Jim Cramer and Jeff Marks, the Club's director of portfolio analysis, on Thursday ran through all 31 portfolio holdings during the September Monthly Meeting. The two went over the best ways to play the stock market in the last months of 2025 while considering factors like the Federal Reserve's monetary policy decisions, President Trump's tariff moves, China's influence and more. Here's a rapid-fire update on each stock. Apple: Dismiss Wall Street's negativity about the newest iPhone 17 models, Jim said. Ins ...

Starbucks workers took legal action against the company on Wednesday over its newly imposed dress code. The workers accused Starbucks of refusing to reimburse employees for expenses related to its new... ...

Starbucks workers in three states have taken legal action against the company over allegations its new dress code violated state laws. Workers in Illinois and Colorado filed class-action lawsuits on Wednesday, claiming Starbucks broke the law when it changed its dress code but wouldn’t pay workers back who purchased new clothes to adhere to the company’s new attire requirements, according to the filings. Starbucks workers in California also took legal steps against the coffee company on Wednesday by fili ...

RapidEye/iStock via Getty Images Listen here or on the go via Apple Podcasts and Spotify David Gardner, co-founder of The Motley Fool, author of Rule Breaker Investing, shares why it's possible to beat the market (0:30). Investing is not just a math exercise (5:00). Starbucks stock and playing the long game (8:20). Investing principles that have led to wins (12:40). Management is key (19:00). Overvalued as a buy signal (26:20). Parallels to dotcom era (33:45). Transcript Rena Sherbill: Very happy to ...

Market Overview - The stock market reached record highs as Wall Street anticipated a Federal Reserve interest rate cut, which was confirmed with a quarter percentage point reduction, the first since December 2024 [1] - The S&P 500 advanced nearly 3% and the Nasdaq rose approximately 2.5% from the last meeting on August 14 to Wednesday's close, achieving seven all-time highs in the past 23 sessions [1] Portfolio Performance Winners - **Palo Alto Networks**: Increased by 17% due to a better-than-expected quarterly earnings report, surpassing expectations across key metrics [1] - **Broadcom**: Rose by 11.2% following a strong earnings report and a significant order from a mystery customer for $10 billion in custom AI chips [1] - **Eli Lilly**: Gained 11.1% after positive trial results for its GLP-1 obesity drug and plans to build a $5 billion plant in Virginia [1] Laggards - **Starbucks**: Decreased by 10.6% amid rising coffee futures and a slower-than-expected turnaround under CEO Brian Niccol [1] - **Danaher**: Fell by 8.2% due to weakness in the healthcare sector and challenges in the Chinese market affecting its diagnostics business [1] - **Boeing**: Dropped by 8% following comments from CEO Kelly Ortbger about delays in certification for the 777X, although viewed as a potential buying opportunity [1]

New JW Marriott Property to Redefine Hospitality in Northern Virginia with Landmark Luxury Event Space, Culinary Concepts, and Prime LocationRESTON, Va., Sept. 18, 2025 /PRNewswire-PRWeb/ -- Crescent Hotels & Resorts announced the JW Marriott Reston Station has opened. The highly anticipated property will be the first JW Marriott in Virginia and Crescent's latest addition to its growing collection of luxury and lifestyle properties.Set to redefine hospitality in Northern Virginia, JW Marriott Reston Station ...

9月18日，茶咖日报的主要内容有： 蜜雪冰城柠檬水缺货？回应：原料供应紧张 近日，不少消费者反馈，在蜜雪冰城多地多个门店买不到柠檬水。上海、四川、北京、广州、苏州等多 地门店自9月中旬起出现冰鲜柠檬水断货现象，部分门店停售近一周。 对此，多家媒体向蜜雪冰城方面求证。有店员称，主要原因系今年雨水多，黄柠檬产量低，导致店里黄 柠檬片出现短缺。 另有接近蜜雪冰城的人士表示，原料波动源于近期一批进口柠檬受天气影响延期到港，同时川渝柠檬已 经进入采摘期，因需储存一段时间优化口感，导致了部分区域出现供应紧张的情况，但柠檬整体储备非 常充足。目前，大量进口柠檬即将到港，储存的柠檬也经过评测满足使用标准，陆续下发门店，柠檬缺 货情况将很快恢复。 据了解，冰鲜柠檬水是蜜雪冰城的明星大单品，一年卖超10亿杯，按4元/杯的售价计算，单款产品年销 售额就达40亿元。 从积极面上看，出现断货现象是"超级单品"影响力的极致体现，证明了这款产品无可比拟的受欢迎程度 和市场统治力，向市场、投资者和合作伙伴展示了蜜雪冰城巨大的基本盘和消费黏性。 但从消极面上看，这也暴露了蜜雪冰城对单一核心原料（柠檬）的依赖性过高，一旦主产区因天气、疫 情等因 ...

