$XL2CSOPHYNIX(07709.HK) There's a high probability we can take a small bite. Yeah, it's meat too. Can save up to buy a new phone now 😄 Life is slowly getting better.
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LKNCY: Past the delivery hangover, is the 'Little Blue Cup' now riding tailwinds?
Luckin Coffee offset the high base from last year's Q2 delivery subsidies through store openings and user growth.
More importantly, delivery costs declined YoY for the first time since the delivery wars.Overall results were clearly ahead of market expectations.+9
LuckinFinancial Analysis - D
The oil price situation is erratic. One day it is up and the next it is down. This is why risk management is essential.
☕️ [Task Coins Giveaway] Daily Market Talk — Microsoft Rips 8%, Meta Cracks 10%Microsoft and Meta reported minutes apart last night and the market split them right down the middle: MSFT ripped about 8% after hours as Azure grew 43%, while Meta's free cash flow collapsed to $784 ...
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What a week it has been. This is what sentiment is. At the top, everyone wants to buy. Down here, no one wants to buy. But prices are much cheaper here. Thats how trends are also. Not many has the courage to do things using their own thought process.
☕️ [Task Coins Giveaway] Daily Market Talk — Microsoft Rips 8%, Meta Cracks 10%Microsoft and Meta reported minutes apart last night and the market split them right down the middle: MSFT ripped about 8% after hours as Azure grew 43%, while Meta's free cash flow collapsed to $784 ...
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Standard Chartered Bank Hongkong stocks profit rose. Though AI trading becomes the trend, I wonder on the businesses purposes.
Korea stocks fall is a concern.
I wonder on the jobless percentage on Thursday report.
Today is 30 July and why is there a report for 31 July on the employment cost?
However, the oil price increases.
☕️ [Task Coins Giveaway] Daily Market Talk — Microsoft Rips 8%, Meta Cracks 10%Microsoft and Meta reported minutes apart last night and the market split them right down the middle: MSFT ripped about 8% after hours as Azure grew 43%, while Meta's free cash flow collapsed to $784 ...
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Markets are entering a high-volatility window with economic data, earnings, and geopolitical headlines all colliding. I’m keeping more cash on hand and waiting for higher-conviction setups instead of reacting to every headline.
☕️ [Task Coins Giveaway] Daily Market Talk — Microsoft Rips 8%, Meta Cracks 10%Microsoft and Meta reported minutes apart last night and the market split them right down the middle: MSFT ripped about 8% after hours as Azure grew 43%, while Meta's free cash flow collapsed to $784 ...
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REITs and bank stock investors should also take note with recent Fed rate decision and his tone.
Chairman Kevin Warsh struck a clearly hawkish tone after the meeting:
He repeatedly said that the inflation is "still too high" and he will not accept inflation staying above 2%
He also pushed back firmly against market hopes for rate cuts and ruled out any plan to raise or soften the inflation target
Barclays has called the current outcome a "hawkish pause" and this will likely make markets price in a higher chance of rate hikes ahead.
Hence bad for REITs and good for bank stocks.
☕️ [Task Coins Giveaway] Daily Market Talk — Microsoft Rips 8%, Meta Cracks 10%Microsoft and Meta reported minutes apart last night and the market split them right down the middle: MSFT ripped about 8% after hours as Azure grew 43%, while Meta's free cash flow collapsed to $784 ...
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SBUX: Past the Darkest Hour, Reborn?
This print marks the first time revenue momentum has truly flowed through to the bottom line. Same-store sales, margins, and EPS all beat, and full-year guidance was raised.
+15
SBUXFinancial Analysis - C
☕️ [Task Coins Giveaway] Daily Market Talk — Microsoft Rips 8%, Meta Cracks 10%
Microsoft and Meta reported minutes apart last night and the market split them right down the middle: MSFT ripped about 8% after hours as Azure grew 43%, while Meta's free cash flow collapsed to $784 ...
