Starbucks' delivery business achieved $1 billion in annual sales in fiscal 2025, which ended on September 30, driven by a nearly 30% year-over-year increase in Q4 delivery sales. This growth is a crucial component of the company's U.S. turnaround, helping to stabilize flat same-store sales, with delivery orders nearly doubling the average in-store transaction value and over 40% including food. Despite being a late entrant to the delivery market, Starbucks has significantly expanded its reach through partnerships, leveraging resilient food delivery demand amidst a broader slowdown in restaurant spending.
Starbucks' delivery business has achieved a significant milestone, reaching $1 billion in annual sales for fiscal 2025, underpinned by a robust nearly 30% year-over-year growth in Q4 delivery sales. This performance is a critical factor in the company's U.S. business turnaround, contributing to the stabilization of U.S. same-store sales which were flat in Q4, reversing a seven-quarter decline. The strategic importance of delivery is further highlighted by its operational metrics; typical delivery orders are nearly double the size of in-store transactions, with over 40% including food items, suggesting higher average revenue per order. Despite being a relatively late entrant, Starbucks has rapidly expanded its delivery footprint through key partnerships with Uber Eats, DoorDash, and Grubhub, now covering most company-operated U.S. cafes. This growth occurs within a resilient food delivery market, which has defied a broader slowdown in restaurant spending, partly due to third-party app promotions. While U.S. consumers have historically favored drive-thru and mobile order options, the substantial average order value in delivery indicates a distinct, valuable customer segment for Starbucks.
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