Starbucks

SBUX-Q

NASDAQ:SBUX

66.34
3.56 (5.09%)
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.
More at Wikipedia

Analysis and Opinions about SBUX-Q

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
April 6, 2017

Held this for about 2-2.5 years, and just sold his holdings recently. Valuations were getting a little rich. Trading at 26X forward earnings. Although the long-term growth rate is around 15%, the PEG ratio is still going to be up around .6X. More importantly, same-store sales have slowed to its lowest pace since 2009. A great franchise, and long term they will do well by going to the international markets.

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Starbucks (SBUX-Q)
April 6, 2017

Held this for about 2-2.5 years, and just sold his holdings recently. Valuations were getting a little rich. Trading at 26X forward earnings. Although the long-term growth rate is around 15%, the PEG ratio is still going to be up around .6X. More importantly, same-store sales have slowed to its lowest pace since 2009. A great franchise, and long term they will do well by going to the international markets.

COMMENT
COMMENT
March 15, 2017

Trading at one of the lowest premiums to the S&P than it has for a long time. A great business. Very strong brand. Have had some operational issues lately, partly to do with their North American operations; the new mobile app and issues it has created in the stores. They are working through that. Also, China is very important for them. Generates great returns. Well run and getting cheaper than what it was. Still not cheap though. When he thinks it is appropriate, he will Buy. Dividend yield of 1.8%.

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Starbucks (SBUX-Q)
March 15, 2017

Trading at one of the lowest premiums to the S&P than it has for a long time. A great business. Very strong brand. Have had some operational issues lately, partly to do with their North American operations; the new mobile app and issues it has created in the stores. They are working through that. Also, China is very important for them. Generates great returns. Well run and getting cheaper than what it was. Still not cheap though. When he thinks it is appropriate, he will Buy. Dividend yield of 1.8%.

COMMENT
COMMENT
March 9, 2017

Owned this for a couple of years, and just sold it off this past week. He is shifting away from some of the growthier high PE names to the value side. This is a great franchise and are diversifying into other markets globally, but it is trading at a multiple of 25X forward earnings. Also, same-store sales have slowed to the lowest level since 2009.

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Starbucks (SBUX-Q)
March 9, 2017

Owned this for a couple of years, and just sold it off this past week. He is shifting away from some of the growthier high PE names to the value side. This is a great franchise and are diversifying into other markets globally, but it is trading at a multiple of 25X forward earnings. Also, same-store sales have slowed to the lowest level since 2009.

DON'T BUY
DON'T BUY
March 8, 2017

This hasn’t done anything. There are better sand boxes to play in. It’s not bearish yet.

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Starbucks (SBUX-Q)
March 8, 2017

This hasn’t done anything. There are better sand boxes to play in. It’s not bearish yet.

BUY
BUY
February 16, 2017

Every time you think they cannot expand they keep surprising you. They are a tremendous company. They are not cheap, but you can’t deny their marketing genius.

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Starbucks (SBUX-Q)
February 16, 2017

Every time you think they cannot expand they keep surprising you. They are a tremendous company. They are not cheap, but you can’t deny their marketing genius.

SELL
SELL
February 9, 2017

A fairly controversial name right now. He would be inclined to be a short seller on this. Howard Schultz departure is a negative, as he is an icon in the business world, and very hard to replace. Also, he is fairly bullish on dairy prices, which is a big input cost for them. They’ve had a few hiccups with the mobile pickups. The valuation versus what has been delivered over the last few quarters has a bit of a disconnect. Dividend yield of 1.8%.

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Starbucks (SBUX-Q)
February 9, 2017

A fairly controversial name right now. He would be inclined to be a short seller on this. Howard Schultz departure is a negative, as he is an icon in the business world, and very hard to replace. Also, he is fairly bullish on dairy prices, which is a big input cost for them. They’ve had a few hiccups with the mobile pickups. The valuation versus what has been delivered over the last few quarters has a bit of a disconnect. Dividend yield of 1.8%.

HOLD
HOLD
January 30, 2017

It had a challenging year, transitioning to mobile sales. We could see some short term volatility. They tend to beat their estimates. They are closing some of the Teavana stories.

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Starbucks (SBUX-Q)
January 30, 2017

It had a challenging year, transitioning to mobile sales. We could see some short term volatility. They tend to beat their estimates. They are closing some of the Teavana stories.

COMMENT
COMMENT
January 13, 2017

He continues to like this. They are expanding very nicely internationally, into markets like China. It is a little expensive, trading at around 25-27 times earnings. However, there is no other name like this. Technically it has broken out a little above the 200-day moving average.

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Starbucks (SBUX-Q)
January 13, 2017

He continues to like this. They are expanding very nicely internationally, into markets like China. It is a little expensive, trading at around 25-27 times earnings. However, there is no other name like this. Technically it has broken out a little above the 200-day moving average.

