Sonia Mirza

Can Starbucks Maintain Its Growth? International Plans Just Beginning

oh snap. disregard the above. posted in error.

Can Starbucks Maintain Its Growth? International Plans Just Beginning

mais tu rigoles? t'as pas vu Shrek avec les 2 magasins starbux l'un en face de l'autre?

Shareholder Freebies: A Thing of the Past?

between page 12 and 13 of the annual report. The company probably places it there to see how many people actually read the report.
Hahah...

good idea...although I'm still waiting for my free coffee! Do you actually have to show up in person to the meetings to get anything? That's more than the MCD salad would cost - innit?

And then there's no substitute for instant gratification...

Cheers!

Can Starbucks Remain a Success Story?

while Starbucks is a perfectly decent coffee shop, it has never been reminiscent of the italian shops he claims were the inspiration--->

THANK YOU. Anyone who has had (real) coffee in Italy, knows Starbux neither tastes nor smells like what an italian would recognize as coffee. Recall an article in the WSj where an italian "fixed" a self-proclaimed caffe' connoisseur's coffee machine, and the thing tasted better...circa 2001-2 is the article date.

re: “There is room for many coffeehouses in the marketplace that can meet different customers’ needs,” said a spokeswoman, Valerie O’Neil. I'll say now what I said then: that was a stupid thing to say. As a shareholder, do I want to hear this? "--->

consider the source. It's coming from a spokesperson = PR department. "This is our PC statement to be made to the broad public". I would read this as "we will be addressing those same needs...watch us".

and with the recent venture into music/paul mcartney...(yeah...wha... does this have to do with the initial vision, and coffee is to music what fish is to land) they're trying to add to their product portfolio, while making the customer feel as though theyre getting some sort of charming experience, if they care to sit.

Starbucks Coffee Struck by Name Play

no worries. I just had to let it out, since it was a hilarious typo - if you had seen the woman ;)

Starbucks Coffee Struck by Name Play

1. can anyone say plagiarism, and yay for the lack of originality? [what should we call the indian hollywood...how about Bollywood?!]...

2. if Shahnaz puts her pic on the storefront, NOONE will enter. For those who have been fortunate enough not to have seen her on TV, she owns a "successful" beauty line which claims to keep her looking so wonderful. I almost screamed when I saw her on TV (yes it was scary). For someone with such a "good" line of natural beauty products, why can't she afford a haircut? or is she the female trump?

PS: Shahnaz is not an indian "businessMAN". Although, you might have seen her on TV and mistaken her for one!

Goldman: Conditions Right for 45% Starbucks Upside

A catalyst for the "average" investor. Stupid is a bit harsh isn't it? No need to be rude. Or then investor sentiment is being hugely disregarded. You might not consider the impact of an IB's rating, but the average investor does. Heck I look at it just out of curiosity, doesn't mean I will buy when GS says it's a Buy. This type of incident should, under normal circumstances, cause a reaction. If it isn't that hard to price a 20bill+ co, then why are there sellers and buyers alike? one of them has to have mis-priced the PVGO...

Not everyone has DCF at their disposal, and even those who do might not accurately predict and therefore price the security. I believe I mentioned in my last comment that the time frame for this upside to manifest is questionable...and the reaction in price after their move into Teas was negligible. Correct me if I;m wrong but his would be a business move, not a GS opinion, correct? The lack of price movement was likely due to the news being overshadowed by other economic issues that took precedence at that time.

As for the taste - I have to agree - but it never was about the taste of their coffee but the "sbux experience"...check a few of their 10K's and/or AR's from 2002-2005.

Goldman: Conditions Right for 45% Starbucks Upside

Funny thing - I was waiting for this. Had been emailing the CNBC fast money crew for about 2 weeks now with no answers. Figured my view wasn't important, relatively. Even sent an sms to Fast Money tonight 3/16/07 and they didn't air my comment but rather Kyle from CA's about the upside potential of SBUX.

Anyway, coupled with the GS nod, SBUX has been expanding not just geographically (Asia/mideast/Brasil) but also within the product space (into Teas via China for example - there was a whole article in the WSJ about this a few months ago). The GS move might be the catalyst needed to awaken wary investors/analysts... Agree with you on the boost manifesting, although the time frame remains questionable...