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 Earnings 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 single article carries its own period, so the figures below are not all for the same kind of quarter.

Starbucks (NASDAQ:SBUX) reported 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) reported 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: Can earnings grow 54% while revenue slips 4%?

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

GAAP Operating Margin expanded 790 basis points to 10.8% on lower restructuring costs. North America comparable sales rose 7.9%, and for fiscal 2026 net revenues were $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 fell to $11.78 billion from $14.58 billion.

Mondelez International: Why did Operating Income rise 136.3% on 2.3% sales growth?

Operating income was $1,758 million against $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 versus $0.57, while Adjusted EPS was $0.78, up 6.8%. Latin America net revenues rose 12.0%, Europe fell 3.3%, and North America segment operating income fell 18.1% to $448 million. Total debt was $21.7 billion against $21.2 billion at year end. Net revenues for nine months were $29,402 million, up 4.9%, and the company repurchased about 14 million shares for about $874 million.

Floor & Decor: How did profit rise 13.2% while comparable sales fell?

Net income was $64.8 million, or $0.61 per diluted share, against $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 recognition of IEEPA Tariff refunds as inventory 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: Is adjusted EBITDA above zero a real turn?

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

The net loss was $4.1 million, or $0.53 per share, against $10.9 million, or $1.87, with the share count up 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 no balance drawn on a new revolver of up to $25.0 million.

TheRealReal: Why a $16.0 million profit but a $0.04 diluted loss per share?

Net income was $16.0 million, but $21.2 million came from a gain on the Fair Value of 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. Revenue rose about 18.7% and gross merchandise value about 23.4% on a calculated basis, and cash was $130.4 million at September 30, 2026.

Orders rose 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 versus $9.3 million. On October 19, 2026, the company borrowed a $150.0 million term Loan and used it with cash 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), compared with about 13.9% on an adjusted operating income basis, so derivative gains widened the reported figure by roughly 3.8 percentage points.

Net income divided 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, Outlook 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 is 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 remaining under a $9.0 billion repurchase program running through December 31, 2027. Management expects cocoa prices to stay 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 remains. Its new term loan is due June 24, 2033. TheRealReal's new Credit facilities mature October 19, 2033, unless 2031 notes of $25.0 million or more remain outstanding.