Starbucks

SBUX-Q

NASDAQ:SBUX

89.24
2.80 (3.04%)
Starbucks Corporation is an American coffee company and coffeehouse chain. Starbucks was founded in Seattle, Washington in 1971. As of November 2016, it operates 23,768 locations worldwide.
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Analysis and Opinions about SBUX-Q

Signal
Opinion
Expert
BUY
BUY
January 16, 2020
It is a leader in its space. They have so many levers to pull. They are always reinventing themselves and are very well managed. You don’t have to worry about the economy.
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Starbucks (SBUX-Q)
January 16, 2020
It is a leader in its space. They have so many levers to pull. They are always reinventing themselves and are very well managed. You don’t have to worry about the economy.
BUY WEAKNESS
BUY WEAKNESS
November 29, 2019
A great global brand that he bought on a pull back a year ago. It is a very high margin business and they have done well expanding into China. A great stock to buy on weakness (down 4-5%).
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Starbucks (SBUX-Q)
November 29, 2019
A great global brand that he bought on a pull back a year ago. It is a very high margin business and they have done well expanding into China. A great stock to buy on weakness (down 4-5%).
BUY
BUY
November 12, 2019
He sold his shares, which he regrets. It's a stock you buy and never look at again. That said, competitors like Tim Horton's are getting busy. Starbucks are good at nudging up prices, but no they can't grow at a spectactular rate. SBUX is safe.
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Starbucks (SBUX-Q)
November 12, 2019
He sold his shares, which he regrets. It's a stock you buy and never look at again. That said, competitors like Tim Horton's are getting busy. Starbucks are good at nudging up prices, but no they can't grow at a spectactular rate. SBUX is safe.
COMMENT
COMMENT
November 4, 2019

If it holds its 200-day moving average, it's now an entry point. China is key--how will their relationship with the Chinese government shape up? Starbucks offers better growth than, say, McDonald's.

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Starbucks (SBUX-Q)
November 4, 2019

If it holds its 200-day moving average, it's now an entry point. China is key--how will their relationship with the Chinese government shape up? Starbucks offers better growth than, say, McDonald's.

BUY WEAKNESS
BUY WEAKNESS
October 30, 2019
He thinks it has room to continue expanding. Their last quarterly report suggested they are moving to 36,000 stores worldwide from about 30,000 currently. Much of the growth will be in China -- on average they only consume 4 cups per person on average. On a valuation basis, it is always expensive. Right now it trades at 24 times earnings. Maybe tonight's earnings might make it cheaper?
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Starbucks (SBUX-Q)
October 30, 2019
He thinks it has room to continue expanding. Their last quarterly report suggested they are moving to 36,000 stores worldwide from about 30,000 currently. Much of the growth will be in China -- on average they only consume 4 cups per person on average. On a valuation basis, it is always expensive. Right now it trades at 24 times earnings. Maybe tonight's earnings might make it cheaper?
BUY
BUY
September 23, 2019

Starbucks vs. McDonald's as a defensive play Good question. They both have strong moats and brands. He prefers Starbucks--their product offering is stronger. McDonald's is still a fast-food franchise, but a good operation. Starbucks has potential huge growth in China; McDonald's is already there.

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Starbucks (SBUX-Q)
September 23, 2019

Starbucks vs. McDonald's as a defensive play Good question. They both have strong moats and brands. He prefers Starbucks--their product offering is stronger. McDonald's is still a fast-food franchise, but a good operation. Starbucks has potential huge growth in China; McDonald's is already there.

