Starbucks(SBUX)
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X @Bloomberg
Bloomberg· 2026-03-11 13:50
Howard Schultz, the billionaire former head of Starbucks, has moved to Miami after more than four decades in Seattle, bringing his family office with him. https://t.co/4beDZnF0DD ...
X @Nick Szabo
Nick Szabo· 2026-03-11 06:24
RT Ari Hoffman (@thehoffather)DEVELOPING: Starbucks founder Howard Schultz announces that his family is leaving Seattle for Florida the same day Democrats passed an income tax on Washington stateStarbucks corporate is moving to NashvilleThe wealth exodus is underway. Democrats have killed WA's economy https://t.co/4O8Dk0tPaI ...
14 Best American Dividend Stocks to Invest In
Insider Monkey· 2026-03-10 22:21
In this article, we will take a look at the 14 Best American Dividend Stocks to Invest In.Investors may face periods of market volatility in 2026. Adding dividend growth stocks could help bring some stability to portfolios. In an article published by CNBC, Saira Malik said equity markets are likely to continue experiencing bouts of volatility. She pointed to several factors behind it, including macroeconomic trends, geopolitical tensions, policy uncertainty, and shifting sentiment around artificial intellig ...
Starbucks Gets Downgraded While Brinker and Wingstop Earn Bullish Analyst Calls
247Wallst· 2026-03-09 14:25
Group 1: Starbucks - Starbucks was downgraded to Peer Perform from Outperform by Wolfe Research, with no price target set, due to the need for evidence of sustained execution amidst an increasingly competitive coffee landscape [1] - Q1 FY2026 revenue for Starbucks was $9.92 billion, reflecting a 5.5% year-over-year increase, while global comparable store sales grew by 4% [1] - Non-GAAP EPS of $0.56 missed the consensus estimate of $0.59, and GAAP operating margin contracted by 290 basis points to 9.0%, with net income falling by 62.44% year-over-year [1] - The consensus target price for Starbucks is $100.44, with 13 buy ratings, 14 holds, and 4 sell or strong sell ratings [1] Group 2: Brinker International - Brinker was upgraded to Outperform with a price target of $184, attributed to Chili's "earned value credibility" and traffic outperformance [1] - Chili's has achieved 19 consecutive quarters of same-store sales growth, with Q2 FY2026 comparable sales up 8.6% and a two-year comp stack of 43% [1] - Non-GAAP EPS for Brinker was $2.87, exceeding the estimate of $2.63 by 9.24%, and the company raised its full-year FY2026 EPS guidance to $10.45-$10.85 [1] - The broader analyst community shows strong support with 13 buy ratings, 3 strong buys, and zero sell ratings, and a consensus target of $189.25 [1] Group 3: Wingstop - Wingstop received an Outperform initiation with a price target of $320, driven by strong unit growth supported by franchisees [1] - The company opened a record 493 net new restaurants in FY2025, achieving 19.2% unit growth, despite domestic same-store sales declining by 5.8% in Q4 2025 [1] - FY2025 Adjusted EBITDA grew by 15%, and FY2026 guidance anticipates flat to low-single digit domestic same-store sales growth alongside 15%-16% global unit expansion [1] - Wall Street consensus for Wingstop includes 20 buy ratings, 4 strong buys, and a target of $325.66, with shares currently at $222.20 [1]
Analyst: Starbucks Needs to Show 'Sustained Execution'
Schaeffers Investment Research· 2026-03-09 14:07
Group 1 - Starbucks Corp (NASDAQ:SBUX) stock has decreased by 1.3%, trading at $97.70, following Wolfe Research's initiation of coverage with a "peer perform" rating, citing increased competition and the need for the chain to show "sustained execution" [1] - The stock has faced overhead pressure around the $100 mark after reaching a peak of $104.82 in 2026, and is currently testing support at the 30-day moving average, which has previously contained multiple pullbacks [1] - Over the last three months, SBUX shares have increased by over 17% [1] Group 2 - Options traders are predominantly bearish, as indicated by Starbucks stock's 50-day put/call volume ratio of 1.03, which is higher than 98% of annual readings [2] - The Schaeffer's Volatility Index (SVI) for SBUX is at 36%, placing it in the 20th percentile of its annual range, suggesting that options are a cost-effective way to speculate on the stock's future movements [2]
Take the Zacks Approach to Beat the Markets: Starbucks, Amgen, Allogene in Focus
ZACKS· 2026-03-09 14:01
Key Takeaways ALLO's shares surged 70.4% since Jan. 5 after a Zacks Rank upgrade, beating the S&P 500's decline.SBUX and AMGN gained 20.3% and 17.7% in 12 weeks as dividend stocks drew demand during volatility.MU and NTLA jumped 46.7% and 44.5% in 12 weeks, far ahead of the S&P 500.Last Friday, all three Wall Street benchmark stock indexes registered weekly losses. The Dow Jones Industrial Average fell 2.89%, the S&P 500 declined 1.75% and the Nasdaq Composite slipped 0.59%.The downturn was largely due to a ...