BUY
BUY
December 12, 2016

Starbucks (SBUX-Q) or McDonald’s (MCD-N)? He likes both. This one is high quality, with over 21,000 stores in 66 countries. You are getting a lot of global exposure. As large as this one is, it is still early in its growth cycle. Emerging markets, especially Asia, are real growth catalyst for Starbucks. You are seeing double digit growth in their sales growth, 20% year-over-year. Feels this one has more upside. Now is not a bad time to step into this.

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Starbucks (SBUX-Q)
December 12, 2016

Starbucks (SBUX-Q) or McDonald’s (MCD-N)? He likes both. This one is high quality, with over 21,000 stores in 66 countries. You are getting a lot of global exposure. As large as this one is, it is still early in its growth cycle. Emerging markets, especially Asia, are real growth catalyst for Starbucks. You are seeing double digit growth in their sales growth, 20% year-over-year. Feels this one has more upside. Now is not a bad time to step into this.

COMMENT
COMMENT
December 1, 2016

Just announced that the CEO is stepping down, and the stock was down 3.5% after hours. That was an overreaction when you think about the magnitude of the chain and the market cap it represents. He is still going to be executive Chairman.

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Starbucks (SBUX-Q)
December 1, 2016

Just announced that the CEO is stepping down, and the stock was down 3.5% after hours. That was an overreaction when you think about the magnitude of the chain and the market cap it represents. He is still going to be executive Chairman.

PAST TOP PICK
PAST TOP PICK
November 9, 2016

(A Top Pick Sept 26/15. Up 0.86%.) A great place to be. This has been a wonderful, long term stock. There are a lot of good stocks out there where the stock peaked in late 2014, and has had a slow decline on pretty slow growth earnings. She is looking for stronger earnings growth going forward. She loves the long-term story of Starbucks opening more and more stores globally.

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Starbucks (SBUX-Q)
November 9, 2016

(A Top Pick Sept 26/15. Up 0.86%.) A great place to be. This has been a wonderful, long term stock. There are a lot of good stocks out there where the stock peaked in late 2014, and has had a slow decline on pretty slow growth earnings. She is looking for stronger earnings growth going forward. She loves the long-term story of Starbucks opening more and more stores globally.

TOP PICK
TOP PICK
November 9, 2016

This is still on her buying list, and one that she thinks has great upside to go.

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Starbucks (SBUX-Q)
November 9, 2016

This is still on her buying list, and one that she thinks has great upside to go.

BUY
BUY
November 1, 2016

(Home Depot (HD-N) or Starbucks (SBUX-Q) for a long-term US dividend growth stock?) The market has taken 10%-15% off both names this year. He likes and owns both. If you can do it in your portfolio, you might want to buy half of each. This is considered more of a staple. Both are dividend growers. (Also see Top Picks.)

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Starbucks (SBUX-Q)
November 1, 2016

(Home Depot (HD-N) or Starbucks (SBUX-Q) for a long-term US dividend growth stock?) The market has taken 10%-15% off both names this year. He likes and owns both. If you can do it in your portfolio, you might want to buy half of each. This is considered more of a staple. Both are dividend growers. (Also see Top Picks.)

BUY
BUY
October 17, 2016

Same store sales have been in the same range for some time and then they had a hiccup and that gave investors a scare. Their revenue and earnings stayed intact, however. Same store sales figures suffered from a change in their loyalty program.

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Starbucks (SBUX-Q)
October 17, 2016

Same store sales have been in the same range for some time and then they had a hiccup and that gave investors a scare. Their revenue and earnings stayed intact, however. Same store sales figures suffered from a change in their loyalty program.

BUY WEAKNESS
BUY WEAKNESS
October 13, 2016

An excellent company and brand with locations around the world. They have tremendous growth. Because of the valuation at over 22 times earnings he would never buy it, except in a significant pullback.

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Starbucks (SBUX-Q)
October 13, 2016

An excellent company and brand with locations around the world. They have tremendous growth. Because of the valuation at over 22 times earnings he would never buy it, except in a significant pullback.

WATCH
WATCH
October 12, 2016

It is on her watch list. It tends to be a premium priced stock. The same store growth was below expectations so the stock pulled back. There is a lot of potential internationally. Don’t sell if you own it.

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Starbucks (SBUX-Q)
October 12, 2016

It is on her watch list. It tends to be a premium priced stock. The same store growth was below expectations so the stock pulled back. There is a lot of potential internationally. Don’t sell if you own it.

HOLD
HOLD
October 6, 2016

One of the best performers in the S&P 500 going back 20 years. Thinks it has never had less than a 22 PE multiple, but has typically been in the 26 to 30 range. The valuation has always been a reason for people to not own the name. The real big growth area for them is their acquisition of Teavana in China. The 2nd area, that nobody is giving credit to, is that they own about 15 or 16 standalone consumer goods. There are still good days ahead of them.

