Starbucks(US:SBUX) CNBC Televisionยท2025-09-02 14:31Company Performance - Starbucks has good numbers, with the pumpkin spice latte performing well [1] - Starbucks is showing record numbers [2] Investment Strategy - Growth stocks are generally favored, with periods of underperformance representing buying opportunities [3] - The market seems to forget the importance of growth, often gravitating towards value stocks like General Mills, which may not offer significant returns unless combined with a company like Kraft [3] - The speaker prefers growth stocks and suggests buying them during periods of underperformance [3] Potential M&A Activity - Potential for PepsiCo to be watched for brand performance [4] - Speculation exists regarding Kraft Heinz potentially acquiring Campbell, but the premium is uncertain [4] Individual Stock Preference - Prefers buying Apple and Corning [5] - Corning is considered a terrific situation due to its supply chain capabilities [5]