Core Insights - Starbucks Corporation (SBUX) is a leading coffee roaster, marketer, and retailer with a market cap of $109.5 billion, specializing in premium coffee and food offerings across international markets [1] Performance Overview - Over the past 52 weeks, SBUX shares have declined by 2.5%, underperforming the S&P 500 Index, which gained 13.9%. However, year-to-date (YTD), SBUX stock is up 14.4%, significantly outperforming the S&P 500's 1.5% return [2] - SBUX has also underperformed the State Street Consumer Discretionary Select Sector SPDR ETF (XLY), which increased by 6.4% over the past 52 weeks, but has outpaced XLY's 2.4% YTD rise [3] Q4 Financial Results - In Q4, SBUX reported mixed results with revenue increasing by 5.5% year-over-year to $9.6 billion, surpassing consensus expectations by 2.6%. However, adjusted EPS fell by 35% year-over-year to $0.52, missing analyst estimates by 5.5% due to restructuring costs and a decline in its North American Coffee Partnership [4] Future Earnings Expectations - For fiscal 2026, analysts project SBUX's EPS to rise by 9.9% year-over-year to $2.34. The company's earnings surprise history has been disappointing, missing consensus estimates in three of the last four quarters [5] Analyst Ratings - Among 35 analysts covering SBUX, the consensus rating is a "Moderate Buy," consisting of 17 "Strong Buy," 2 "Moderate Buy," 10 "Hold," 2 "Moderate Sell," and 4 "Strong Sell" ratings. This configuration has changed from the previous month, where 16 analysts suggested a "Strong Buy" [5][6]

Core Insights - A group of five growth stocks is highlighted as potential multibaggers for long-term investors, despite recent declines of 22% to 55% from their 52-week highs [1][2] Group 1: Rocket Lab USA - Rocket Lab USA has seen its sales increase nearly tenfold since its IPO in 2021, positioning it as the No. 3 player in the launch services industry [4][5] - The company is expected to launch its Neutron rocket in Q1 next year, which could enhance its competitive stance against larger peers like SpaceX [4] - The space industry is projected to grow from $630 billion in 2023 to $1.8 trillion by 2035, indicating significant growth potential for Rocket Lab, which has a current market cap of $28 billion [7] - Rocket Lab's gross margin stands at 28.93%, and shares are currently 20% below their high, making it an attractive investment opportunity [9] Group 2: Kinsale Capital - Kinsale Capital Group has delivered a 39% total return since its 2016 IPO, with a combined ratio of 77%, outperforming peers with an average of 92% [10][11] - The company focuses on small, hard-to-assess risks, which has allowed it to carve out a profitable niche, although its revenue growth slowed to 19% in the latest quarter due to increased pricing competition [12] - Kinsale's stock is down 24% due to this growth slowdown, presenting a potential buying opportunity [13] Group 3: MercadoLibre - MercadoLibre has transformed from $85 million in sales at its 2007 IPO to $26 billion today, making it a 70-bagger [14] - The company operates in a market where online buying penetration in Latin America is only half that of the U.S., indicating further growth potential [15] - MercadoLibre's logistics network supports its e-commerce and fintech operations, and the stock has dipped 23% from its July 2025 highs, making it a favorable buy [16] Group 4: SPS Commerce - SPS Commerce has delivered 18% annualized returns since 2010, with sales growing 26 times in value during that period [17] - The company has achieved 99 consecutive quarters of positive sales growth, although its growth rate has decelerated, leading to a 55% drop in stock price over the last year [18] Group 5: Dutch Bros - Dutch Bros has seen a 14% annual stock price increase since 2021 and aims to expand from 1,089 locations to 2,029 by 2029 [20] - The company plans to buy back shares using at least half of its free cash flow, marking a shift from previous reliance on issuing new shares [21][22] - Despite trading at 40 times cash from operations, the growth potential could make it a multibagger if expansion goals are met [23]

Group 1 - Dutch Bros Inc. (NYSE:BROS) is recognized as a strong candidate for day trading, with a beta above 2.5 and an average daily trading range of approximately 5.1% [1] - The current share price is positioned between $30.50 and $86.90, indicating a favorable trading environment [1] - UBS analyst Dennis Geiger raised the price target for Dutch Bros from $80 to $85, maintaining a Buy rating due to strong sales and traffic momentum [2] Group 2 - Geiger anticipates continued growth through 2026, supported by a robust pipeline of new store openings and favorable company-specific catalysts [3] - Dutch Bros operates and franchises drive-thru coffee shops, focusing on high-quality, handcrafted beverages, with 1,043 locations across 19 states as of June 30, 2025 [3] - The company is expected to benefit from resilient traffic trends and ongoing expansion opportunities, indicating further upside potential for its shares [3]