim

Look at: North America comparable transactions growth (peak-hour and all-day), as reported quarterly

It came true if: All-day transaction comps growth rate higher than the rate reported for the quarter ended June 2025 (i.e., continued sequential improvement)

Where: Starbucks quarterly earnings release / 10-Q, North America segment comparable sales metrics

In context

our access points. We've accelerated the rollout of Green Apron Service well ahead of schedule because of the strong early results from our pilots. Just 8 weeks into our 1,500-store test, partner feedback has been tremendous. Coffeehouses using Green Apron Service have driven improvements in transactions, sales and customer service times. Peak transaction comps have already started to grow and all-day transaction comps are outperforming the broader North American portfolio. Where we've deployed SmartQ, we've seen a double- digit improvement in cafe orders handed off in under 4 minutes with 80% of in-cafe orders now meeting that target. Drive-thru service times are consistently under 4 minutes and Mobile Order and Pay is more accurate and on time. SmartQ is bringing order to mobile order. Once all elements of Green Apron Service are fully implemented together and customers come to appreciate the improved experience, we believe these trends will continue to improve. To ensure they do, we're launching a new [ grow report ] in Q1 fiscal year 2026. It's a simple tool that helps coffeehouse leaders focus on 5 key drivers of same-store sales growth, and it will provide sharper insights to improve our outlier performance and incentivize retail leaders. The [ grow report ] and our coffeehouse walks are emblematic of a fundamental shift in our expectations for retail leaders, who will be spending more time in stores focused on operational excellence and customer service. Lastly, we still have an opportunity to meet the demand we already have by reducing unacceptably high out of stocks. The supply chain team is focused on it, and in our pilots, we've been able to improve item availability. Now I want to talk about the changes we're driving to our coffeehouse

Verify independently

SEC filings for SBUX · Claim quote is verbatim from the 2025Q3 earnings call.