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NASDAQ:SBUX

Starbucks (SBUX)

102.28
+3.52 (3.56%)
as of Jun 11, 2026, 8:00:00 pm Market Open.
408 watching
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Investor Insights
star iconJun 11, 2026, 12:00 am

This summary was created by AI, based on 13 opinions in the last 12 months.

Starbucks (SBUX) is currently navigating a complex landscape characterized by both positive developments and significant challenges. Recently, the company reported a surprising 4% increase in same-store sales under its new CEO, signaling a potential turnaround focused on enhancing customer service and reducing employee turnover. However, concerns remain regarding the high cost of oil affecting consumer spending and the increased competition from smaller coffee brands. Analysts are cautious due to overbought conditions and the need for structural changes, notably in closing underperforming stores and expanding into Middle America. The company's long-term prospects may improve as management focuses on operational efficiencies, yet uncertainties persist regarding international performance, particularly in China. Overall, while there's cautious optimism about the company's direction, many experts advise a wait-and-see approach as the true impact of these strategies unfolds.

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Consensus
Hold
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Valuation
Overvalued
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BUY
An increase in locations and margin improvements will drive huge EPS growth. It's great. It just had a great run from $80-105.
BUY
Continues to like it as a great consumer brand. Loyalty program and high caffeine content keep people coming back. Will come out on the other side of the pandemic just as strong.
BUY
They have a huge business in China, whose economy is already back to normal. When we get vaccines, the US business will catch up.
WATCH
He bought in 2015/16 and it moved up nicely and then went sideways for 2 to 3 years. This is its common pattern. It is on the tail end of a pretty big rise. It is probably due for another breather.
COMMENT
A compelling stock with a good business plan. They have built their franchise well in North America and China. The valuation is very expensive and that has always stopped him. There are more compelling valuations.
BUY
A work in progress. Probably will report a weak report next week, but this will snap back if Biden gets elected. Biden will relax US-China trade relations, and Starbucks performs well in China--China is its future and SBUX can expand widely here.
BUY
Pro-China trade will return if Biden wins the presidency. It's been held back by its U.S. business and the company needs to be more Covid-friendly. However, their Chinese locations are red hot. Take away the trade war under Trump and this stock will perform even better.
BUY
If Biden wins China is SBUX's greatest growth engine. Lots of runway here, because SBUX hasn't penetrated the second-tiered cities (of 3-4 million people).
BUY ON WEAKNESS
They're creating new stores which will make their lines shorter in the age of Covid. He also likes what they're doing in China. A great CEO. It's an up stock since it broke $60. A classic pullback buy.
COMMENT
They closed down many stores during the pandemic. During the openings now it's tougher to walk in and get a coffee. They've had stops and starts. However, coffee culture won't go away and people will go to Starbucks. SBUX has reduced earnings numbers and the PE will decline. There's still global growth in this company, but coming quarters will be tough, because full service is being curtailed. In 2021 if there's normalcy, SBUX will enjoy growth.
BUY
A wonderfully innovative company and they have to be. Their success is dependent on people being able to rub shoulders. They are moving towards the pick-up model. They have a world-wide brand that has allowed them to enter into China, where a huge potential exists for new outlets.
BUY
They are fighting with landlords to get rent reductions. They are closing a lot of locations. They are probably doing the right thing. The world is going to change because of COVID. SBUX-Q is a fantastic business. If you expect an improving economy, then this one is probably reasonably valued and preferable to a Tim Hortons kind of business.
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Curated by Allan Tong since 2019.
99+ opinions with 4.15 rating.

TOP PICK
Bears like JP Morgan, which just downgraded the stock from overweight to neutral argue the chain has had to close many locations in America and China during the lockdowns. The company's Q2 and Q3 will be badly hit. Bulls, however, counter that, sure, Starbucks will get this quarter, but the stock will recover. Starbucks is an iconic brand, a habit and a reward. Its brews inspire an army of drinkers who need their morning latte for caffeine, but also a self-reward for commuting though the morning slog to work and during breaks on a stressful day. Also, 90% of the chain's Chinese stores re-opened by mid-March (with new safety precautions). If you're a trader, avoid Starbucks. If you're long-term, consider it a partial buy.
WAIT
There is no in-restaurant service anymore. A lot of restaurants are closed now. Revenue will take a terrific hit. They are going to have to eat the lease payments. At the end of the crisis you will have the opportunity to buy into one of the premier fast food systems in the world. It will be very attractive but it depends how long this continues.
HOLD
He would not sell after the recent draw down. There is still so much uncertainty. This is a brand consumers love. They have almost fully re-opened in China. Overall, a great company. The loyalty program is astounding. In terms of durability in the long term, it is there for sure. A higher level of caffeine keeps people coming back and he loves the margin in the cold drinks.
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