Here’s Why Starbucks (SBUX) Retreated in Q2
RiverPark Advisors, an investment advisory firm and sponsor of the RiverPark family of mutual funds, released its “RiverPark Large Growth Fund” Q2 2025 investor letter. A copy of the letter can be downloaded here. U.S. equity markets surged in the second quarter, with the S&P 500 Total Return Index rising 10.94% and the Russell 1000 Growth Index returning 17.84%. The fund also surged in the quarter and returned 15.01%. Continued enthusiasm for artificial intelligence, better-than-expected earnings in several large-cap growth sectors, and improving macroeconomic conditions lifted the markets in the quarter. Growth-focused stocks took the lead once more, with the strongest performance coming from sectors like technology, communication services, and certain areas of consumer discretionary. In addition, please check the fund’s top five holdings to know its best picks in 2025.
In its second-quarter 2025 investor letter, RiverPark Large Growth Fund highlighted stocks such as Starbucks Corporation (NASDAQ:SBUX). Based in Seattle, Washington, Starbucks Corporation (NASDAQ:SBUX) engages in the roasting, marketing, and retail of coffee globally. The one-month return of Starbucks Corporation (NASDAQ:SBUX) was -5.44%, and its shares gained 19.12% of their value over the last 52 weeks. On August 4, 2025, Starbucks Corporation (NASDAQ:SBUX) stock closed at $89.78 per share, with a market capitalization of $102.053 billion.
RiverPark Large Growth Fund stated the following regarding Starbucks Corporation (NASDAQ:SBUX) in its second quarter 2025 investor letter:
"Starbucks Corporation (NASDAQ:SBUX): SBUX shares declined during Q2 following disappointing earnings in late April. Global same-store sales declined 4%, driven by a 6% drop in North America and flat results in international markets. Traffic trends turned negative, and operating margins compressed to 11.6%, down from 18% a year earlier. Management cited macro headwinds, competitive pressure, and weaker-than-expected loyalty engagement.
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