Starbucks and Coca-Cola show scale still wins as tech stocks burn

Earnings

โดย Yahoo Finance·Read original

Summary · why it matters

This week’s tech selloff underscored a classic investing lesson: the market still rewards large, scaled companies that find a new gear. Meta shares tumbled after CFO Susan Li declined to provide a 2027 capex outlook, fueling fears of runaway AI spending. In contrast, Starbucks posted a 7.9% jump in global comparable-store sales, its fourth straight quarter of growth under CEO Brian Niccol, with adjusted earnings of $0.85 per share beating estimates by $0.19 and operating margin expanding to 14.4%. Coca-Cola delivered a 7% net sales increase to $13.4 billion and an 11% rise in comparable earnings per share to $0.97, driven by a 5% volume gain for its trademark brand and a 16% surge in Coca-Cola Zero Sugar. Both consumer giants raised guidance or signaled durable momentum, reminding investors to look beyond the AI trade.