NASDAQ:SBUX

Starbucks (SBUX)

103.39
+1.20 (1.17%)
as of Jul 1, 2026, 8:00:00 pm Market Open.
407 watching
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Investor Insights
star iconJul 1, 2026, 12:00 am

This summary was created by AI, based on 11 opinions in the last 12 months.

Starbucks (SBUX) is currently navigating a complex landscape marked by mixed performance indicators and an ongoing turnaround under its new CEO. Recent reports suggest a positive shift, with a 4% increase in same-store sales, attributed to improved customer service and reduced employee turnover. However, experts express caution due to challenges such as international competition, high oil prices impacting consumer spending, and the necessity of addressing underperforming stores. Analysts are divided on the stock's value, with some viewing it as overbought while others see potential for long-term growth, particularly if the company can effectively implement its strategic plans and resolve ongoing labor disputes. Despite the hurdles, there is optimism regarding the brand's market position and potential recovery path.

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Consensus
Hold
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Valuation
Overvalued
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HOLD
One of the great things about them is the way they expand internationally. In non-American markets, they get the franchisees to do the slog of building the company out but retain the right to buy them out at 5-6 times cash flow, which is a very low price. Doesn't own because the barriers to entry in his industry are almost nonexistent.
TOP PICK
Stores are packed. They are efficient. Service is crisp. The new K cups (?) are coming out, which is a joint partnership with Green Mountain coffee. Growing at about a 30% pace in foreign markets and a 20% pace in North America.
DON'T BUY
This stock is astounding. Continues to move up. Trading at around 26X earnings so may be getting a little bit rich. Long-term growth is high at 17 but 26X forward earnings makes it a bit tough for him.
DON'T BUY
Have done a great job of turning itself around. It's a high-end product. All of these consumer names have been on a real tear in the last couple of years and doesn't feel they are cheap. If you want a global franchise in this kind of industry, he would look at McDonalds (MCD-N) but it's expensive right now so wouldn't necessarily buy it today. You could also look at Yum! Brands (YUM-N).
HOLD
Classic case of a great company in a market where there is very little growth but has growth itself. Multiple of 27X this year's earnings and 23X next year's is too high for him.
HOLD
Classic case of a great company with growth in a market where there is very little growth. Multiples (27X this year's earnings and 23X next year's) are too high for him.
DON'T BUY
Always seemed expensive to him. Great growth prospects but a little rich on the multiple side.
HOLD
Just came out with some phenomenal numbers, which really helped the stock. Chart shows a good long upward trend.
TOP PICK
Consumer stocks are behaving relatively well. Went through a restructuring. Cut out unprofitable stores so margins are going up. Great branding and doing well in Asia and middle east. Now selling instant coffee and single serving coffee. Price of coffee coming down but thinks they wont cut their prices. Affordable luxury item. Have gone through consolidation and will move higher with the group.
PAST TOP PICK
(Top Pick Feb 4/10, Up 63.75) It was a great deal they made with the single serve company. Double digit growth, plus growth of dividends over the next few years. 17% bottom line growth rate
TOP PICK
This is an example of the kind of stock that he is willing to ride a lot longer and to much higher multiples if he believes management is outstanding. Executing extremely well on many fronts. Fully funding all their expansion and the institution of a dividend. If you feel there will be a market correction, you might want wait.
TOP PICK
Relatively stable store growth in North America but the big growth is Europe, Asia, China and India. Launching a new product, single serve coffee, for the home, which has great potential.
BUY ON WEAKNESS
Suffered greatly when the US economy melted. People are starting to go back. Also the company has learned from this and adjusted their pricing. Has had a good run so not sure he would buy it here.
BUY
Really likes the restaurant sector. This one has been very successful in restructuring. Have been beating estimates substantially. Just announced they're going to start paying a dividend, which is a smart move.
TOP PICK
World-class name. 16,000 locations globally. Have been doing very good cost cutting lately. 4 straight quarters of positive earnings surprises. Long-term growth rate of 16%. Likes the consumer discretionary space, which is where the growth is now. Trading at a forward PE of 20X’s versus its 5 year average of 30.
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