SBUX
Restaurants · Consumer Cyclical
Analyst
Wells Fargo
Equibles does not estimate personal net worth.
Zach Fadum is recorded as Analyst at Wells Fargo. Zach Fadum has spoken on 10 earnings calls across 7 companies, most recently for Starbucks Corp on July 29, 2026. Those appearances were for Starbucks Corp (SBUX), Dominos Pizza Inc (DPZ), Floor & Decor Holdings, Inc. (FND), Autozone Inc (AZO), Lowes Companies Inc (LOW) and 2 other companies. The companies whose calls Zach Fadum spoke on are classified in the Consumer Cyclical sector.
“So first, a housekeeping question on the impact of coffeehouse initiatives like extended hours, closed stores, and delivery, and how these factored into the Q3 comp relative to your brand initiatives.”
“So first, could you talk about the performance of the 3540 new mega hubs today and how this cohort of mega hubs compares to historical openings in terms of per store sales, returns, comp lift for nearby stores, et cetera?”
“I think what a lot of people are getting at in terms of the outlook is there is an implied acceleration in Q2 and the second half on both a one and a two-year basis.”
“Could we start with the cadence of traffic through the quarter? And then as you think about market share. Could you talk about to what extent you maintained or widened your spread versus the industry as we move through Q1 and into April?”
Wells Fargo
Analyst
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SBUX
Restaurants · Consumer Cyclical
Home Improvement Retail · Consumer Cyclical
AZO
Auto Parts · Consumer Cyclical
Home Improvement Retail · Consumer Cyclical