Starbucks reported that delivery grew more than 30% year to date across its US company-operated business, contributing to both ticket and transaction growth in the fiscal second quarter. US comparable sales rose 7.1%, led by transaction growth of more than 4%, with transactions up across all dayparts and mornings roughly back to fiscal 2022 levels. The company stated that delivery has proven to be a largely incremental revenue stream, and it is working to maintain service times on target as it scales the channel alongside cafés, drive-thrus and mobile pickup. Dutch Bros saw order ahead reach about 15% of transactions and Dutch Rewards account for 74% of transactions in the first quarter of 2026, while McDonald's posted a 3.9% rise in US comparable sales supported by value platforms and beverage innovation. Starbucks shares have gained 10.4% in the past year, and the Zacks Consensus Estimate for fiscal 2026 earnings per share implies a 12.7% year-over-year increase.
Starbucks CorporationStarbucks reports delivery growth over 30% and US comparable sales up 7.1%, driven by transaction growth.
Dutch Bros IncMentioned as context for order-ahead and loyalty metrics, but no direct impact from Starbucks' delivery growth.
McDonald’s Corporation