There is a "catalyst" that will definitely move the needle when considering sbux...the imminent announcement of their new single-serve Verismo home brewer that will make lattes, cappuccinos, espressos, etc...with both coffee and milk pods that are proprietary.
I know our family is sooo looking forward to purchasing this machine, and to it working so well that we will purchase several more for this coming Christmas presents!
Roger Troy Wilson
Disclosure: I am long SBUX.