NVDA 7% eraning move,how to trade? - D
SBUX (Trans): Raises margin guidance
Below is Dolphin Research's compiled earnings call Trans for $Starbucks(SBUX.US) FY26Q3. Core info recap — Results: Q3 consolidated net revenue came in at $9.3bn (-1% YoY), with the decline mainly driven by China retail moving this quarter to a new JV-licensed structure.
Global comps rose 7.9% YoY, with sequential improvement. Transactions were up over 4%, marking the fourth straight quarter of positive global comps. Consolidated OPM was 14.4% (+430bps YoY)...SBUXConference Minutes - D
SBUX 3Q26 First Take: In the fourth quarter of its transformation, the company finally translated top-line momentum into earnings power. Comps, margins, and EPS all beat, and full-year guidance was raised.
1) Overall: reported revenue edged down, but underlying ops accelerated. In 3Q26, SBUX posted revenue of $9.32bn (-1.4% YoY; cons. $9.12bn), with the decline entirely from China deconsolidation as revenue recognition shifted from company-operated to royalties and product sales only.
Excluding this reporting change, operations clearly accelerated: global comps jumped 7.9%, well above the 5.4%–5.7% range, with traffic +4.2% and ticket +3.5%.
Non-GAAP EPS was $0.85, up 70% YoY.2) North America: ticket took the baton from traffic. North America revenue reached $7.40bn (+7% YoY), lifting mix to 79% of total.
Comps rose 8.1%, with traffic +4.4% (roughly flat), while the real acceleration came from ticket, up from +2.6% to +3.5%, driven by delivery, food attach, and beverage mix upgrades; list pricing contributed little.Operational tailwinds from store relocations and longer hours appear to have plateaued.
The store base continued to contract, ending at 18,371 with net closures of 14.3) Intl: revenue halved but comps beat. Intl revenue was $1.32bn (-34% YoY), fully due to China deconsolidation (company-operated -50%, licensed +21%).
Comps rose 5.7% (vs. 4.1% est.), mainly because China’s lower-price market, which had dragged ticket, was excluded from the comps base.4) Profitability continued to repair: on one hand, Smart Queue and new equipment reduced order backlogs and improved peak throughput. On the other, China formally shifted to an asset-light JV model, taking the G&A ratio down from 7.2% to 6.4%.
Non-GAAP OPM reached 14.4%, up 430bps YoY (vs. 12% est.).Guidance: 4Q US comps set at 6.5%+. Full-year US comps 'slightly above 6.0%' and global 'near 6.0%' (prior: 5%+).
The company also introduced a Non-GAAP OPM target 'above 11.0%'. For more details, stay tuned for Dolphin Research’s detailed take and call Trans. $Starbucks(SBUX.US) - F
Top movers: $Lam Research(LRCX.US) $Starbucks(SBUX.US) $Fortinet(FTNT.US)
Top Losers: $Meta Platforms(META.US) $Qualcomm(QCOM.US) $Carvana(CVNA.US) - D
SBUX: 'A bank in coffee' — How has it dominated globally for 40 years?
What kind of company is Starbucks? What is its core competitive advantage?
+10
SBUXDeep Research - H
📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $Starbucks(SBUX.US) Starbucks Cuts UK, Hong Kong Office Jobs in Restructuring Effort - Bloomberg
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📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $Starbucks(SBUX.US) Starbucks to tie tech workers' bonuses to AI usage - Bloomberg
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📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $Starbucks(SBUX.US) Starbucks retires AI program intended to fix product shortages - Reuters
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$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 - H
📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $Starbucks(SBUX.US) Starbucks plans more overseas job cuts after slashing 300 U.S. roles
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LKNCY: Sales Up, Profits Lag — When Will the 'Little Blue Cup' Shake Off the 'Delivery Hangover'?
Luckin Coffee announces first buyback
+7
LuckinFinancial Analysis - S
$Starbucks(SBUX.US) breakout on ER. None here
Source: Sunrise Trader