Key Highlights

  • Starbucks reported global comparable sales up 7.2% and guided fiscal 2027 non-GAAP EPS to $3.15 to $3.25.
  • Mondelez International reported diluted EPS of $1.02 and Adjusted EPS of $0.78 on net revenues of $9,967 million.
  • Floor & Decor reported Net Income of $64.8 million while comparable store sales fell 1.4%.
  • CarParts.com narrowed its net loss to $4.1 million and reported adjusted EBITDA of $1.0 million.
  • TheRealReal reported Revenue of $206.1 million, up from $173.6 million.

Which Retail, Restaurant and Food Companies Reported Results Around October 29, 2026?

Five consumer companies reported results on October 29 and 30, 2026, spanning coffee, snacks, flooring retail, auto parts and luxury resale. Each company's report covers its own period, so the figures below do not all describe the same kind of quarter.

Starbucks (NASDAQ:SBUX) posted fiscal fourth quarter net revenues of $9.1 billion, with global comparable coffeehouse sales up 7.2%. Mondelez International (NASDAQ:MDLZ) reported net revenues of $9,967 million, up 2.3%. Floor & Decor (NYSE:FND) recorded net sales of $1,214.6 million, up 3.0%. CarParts.com (NASDAQ:PRTS) reported net sales of $129.3 million, up 1.2%, and TheRealReal (NASDAQ:REAL) reported revenue of $206.1 million, up from $173.6 million.

Starbucks: How Can Earnings Climb 54% as Revenue Slips 4%?

Starbucks reported consolidated net revenues down 4% from $9.6 billion, mainly because its China retail Business moved to a licensed joint venture. Non-GAAP EPS was $0.80, up 54%, and GAAP EPS was $0.59, compared with $0.12.

GAAP Operating Margin widened by 790 basis points to 10.8% on lower restructuring costs. North America comparable sales climbed 7.9%, and for fiscal 2026 net revenues reached $37.9 billion with non-GAAP EPS of $2.72. In September 2026 the company closed about 250 company-operated North America coffeehouses. Operating Cash Flow was $4.99 billion, and long-term Debt declined to $11.78 billion from $14.58 billion.

Mondelez International: How Did Operating Income Rise 136.3% on 2.3% Sales Growth?

Operating income was $1,758 million, compared with $744 million, and the company's reconciliation shows $543 million of derivative mark-to-market gains, versus $348 million of losses a year earlier. Adjusted Operating Income rose 18.2% to $1,384 million.

Diluted EPS was $1.02, compared with $0.57, while Adjusted EPS was $0.78, up 6.8%. Latin America net revenues climbed 12.0%, Europe fell 3.3%, and North America segment operating income dropped 18.1% to $448 million. Total debt stood at $21.7 billion, against $21.2 billion at year end. Nine-month net revenues were $29,402 million, up 4.9%, and the company repurchased about 14 million shares for about $874 million.

Floor & Decor: What Lifted Profit 13.2% as Comparable Sales Declined?

Net income was $64.8 million, or $0.61 per diluted share, compared with $0.53. Net sales growth came from 20 new warehouse-format stores, which added $50.2 million of non-comparable sales, while comparable transactions fell 2.9%.

Gross margin was 43.7%, helped by the recognition of IEEPA Tariff refunds as inventory was sold. Adjusted EBITDA was $149.1 million, or 12.3% of net sales, and the company bought 1,764,759 shares for $91.4 million in the quarter. For the thirty-nine weeks, net sales grew 1.8% to $3,617.1 million, and a one-time $56.2 million tariff refund benefit lifted gross margin to 45.4%.

CarParts.com: Does Positive Adjusted EBITDA Mark a Genuine Turn?

Net sales were $129.3 million, but nine-month sales fell 7.1% to $396.9 million as the company cut Advertising aimed at lower-margin customers. Operating Expense dropped 10.2% to $47.0 million, and inventory declined to $76.9 million from $95.2 million.

The net loss was $4.1 million, or $0.53 per share, compared with $10.9 million, or $1.87, while the share count rose to 7.7 million from 5.8 million. Cash was $33.8 million at October 3, 2026, and total debt was $32.4 million, mostly convertible notes due September 10, 2028, with nothing drawn on a new revolver of up to $25.0 million.

TheRealReal: How Is There a $16.0 Million Profit but a $0.04 Diluted Loss Per Share?

Net income was $16.0 million, but $21.2 million of that came from a gain on the Fair Value of a Warrant liability, and diluted net loss per share was $0.04, against basic net income per share of $0.13. Income from operations was $1.5 million. On a calculated basis, revenue rose about 18.7% and gross merchandise value about 23.4%, and cash was $130.4 million at September 30, 2026.

Orders increased 15% to 1.02 million, and active buyers reached 1.152 million. Gross merchandise value was $641.5 million, and adjusted EBITDA was $17.0 million, compared with $9.3 million. On October 19, 2026, the company borrowed a $150.0 million term Loan and, together with cash, used it to redeem its 2029 Notes.

How Do the Five Companies Compare on Margin?

On a calculated basis, Mondelez International's reported operating margin was about 17.6% ($1,758 million over $9,967 million), versus about 13.9% on an adjusted operating income basis, so derivative gains lifted the reported figure by roughly 3.8 percentage points.

Dividing net income by net sales gives a calculated margin of about 5.3% for Floor & Decor. CarParts.com's calculated net margin was about negative 3.2%, and TheRealReal's calculated operating margin was about 0.7% ($1.5 million over $206.1 million). Starbucks reported a GAAP operating margin of 10.8% and a non-GAAP margin of 14.0%.

What to Watch Next: Dividends, Guidance and Refinancing

Starbucks declared a $0.63 Dividend payable on November 27, 2026 to holders of record on November 13, 2026, and its fiscal 2027 will be a 53-week year. It guided non-GAAP EPS to $3.15 to $3.25 and consolidated net revenues down about 1%, including roughly $700 million from the extra week.

Mondelez International paid a $0.52 dividend on October 14, 2026, and has roughly $5.8 billion left under a $9.0 billion repurchase program that runs through December 31, 2027. Management expects cocoa prices to remain elevated against historical levels, and said price elasticity has hurt demand, particularly in Europe, while tariffs and geopolitical disruption remain ongoing risks.

Floor & Decor plans to open 20 warehouse-format stores in fiscal 2026, with Capital spending of roughly $135 million to $150 million, and $242.9 million of repurchase authorization is still available. Its new term loan falls due June 24, 2033. TheRealReal's new Credit facilities mature October 19, 2033, unless $25.0 million or more of 2031 notes remain outstanding.