Starbucks is in that phase where it’s trying to balance maintaining its brand identity with adapting to changing consumer habits. There’s been more focus on efficiency, mobile ordering, and store experience lately, but I don't see much improvement. I... — read more
Too long a wait for payoff
They're putting money into stores, into wages, into all these moves that sound good on paper but I keep wondering when the payoff actually shows up. RBC had me double-checking my math last week. Could see $105 if this turnaround clicks. Could see $75... — read more
Sounds great until you look closer
Stock has been basically soaring. Fundamentals? P/E of 78 while net income dropped 75% from its peak. Cash flow is shrinking, dividend growth has basically stopped, and they haven't bought back shares since 2024. The turnaround story is being priced... — read more
The last couple of weeks haven’t exactly been comforting
The stock keeps sliding, stores are closing, and labor issues feel like they’re turning into a permanent feature, not a temporary hiccup. Management keeps talking about “turnarounds” and “back to basics,” but from the outside it mostly looks like... — read more
Might be time to ditch the stock
It’s getting hard to stay confident. The stock’s barely moving, same-store sales are sliding, and now there’s talk of hundreds of store closures and layoffs. On top of that, baristas might strike soon - just what we need during a “turnaround.” Costs... — read more
Should I be worried?
I’ve held SBUX shares for a while now, and I’m starting to get concerned. The stock hasn’t really gone anywhere lately, and I just saw it downgraded to “Underperform.” Analysts mentioned something about China not doing well and traffic being soft... — read more
This hurts
Starbucks has been having issues for over a year now with unions and boycotts, and now the fear of recession is driving in the final nail. The stock is at $77 currently and it keeps dropping. It's one thing after another with this place. I wish I... — read more
SBUX future...
Wonder how will all these troubles that affected SBUX these past few years affect the future... I'm optimistic so I'll hold.
Execution...
I am really impressed by how much Starbucks has changed over the past few years. The excellent business execution skills of the executive team have been a big part of this change, and I can't say enough good things about them. We all know that... — read more
Good times ahead
I think Starbucks executes well, that's their best attribute. Just my opinion...