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What kind of company is Starbucks? What is its core competitive advantage?
+10📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $Starbucks(SBUX.US) Starbucks Cuts UK, Hong Kong Office Jobs in Restructuring Effort - Bloomberg
📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $Starbucks(SBUX.US) Starbucks to tie tech workers' bonuses to AI usage - Bloomberg
📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $Starbucks(SBUX.US) Starbucks retires AI program intended to fix product shortages - Reuters
$Coca Cola(KO.US) is forming a weekly base. I wonder why Coca-Cola out of all the names with this look. Do they drink Coke at Data centers? If $Caterpillar(CAT.US) is a DC play, then $Coca Cola(KO.US) and $Starbucks(SBUX.US) should be as well.
PT1: 90
📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $Starbucks(SBUX.US) Starbucks plans more overseas job cuts after slashing 300 U.S. roles
Luckin Coffee announces first buyback
+7$Starbucks(SBUX.US) breakout on ER. None here
Source: Sunrise Trader
$Starbucks(SBUX.US) In coffee we trust
EPS: $0.50 vs $0.43 estREV: $9.532B vs $9.157B est🟩 +5.88%
Have a cup of coffee☕️
Not doing ads for Luckin Coffee today😂
It's worth having a drink today☕️
Xiaomi vs Tesla $Tesla(TSLA.US) a phone company challenging Tesla? We’ve officially entered the “everything is tech” era. Next up: Starbucks EV with built-in espresso.
$Starbucks(SBUX.US) (-2.0%, no position) still seems more hype than substance. Many bulls are discounting a quick turnaround by CEO Brian Niccol (former CEO of $Chipotle Mexican Grill(CMG.US), where he worked miracles). 3Q SSS was a disappointing -2.0% vs -1.5% expected. North America SSS were -2.0% vs -2.5% expected. Adj EPS was $.50 vs $.64 expected. China was the bright spot with SSS +2.0% vs +1.4% expected. Rev of $9,436M was ahead of $9,293M est.
Niccol claims the company’s turnaround efforts are “ahead of schedule” and he vowed to unleash a wave of innovation in 2026, including protein infused cold foam added to drinks.At 32x FY’26 ests of $2.82 SBUX seems rich to us unless SSS comps turn positive. SBUX shares reached $97 pre-mkt on hopes that the Niccol turnaround is happening. We’re not so sure.Starbucks ( $Starbucks(SBUX.US)) is weighing a stake sale in its China unit as investors push for control. It prefers to keep a minority share but may sell more if the price is right per WSJ.
Source: StockMarket.News
In the past couple of years, amidst an overall sluggish consumption environment, a tea beverage brand that emerged from a small town in Henan has been rapidly expanding against the trend at an average rate of nearly 10,000 new stores per year. As of the disclosure of its prospectus, this tea beverage brand has surpassed 45,000 stores, officially overtaking Starbucks to become the chain beverage brand with the most stores globally. It also created the highest financing subscription amount in the history of the Hong Kong stock market before its IPO. After going public, it surged by 50% in just one week, receiving high recognition from the market. This brand is Mixue (hereinafter referred to as Mixue).
When mentioning Mixue, people's first impression may only be "cheap, many stores, and the brainwashing hit song 'You love me, I love you, Mixue Bingcheng Tianmi Mi'." However, after the prospectus was disclosed, the business empire behind Mixue was revealed.What unique charm does Mixue have compared to other tea beverage brands that have gone public in the past two years, such as Gu Ming, Cha Bai Dao, and the soon-to-be-listed Hu Shang A Yi?How can Mixue achieve a net profit margin of over 15%, comparable to Coca-Cola's, with a gross profit margin of only 30%, which is far lower than Coca-Cola's 60%?Dolphin Research is very interested in such an extremely efficient social service company. This article will explore the business secrets of Mixue
+14