WAIT
WAIT
September 11, 2019
An interesting turnaround story. It will never have the Herculean run they had in the past. An interesting candidate for a covered call option write strategy. At the end of the day he wants to see how the market goes -- if the market falls this will fall faster (high beta). Trade resolution will cause the stock to continue higher, but otherwise it may stutter. He would wait for a while.
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Starbucks (SBUX-Q)
September 11, 2019
An interesting turnaround story. It will never have the Herculean run they had in the past. An interesting candidate for a covered call option write strategy. At the end of the day he wants to see how the market goes -- if the market falls this will fall faster (high beta). Trade resolution will cause the stock to continue higher, but otherwise it may stutter. He would wait for a while.
BUY WEAKNESS
BUY WEAKNESS
August 29, 2019
Good over the past year or so. Came through a good long base. A bit overbought. Rule of thumb: if it's over 10% over the 200-day MA, it's overbought. Given a pullback, probably still a good entry point.
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Starbucks (SBUX-Q)
August 29, 2019
Good over the past year or so. Came through a good long base. A bit overbought. Rule of thumb: if it's over 10% over the 200-day MA, it's overbought. Given a pullback, probably still a good entry point.
COMMENT
COMMENT
August 6, 2019

Time to add? They are only in 26 states so far, so there is a long playing field for SHAK-N. It trades at a high multiple, so if they disappoint it can become very painful quickly. Be cautious. He prefers to own the established names like SBUX-Q or CMG-N.

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Starbucks (SBUX-Q)
August 6, 2019

Time to add? They are only in 26 states so far, so there is a long playing field for SHAK-N. It trades at a high multiple, so if they disappoint it can become very painful quickly. Be cautious. He prefers to own the established names like SBUX-Q or CMG-N.

HOLD
HOLD
July 4, 2019
Great performer since mid-2018. Good long-term name. Growthier, with defensive aspects. Dividend of 1.7%. Bit expensive, but 13-14% growth rate. Prefers more defensive names right now.
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Starbucks (SBUX-Q)
July 4, 2019
Great performer since mid-2018. Good long-term name. Growthier, with defensive aspects. Dividend of 1.7%. Bit expensive, but 13-14% growth rate. Prefers more defensive names right now.
DON'T BUY
DON'T BUY
June 26, 2019
It has had a number of different chapters. The company has been recovering with same store sales increasing and with a positive outlook for its Chinese operations. The problem is the PE ratio trading in the high 20s, means the stock is always priced to perfection with little room for stumbles. He would look elsewhere.
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Starbucks (SBUX-Q)
June 26, 2019
It has had a number of different chapters. The company has been recovering with same store sales increasing and with a positive outlook for its Chinese operations. The problem is the PE ratio trading in the high 20s, means the stock is always priced to perfection with little room for stumbles. He would look elsewhere.
DON'T BUY
DON'T BUY
June 11, 2019
If you bought this a few years, you have done very well. But US growth has flatlined, which is a big challenge. Abroad, as in the UK and Canada, there is heavy coffee competition from other chains. China drinks tea, so penetration into that territory is limited. He missed buying this, but won't buy it now--it's too rich.
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Starbucks (SBUX-Q)
June 11, 2019
If you bought this a few years, you have done very well. But US growth has flatlined, which is a big challenge. Abroad, as in the UK and Canada, there is heavy coffee competition from other chains. China drinks tea, so penetration into that territory is limited. He missed buying this, but won't buy it now--it's too rich.
DON'T BUY
DON'T BUY
May 6, 2019
He had it for quite a long time and exited last summer. He won't likely get back in. They do everything well and are a well run company but he sees opportunities elsewhere.
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Starbucks (SBUX-Q)
May 6, 2019
He had it for quite a long time and exited last summer. He won't likely get back in. They do everything well and are a well run company but he sees opportunities elsewhere.
DON'T BUY
DON'T BUY
April 25, 2019
He rarely goes to one. A great company. The CEO is now thinking of running for president. With all retail stories, how many more good locations can they find to drive earnings? The food concept at breakfast has worked well. What's their next frontier? Where else to expand to?
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Starbucks (SBUX-Q)
April 25, 2019
He rarely goes to one. A great company. The CEO is now thinking of running for president. With all retail stories, how many more good locations can they find to drive earnings? The food concept at breakfast has worked well. What's their next frontier? Where else to expand to?
WAIT
WAIT
March 26, 2019
Phenomenal company. Stock is not cheap here. Facing competition, especially from McDonald's. Great business, but not a great entry point.
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Starbucks (SBUX-Q)
March 26, 2019
Phenomenal company. Stock is not cheap here. Facing competition, especially from McDonald's. Great business, but not a great entry point.
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