SBUX Ticker Curator

Starbucks innovates menu for brand reinvigoration:

• Health-conscious beverages like protein cold foam
• Customizable, premium options and new flavors
• Targets same-store growth potential via premium brews

Key enhancements for customer experience:

• New lounge seating nods to iconic purple chairs, rolling out nationwide
• Updated mugs (wider mouth,...

Key signals of investor confidence:

• 8% pre-market pop after 5.08% EPS miss ($0.56 vs. $0.59 whisper)
• +4.5% gain since earnings, outperforming S&P 500
• Expectation gap in stressed sector underscores sustained strength

Tariff shock hits SBUX: 15% global tariff sparks 3.4% share drop, reversing short-term gains (90-day +12.59%, YTD +16.80%) amid 1-yr -12.97% TSR.

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Short-term outperformance, long-term lag defines SBUX vs. XLY:

• 3mo/YTD wins: +13.1% and +16.5%, beating XLY dip and -2%
• 52w underperformance:...

Key post-strike changes at Dempster location:

• Reopened Jan. 20 after Nov. 13 nationwide strike by 65+ union stores over pay, staffing
• Limited...

• Intech surges SBUX stake by 76% to 120,912 shares ($10.2M)
• TD Asset cuts holdings by 23.6% to 858,719 shares ($72.6M)
• Institutions hold 72.29% of stock amid divergent Q3 moves
• Moderate Buy at $104.31 target vs. $98.05 open signals valuation debate

China Sales Rebound

• 🔥 7% Growth Post-Boyu Deal: Starbucks sales in China grew 7% in the most recently reported quarter, up from 2% in the...

Key pressures on SBUX: Sharp 18% hike in bagged coffee like Maple Pecan to $17.13, industry-wide inflation from bean shortages doubling prices (Mar...

Starbucks stakes its claim as the one-stop shop for matcha in the US, with new sales data showing its rise to matcha’s biggest global ambassador 20 years after menu debut.

Key sales impact from China strategy:

• 7% growth in latest quarter (vs 2% prior), boosting global comp sales to 4%.
• Boyu partnership enables local...

New 15% global tariffs might change the case for investing in Starbucks, which projects $45.5B revenue and $4.6B earnings by 2028 via 7.5% yearly growth and ~$2.0B [something].

Bearish yield strategy for SBUX at $97.93 (13% off 52W high): Sell Feb 2027 $70 put for $291 premium per contract.

• 4.2% annualized yield on $7,000...

Governance crisis brewing: Long-term investors, including NYC and NYS Comptrollers, urge NO votes on directors Jørgen Vig Knudstorp and Beth Ford at...

Yield & Annual Payout: 2.53% on $2.48 per share.

• Next Quarterly: $0.62 payable Feb 27 (ex-date Feb 13).
• Growth Track Record: 15 years of increases, 8.27% 5-year avg.
• Sustainability Note: 204.96% earnings payout, but 66.17% of cash flow.

Strategic Initiatives

• 🔥 Loyalty Program Revamp: Starbucks revamped its loyalty program with a three-tier structure aiming to boost sales by one...

RTD expansion taps health trends that "took over" stores last fall:

• Coffee & Protein: 22g protein, 5g fiber, 2g sugar in Caffè/Mocha flavors...

SBUX bullish signals stack up strongly:

• Short interest as % of float down 4.4% since last report
• Stock outperforms competitors on strong Feb 25...

Key metrics for investment assessment:

• Valuation: $97.08/share, $111.56B market cap, P/E 80.40
• Cash Flow: $2.56 OCF per $1 earnings ($4.7B OCF vs $1.9B net income)
• Dividend: 2.5-2.55% yield; needs payout growth for 'good' status

Key challenges for SBUX investors:

• Recent stock decline tied to new tariffs
• Ongoing uncertainties in recovery efforts
• Broader navigation of market pressures