The Zacks Analyst Blog Starbucks, McDonald's and Dutch Bros
ZACKS· 2026-03-09 13:36
Core Viewpoint - Starbucks Corp. is experiencing a notable recovery in customer traffic, indicating a potential turning point after several quarters of declining store visits [2][3][7]. Group 1: Starbucks Performance - Global comparable-store sales increased by 4% year over year, primarily driven by higher transactions rather than pricing [3]. - In the U.S., comparable sales also rose by 4%, supported by a 3% increase in transactions and a 1% rise in average ticket, marking the first transaction growth in eight quarters [3][12]. - The improvement is attributed to the "Back to Starbucks" strategy, which enhances in-store experience and service speed, with the Green Apron Service model showing positive customer feedback [4][7]. Group 2: Digital Engagement and International Markets - Starbucks Rewards membership reached a record 35.5 million active members in the U.S., contributing significantly to transaction growth [5]. - The international segment posted 5% comparable sales growth, with China achieving 7% growth due to product innovation and steady demand in delivery channels [6]. Group 3: Comparison with Peers - Compared to peers, Starbucks is beginning to show improving transaction momentum after a period of softer demand, while McDonald's and Dutch Bros have maintained steady traffic trends through value offerings and innovation [8][12]. - McDonald's reported a 5.7% increase in global comparable sales, with U.S. sales rising by 6.8%, attributed to value-focused offerings and marketing campaigns [9]. - Dutch Bros achieved 7.7% same-shop sales growth, driven by 5.4% transaction growth and strong demand for beverage innovation [10][11]. Group 4: Stock Performance and Valuation - Starbucks shares have declined by 6.7% over the past year, compared to the industry's decline of 3.1% [13]. - The forward price-to-sales ratio for Starbucks is 2.85, below the industry's average of 3.76, with fiscal 2026 earnings per share (EPS) estimated to increase by 8.5% year over year [13].
Netflix resumed, Starbucks downgraded: Wall Street's top analyst calls
Yahoo Finance· 2026-03-09 13:33
Upgrades - TD Cowen upgraded Iqvia (IQV) to Buy from Hold with a price target of $213, increased from $174, citing no expected revenue headwinds from AI [2] - Wolfe Research upgraded Brinker (EAT) to Outperform from Peer Perform with a price target of $184, noting that the Chili's unit has "earned value credibility" and traffic has outperformed [2] - Scotiabank upgraded Verizon (VZ) to Outperform from Sector Perform with a price target of $54.50, up from $50.25, after positive management meetings indicating strong momentum in subscriber loading and cost improvements [3] - Argus upgraded AutoZone (AZO) to Buy from Hold with a price target of $4,325, driven by expectations of positive year-over-year profit growth starting in Q3 after two quarters of negative earnings growth [4] - Rothschild & Co Redburn upgraded GE Vernova (GEV) to Buy from Sell with a price target of $1,100, up from $560, due to stronger than expected demand and margins in power and utilities [4] Downgrades - Wolfe Research downgraded Starbucks (SBUX) to Peer Perform from Outperform without a price target, indicating a need for evidence of sustained execution despite emerging positive signs [5] - William Blair downgraded Talkspace (TALK) to Market Perform from Outperform without a price target, following the announcement of its acquisition by Universal Health Services (UHS) for $5.25 per share, totaling $835 million [5] - TD Cowen downgraded Western Alliance (WAL) to Hold from Buy with a price target of $83, citing decreased investor tolerance for future credit events despite idiosyncratic exposures [5] - Bernstein downgraded Brown-Forman (BF.B) to Market Perform from Outperform with a price target of $29, down from $37.50, due to anticipated margin pressures from rising costs of barreled whiskey [5] - Citizens downgraded Marriott Vacations (VAC) to Market Perform from Outperform without a price target, suggesting the board should have considered strategic alternatives given a 60% stock decline over the previous CEO's tenure [5]
一周新消费NO.349|巧乐兹×哈利波特上新脆筒冰淇淋;PUMA官宣张凌赫成为大中华区品牌代言人
新消费智库· 2026-03-08 13:03
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