Starbucks Corp. (SBUX)
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SBUX Forum Topics
- All Comments on SBUX
- General Discussion on SBUX
- Global Growth Trades - Fast Money Recap (9/3/08) [view article]
- 41 Stocks Returning 10% or More Last Week [view article]
- China and Starbucks' Late Stage Growth Obesity [view article]
- Inflation a Huge Drag as Energy Costs Transform Consumer Behavior [view article]
- Where Starbucks Went Wrong [view article]
- Poll Shows 73% Americans Think Starbucks is Overpriced [view article]
- The Economics of Discounting [view article]
- Starbucks on Sale (Part I) [view article]
- What If...? Market Contingency Plans [view article]
- Starbucks Earnings Will Suffer From Closures Through Mid 2009 [view article]
- A Look at the Beverage Retailers: Bring Back Ginger [view article]
Recent SBUX Articles
- Global Growth Trades - Fast Money Recap (9/3/08)
- Starbucks: No Raise for Schultz?
- Is a Coffee Price Breakout Imminent?
- China and Starbucks' Late Stage Growth Obesity
- Inflation a Huge Drag as Energy Costs Transform Consumer Behavior
- Peltz's Trian Fund Shows Stakes in Hansen, P F Chang's; Says Goodbye to Starbucks
- Where Starbucks Went Wrong
- 41 Stocks Returning 10% or More Last Week
- Poll Shows 73% Americans Think Starbucks is Overpriced
- What If...? Market Contingency Plans
- Full List of Articles »
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Starbucks: All The Coffee In China [view article]
Sounds like Happy hour in the coffee bar !! ReplyTrent
Starbucks' Earnings Reaffirms Solid Long-Term Prospects [view article]
Sure. Because now it's $5.09 nobody will drink it anymore. Overall retail sales are up less than 4% year/year, let alone same store numbers. When Starbucks starts doing worse than average I'll listen to that argument.As far as I can tell, this management team got it where it is and the only thing changing from one month to the next is the share price. Sometimes it's too high, other times it isn't. Reply
Starbucks' Earnings Reaffirms Solid Long-Term Prospects [view article]
You're only down 30% since last November. I know a few top execs at Starbucks. In my opinion, these guys are more arrogant bluster than performance.I think this management team will run the company over the cliff. I've talked to many people who say this last price increase is the last straw. They aren't going to Charbucks anymore. The days of $5 for bad coffee are over.
Enjoy! Reply
Starbucks' Earnings Reaffirms Solid Long-Term Prospects [view article]
We are definitely with you on this call.CrossProfit has been bearish on SBUX since February 2006 when SBUX traded @35.50. What changed our posture is twofold. First, the stock has traded down substantially so from a valuation point we see an immediate 8-10% upside. Second, management has finally realized that the old business model needed a little tweaking. For starters, SBUX may no longer rely upon high priced premium coffee or price increases to enhance margins. MCD competition has driven this message home and SBUX will rely on higher traffic in the future.
