Youtubeยท2025-10-24 14:33Consumer Brands - Deckers has issued a lukewarm guidance, indicating struggles with its Ugg and Hoka brands, leading to continued market punishment [1] - There is elevated competition in the sneaker market, with brands like Nike and New Balance intensifying the competition, causing a loss of allure for some brands [2] - Concerns about excess inventory in the system persist, but there is optimism that Nike may surprise the market positively in upcoming quarters [4] Starbucks - There is a belief that Starbucks is approaching the end of a challenging quarter, with expectations for improved performance in the future [4] - The outlook for Starbucks is considered strong, with a focus on operational excellence and cost initiatives aimed at enhancing performance by 2026 [5]