Jonathan Maze

Starbucks has a "clear line of sight" on the addition of 5,000 new locations in the U.S., but Brian Niccol believes there will be "more upside" to that number down the road. But that's lower than the company had said before. $SBUX

About half of Starbucks 5.2% growth in average check is due to higher prices, the other is coming from customers ordering more items or more expensive items. Company also getting a 200bp sales transfer benefit from closures. $SBUX

Starbucks expecting 100 net new locations this coming fiscal year, which is unusually low for the brand. The company closed some shops and reconfigured the pipeline. $SBUX

Brian Niccol saying that the company is "probably a year ahead of schedule." Starbucks is projecting 4% same-store sales growth this year. "The business is on really strong footing." $SBUX

Starbucks stock down 2% after market. $SBUX

Starbucks closed 247 company-operated shops last quarter. $SBUX

Transaction growth at Starbucks accelerated last quarter on a two-year basis (but moderated on a one-year basis). $SBUX

Starbucks is rebuilding its development pipeline and as such expects fewer company shop oopenings in the coming fiscal year. The company also expects to complete more than 2,000 remodels this year. $SBUX

Starbucks planning to test background AI models in the drive-thru to help baristas input orders more accurately and efficiently "as they interact with customers." The intent is to help baristas connect with customers and improve speed. $SBUX

Starbucks planning to integrate delivery into the company's app next quarter. $SBUX

Starbucks Pink and Peanut product launches contributed to growth in average ticket, enough that the company is planning more merchandise collections along with beverages and food. $SBUX

Starbucks planning major technology moderation in the coming fiscal year, including new staffing, scheduling, and point-of-sale systems to simplify tasks and improve speed. $SBUX

Starbucks planning to test new espresso machines and is "exploring next-generation drive-thru concepts to improve speed and connection." $SBUX

Starbucks has now remodeled more than 1700 locations across North America. You can look inside one such remodel here: restaurantbusinessonline.com…

Starbucks has 36 million loyalty members. The company is also getting sales growth from customers across income levels and generations. $SBUX

Starbucks generated record sales with its Unicorn Frappuccino weekend and its fall menu launch. $SBUX. .

Brian Niccol said 90% Starbucks locations are getting daily deliveries of product, which reduces product shortages. $SBUX

More than 80% of Starbucks North America coffeehouses generated positive same-store sales last quarter, up from 50% a year ago. $SBUX

Starbucks apparently killing it inm Canada, where same-store sales are up in the double digits. $SBUX

Starbucks U.S. same-store sales up 7.7%. Average ticket up 5.2%. Transaction count up 2.4%. That is the fourth straight quarter of domestic growth. Worldwide, comps up 7.2%. That's the fifth straight positive quarter. $SBUX