See www.crossprofit.com/vi... and www.crossprofit.com/se...;searchby=bysymbol Reply
Surprenant
Next Week's Earnings Preview: The Roller Coaster Descends [view article]
Vic, I think your point is true. The facts that you presented are alarming! I find it hard to understand how the ritual of having corporations reporting earnings is not with new Federal Regulations? Vic your concerns are justified. I give my respect to you. Leo Surprenant ReplyNext Week's Earnings Preview: The Roller Coaster Descends [view article]
protest!!! ReplyNext Week's Earnings Preview: The Roller Coaster Descends [view article]
Vic, I agree with your thoughts in this regard... 100%... how do we campaign for change? fwallace ReplyNext Week's Earnings Preview: The Roller Coaster Descends [view article]
VICVW - what are you smoking? of course the system is rigged? that is the point. when was it not!and it is not just wall street, with crude at $78/bbl and milk at $6/gal it is out right fraud for the FOMC to be stating that there is no inflation
but then, the FOMC members are merely the creation of the wall street culture Reply
Next Week's Earnings Preview: The Roller Coaster Descends [view article]
I, for one, am opposed to the ritual of having corporations reporting earnings on announced dates. The only requirement should be that the reports should be no later than a specific period of time after the quarters. This practice only feeds into speculation in the options markets and encourages manipulation in the stocks. The only requirement should be that companies report after the markets close and they should not allow after market trading or pre-market trading on and after announcement days to allow all interested parties to have a chance to hear the report and digest it's significance so that there is a level playing field. Reports should be made as soon as they are available. Companies should warn of upcoming surpises to reasonalby expected results as early as the approximate magnitue can be determined and again the off market trading should be limited after these announcements until the public can digest the information. Further I don't think it serves the best interest of investors for companies to give guidance beyond what which they can be reasonably certain and that isn't very much. The notion that companies produce smooth quarter to quarter earnings is false and it encourages all kinds of creative accounting to produce these "to the penny figures". All this is a child of Wall St. analyst and the average investor is swindled into trading on this artificial scenario. Vic ReplyWake Up and Smell the Coffee: Starbucks Still Doesn't Get It [view article]
aerius and Mr. Trent just don't get it. SBUX is no longer perceived as having a product that is so much better than their competitors. Yes, SBUX will keep the die-hards, but lose a large number of casual customers. Most people today, don't feel the need to pay that much for a satisfying cup of joe. Econ 101....price-demand curve; they're over the top and heading down! Reply10 Stock Picks For a Kid Investor [view article]
I'd like to add a couple of choices, in the theme of "buy what you know" -- Nintendo (NTDOY) and GameStop (GME). Both of these would fall into the "momentum plays" bucket, but more importantly, both have solid growth, excellent future prospects, and balance sheets that are second to none. I'm making the assumption that the requester is a young man, but a young woman is also in a good position to evaluate whether these companies are "losing their mojo" or not, as time moves on. Also, I would pick and chose from the list, as 8 grand is too little to spread across all the proffered choices. Pick four to six stocks, and stick with them for a while, don't try and trade them -- just ride them upward with their profits. ReplyWake Up and Smell the Coffee: Starbucks Still Doesn't Get It [view article]
I heard, yesterday, from a reporter over CNBC, that a financier has been accumulating SBUX. Still, I find your comments compelling. In any case, I like MCD much better -- the dollar menu is my favorite (being a retiree, every penny counts). Besides, MCD serves "senior-citizen coffee" at 50 cents, or even 25 cents -- some stores serve premium coffee for this amount. And there is no wait. SBUX apparently did not do well yesterday and today (-033 and -053, respectively). Of course, MCD cannot make money on dollar menu, but that is another story. Well done. omooc ReplyWake Up and Smell the Coffee: Starbucks Still Doesn't Get It [view article]
While your article is interesting it contradicts itself. Why should you pay $5 for a coup of coffee when you can get it for cheaper? Why are McDonald premium coffee sales up 20% when they can pay less for the non-premium version? Does the 20% support your comment that "increasingly other folks" are not willing to pay more for coffee?Since the inception of starbucks their strategy has been to provide a premium product with the associated perception (lifestyle/culture). Business 101, you create a competitive advantage through cost or differentiation; they chose the latter. While I agree that raising prices may reduce store traffic, I think it’s a bit more premature to declare that it is the losing strategy. In my opinion their problems is that competitors are branching out into their niche and they are doing a poor job of defending it. Why are people going to McD instead of Starbucks? Maybe the taste isn’t different enough, the brand isn’t powerful enough, the “random crap” that they sell is diluting the image, whatever. If Mercedes or BMW cut their prices today would that increase the number of people buying them? Probably, but it doesn’t mean that they are making more money or that investors are better off. Reply
Trent
Wake Up and Smell the Coffee: Starbucks Still Doesn't Get It [view article]
It is unbelievable how much attention has been paid to a relatively small increase in the price of one product, given how much increase there has been in so many others. The fact that it is receiving this attention is simply testimony to the hold Starbucks has on the collective imagination. ReplyWhy Isn't Wall Street Skeptical About Starbucks' Increased Prices? [view article]
Vahan,I have generally found your stock picking skills pretty good, however I have to say that you are missing the mark here. Though SBUX may be good for shorting for valuation or other reasons, I agree with smorales that the 9c increase isnt going to affect their business at all. In fact vast majority of SBUX customers may not even notice it..
five_whys Reply