Starbucks shows first U.S. transaction growth in 8 quarters; Dutch Bros posts record revenue and strong expansion.

Starbucks reported its first positive U.S. comparable transaction growth in eight quarters, with global revenue beating estimates at $9.92 billion, signaling progress in its turnaround strategy despite margin pressures and restructuring costs. Dutch Bros delivered a record-breaking quarter with 29.4% revenue growth to $443.61 million and strong transaction growth, driven by loyalty programs and expansion efforts. Starbucks appeals to income investors with dividends and a slow recovery, while Dutch Bros targets growth investors with rapid store expansion and margin improvement. Key challenges remain for Starbucks in margin recovery and for Dutch Bros in scaling without losing momentum.