At the current stock price of $92, Starbucks ( SBUX ) is trading at a GAAP P/E (TTM) multiple of 76.6x and a forward non-GAAP P/E ratio of 40.2x. We think these multiples assume a full recovery of marginsI’m a full-time investor with 10+ years of experience in public markets and an MBA background. In addition, I lead Meridian, a boutique research and corporate finance firm. We specialize in helping SMBs structure deals within the Argentine market while providing tailored equity research and valuation analys ...

The coffee giant signs a big lease in Tennessee. ...

Key Takeaways Starbucks unveiled a $2B cost-savings plan to improve efficiency across its business over two years.SBUX targets savings via G&A, procurement and tech-driven operational improvements.Margin recovery may build in H2 FY26, supported by cost actions, easing pressures and sales leverage.Starbucks Corporation (SBUX) is advancing a multi-year cost optimization initiative as part of its broader efforts to improve efficiency across the business. Management outlined plans to identify approximately $2 b ...

If you like to see more ideas, please subscribe to the Investing Group "Value in Corporate Events" here and try the free trial. In this service we cover major earnings events, M&A, IPOs and other significant corporate events with actionable ideas. Furthermore, we provide coverage of situations and names on request!Shares of Starbucks ( SBUX ) cannot seem to catch a break, even with the new leadership in place, burdened with the task of engineering a turnaround. Initially hitting the $100 per share mark in 2 ...

Key Takeaways LVO surged 27.9% since Zacks Rank upgrade, outperforming a declining S&P 500.MU jumped 53.1% in 12 weeks as part of the Zacks Focus List portfolio.CLX gained 9% in 12 weeks, contributing to ECAP portfolio performance.Last Friday, all three Wall Street benchmark stock indexes registered their fourth straight week of losses. The S&P 500, the Dow Jones Industrial Average and the tech-focused Nasdaq Composite declined 1.9%, 2.1% and 2.1%, respectively.The decline was due to persistent inflation co ...

All good things take time: that’s the message that Brian Niccol, the Starbucks ( SBUX ) CEO who is credited with turning around Chipotle ( CMG ), is trying to tell investors who haveWith combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today. He has been a regular contributor on Seeking Alpha since 2017. He has been quoted ...

Key Takeaways Starbucks plans 600-650 net new stores in FY26, including 150-175 in the U.S. and up to 500 internationally.SBUX introduces flexible "Ristretto" store formats supporting cafe, drive-thru and mobile pickup.Starbucks adds "coffeehouse coaches" and upgrades design, staffing and processes to boost execution.Starbucks Corporation (SBUX) outlined its unit expansion plans for fiscal 2026, signaling a renewed focus on scaling its store base. The company expects to open 600 to 650 net new coffeehouses ...

Market Overview - The overall market is facing consistent pressure, primarily due to higher-than-expected inflation data and adjustments in the labor market [2][3] - The short end of the yield curve has seen significant increases, particularly the 2-year yield, indicating a shift in market sentiment regarding Federal Reserve actions [2][3] - Geopolitical tensions, especially in the Middle East, are contributing to market uncertainty, particularly affecting energy and shipping sectors [3] Oracle - Oracle's stock has seen a significant pullback of approximately 21% year-to-date and a 55% decline from its recent highs following earnings reports [5][6] - There is a belief that Oracle may have temporarily bottomed, with support levels around $155 to $160, suggesting potential for upside if market stability is achieved [7][8] - Technical analysis indicates a bearish trend, with caution advised despite signs of a possible short-term bottom [10][12] Johnson & Johnson - Johnson & Johnson has performed relatively well, up about 14% this year, despite a 6% pullback from recent highs [19][20] - The stock is viewed as defensive, with a potential for building off current levels, and a risk reversal strategy is suggested to capture further upside [18][19] - Technical indicators show a constructive chart, but there are concerns about weakening price momentum and potential breakdowns below key support levels [22][24] Starbucks - Starbucks has been the strongest performer this year, but there are mixed opinions regarding its costly turnaround strategy [25][27] - The stock is currently positioned for potential downside, with a strategy to buy puts to capture further weakness while having the opportunity to acquire shares at lower levels [28][31] - Technical analysis indicates defined resistance around $100 to $104 and support near $80, with recent trading behavior resembling that of a utility stock rather than a growth company [33][34]

Shares of Starbucks (NASDAQ: SBUX) have taken a beating recently, plunging nearly 9% over the past week as of this writing. The steep drop contrasts with some good news about the company's turnaround efforts earlier this year. In late January, the coffee giant said it returned to transaction growth at its U.S. stores. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia a ...

Core Viewpoint - Efforts to enhance customer experience at Starbucks, such as adding more comfortable seating, may not resonate with younger customers according to RBC analysts [1] Group 1 - The addition of comfier seats in Starbucks stores is part of a strategy to improve customer comfort [1] - RBC analysts suggest that these changes may not effectively attract younger demographics [1]