Core Insights - Starbucks stock has decreased by approximately 15% over the last year, with historical data suggesting potential for further declines, as the company has previously suffered greater losses than the overall market during downturns [1][2][3] Revenue Growth - Starbucks achieved an average revenue growth of around 4.7% over the last three years, with a slight increase of 0.6% in the past year, raising sales from $36 billion to $37 billion [3] - Recent quarterly revenue rose 3.8% year-over-year, reaching $9.5 billion compared to $9.1 billion during the same period last year [3] - However, same-store sales experienced a global decline of 2% in the most recent quarter, with North America seeing a 3% drop in transaction volumes [4] Margin Compression - Operating income for the last year was $3.8 billion, resulting in a margin of 10.5%, while net income was approximately $2.6 billion, leading to a slim margin of 7.2% [5] - Operating margins in North America have fallen from above 20% to closer to 13%, influenced by rising labor costs, increased coffee bean prices, and the "Back to Starbucks" reinvestment strategy requiring over $3 billion in spending [7] Valuation Concerns - Starbucks stock is currently priced near $83, with projections indicating a potential drop to $40, representing a 50% decline if revenue growth stagnates and margins remain compressed [2][8] - EPS is projected to decline from $3.31 in FY 2024 to $2.20 in FY 2025, before partially recovering to $2.71 in FY 2026, indicating weaker profitability compared to previous years [8] - The stock trades at high multiples of 37x forward earnings for FY 2025 and 30x for FY 2026, significantly higher than peers like Coca-Cola and McDonald's [9] Long-term Outlook - Despite current challenges, Starbucks maintains long-term recovery potential due to its global scale, premium brand, and effective loyalty program, which provide pricing power and international growth opportunities [10]

星巴克中国业务的出售案，只差临门一脚了。问题是，这最后一脚，该由谁来踢？ 博裕资本、凯雷集团、EQT与红杉中国成为传闻中的最终竞购方，结果预计于10月底前落定。 这四家入围的都是财务投资者，这也是遵循了麦当劳中国出售的旧例，但财务投资者真是星巴克中国最 好的接盘侠吗？恐怕也未必。本土消费巨头不仅具备资金实力，在经营经验方面可能比财务投资者更胜 一筹。 如果考虑本土消费巨头的话，除了之前传闻中的阿里、美团和腾讯，其实还有一家企业，应该抓住这次 机会，争取成为星巴克中国的接盘侠。 这家企业就是海底捞。 尽管火锅与咖啡看似毫不相关，海底捞与星巴克的商业内核却高度相似：它们本质上都不是餐饮提供 商，而是社交空间运营商。 星巴克凭借"第三空间"战略构建用户黏性，海底捞则借极致服务将就餐体验转化为年轻人的线下社交 场。可以说，在这一点上，海底捞和星巴克是一对尚未产生交集的soulmate。 高毛利、轻模式、强引流的新茶饮，恰是海底捞寻求新增长的最优解。但自建茶饮品牌的时间窗口已经 关闭。海底捞虽早有尝试，却始终困于"店中店"模式，规模难以突破。 星巴克出售为海底捞提供了一个"弯道超车"的契机：成熟的品牌认知、庞大的门店网 ...

Core Viewpoint - Starbucks workers in three states have initiated legal action against the company, claiming it unlawfully changed its dress code without reimbursing employees for necessary clothing purchases [1][6][13]. Group 1: Legal Actions - Employees have filed class-action lawsuits in state courts in Illinois and Colorado, and complaints with California's Labor and Workforce Development Agency [1][2][9]. - If the California agency does not pursue penalties against Starbucks, workers plan to file a class-action lawsuit in California [2]. Group 2: Dress Code Changes - Starbucks implemented a new dress code on May 12, requiring all North American workers to wear solid black shirts under green aprons, with specific guidelines for bottoms and shoes [3][4][5]. - The new dress code prohibits face tattoos, multiple facial piercings, tongue piercings, and "theatrical makeup" [7]. - The previous dress code allowed for more self-expression, including patterned shirts and a wider variety of colors [8]. Group 3: Employee Experiences - Employees have reported incurring personal expenses to comply with the new dress code, with one employee spending $60.09 on compliant shoes and an additional $86.95 on work clothes [11][12]. - Workers have expressed frustration over the expectation to redesign their wardrobes without compensation, highlighting financial strain [12]. Group 4: Legal Basis for Claims - The lawsuits allege that Starbucks' dress code violates state laws requiring reimbursement for expenses that primarily benefit the employer [13]. - Colorado law specifically prohibits employers from imposing expenses on workers without their written consent [13][14]. Group 5: Union Involvement - The Starbucks Workers Union, which has organized 640 of Starbucks' 10,000 company-owned US stores, has filed numerous unfair labor practice charges against the company, including one related to the dress code [15].