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Starbucks (SBUX-Q)
October 6, 2016

One of the best performers in the S&P 500 going back 20 years. Thinks it has never had less than a 22 PE multiple, but has typically been in the 26 to 30 range. The valuation has always been a reason for people to not own the name. The real big growth area for them is their acquisition of Teavana in China. The 2nd area, that nobody is giving credit to, is that they own about 15 or 16 standalone consumer goods. There are still good days ahead of them.

WATCH
WATCH
October 5, 2016

It is not doing what he wants it to do before he buys is back. He looks for breakouts. It is making lower highs. It is consolidating at best. He would want to see it break out. It is in limbo.

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Starbucks (SBUX-Q)
October 5, 2016

It is not doing what he wants it to do before he buys is back. He looks for breakouts. It is making lower highs. It is consolidating at best. He would want to see it break out. It is in limbo.

BUY WEAKNESS
BUY WEAKNESS
October 3, 2016

A classic growth stock that has had some hiccups. He would not be a buyer here. One of those consumer discretionary names where people have hypothesized that they wouldn’t be spending $5, but would go someplace else for a lesser price. If you can get this in the mid-$40 you’ll be doing yourself a great deal.

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Starbucks (SBUX-Q)
October 3, 2016

A classic growth stock that has had some hiccups. He would not be a buyer here. One of those consumer discretionary names where people have hypothesized that they wouldn’t be spending $5, but would go someplace else for a lesser price. If you can get this in the mid-$40 you’ll be doing yourself a great deal.

TOP PICK
TOP PICK
September 26, 2016

It has slowly faded lower since its peak earlier in the year. Long term she loves this stock. They have a reliable store front. They are rolling it out globally.

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Starbucks (SBUX-Q)
September 26, 2016

It has slowly faded lower since its peak earlier in the year. Long term she loves this stock. They have a reliable store front. They are rolling it out globally.

PAST TOP PICK
PAST TOP PICK
September 14, 2016

(A Top Pick Aug 31/15. Up 0.39%.) Has been a core position for years. It is a long-term powerhouse, and every once in a while it has to have a rest, and this is a year for that. This is still a Buy.

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Starbucks (SBUX-Q)
September 14, 2016

(A Top Pick Aug 31/15. Up 0.39%.) Has been a core position for years. It is a long-term powerhouse, and every once in a while it has to have a rest, and this is a year for that. This is still a Buy.

TOP PICK
TOP PICK
September 12, 2016

Had looked for his worst performing names this year, and this was one of them. It has had 24 out of 25 quarters of phenomenal results, growing every single year. A lot of people are stopped from going into this because it has a 30 P/E ratio. Around 2010 they were doing something like $3 billion a quarter in sales, and their P/E ratio 30, and now they do $11 billion in the ratio is still 30. Dividend yield of 1.46%.

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Starbucks (SBUX-Q)
September 12, 2016

Had looked for his worst performing names this year, and this was one of them. It has had 24 out of 25 quarters of phenomenal results, growing every single year. A lot of people are stopped from going into this because it has a 30 P/E ratio. Around 2010 they were doing something like $3 billion a quarter in sales, and their P/E ratio 30, and now they do $11 billion in the ratio is still 30. Dividend yield of 1.46%.

DON'T BUY
DON'T BUY
September 7, 2016

A great business that is an iconic consumer brand. Has a lot of attributes that he looks for. The issue for him has been valuation. When they disappoint, even modestly on comp, the bar is so high that you have to consistently be above the bar, or otherwise you are likely to de-rate. There will be a point where he will be interested, but not today. He will watch, and at the right time will own it.

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Starbucks (SBUX-Q)
September 7, 2016

A great business that is an iconic consumer brand. Has a lot of attributes that he looks for. The issue for him has been valuation. When they disappoint, even modestly on comp, the bar is so high that you have to consistently be above the bar, or otherwise you are likely to de-rate. There will be a point where he will be interested, but not today. He will watch, and at the right time will own it.

COMMENT
COMMENT
September 7, 2016

Had always thought this was too expensive. It trades in the high 20s in terms of a multiple on earnings, and wonders what happens if they hit a bump on the road. A 27 multiple can turn into a 15 easily. He also has a bit of difficulty with the model. Mall traffic is down. People are not out and about as much. There is more online shopping. As time goes on, he feels they are going to struggle to get the type of traffic that they have had in many of their locations.

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Starbucks (SBUX-Q)
September 7, 2016

Had always thought this was too expensive. It trades in the high 20s in terms of a multiple on earnings, and wonders what happens if they hit a bump on the road. A 27 multiple can turn into a 15 easily. He also has a bit of difficulty with the model. Mall traffic is down. People are not out and about as much. There is more online shopping. As time goes on, he feels they are going to struggle to get the type of traffic that they have had in many of their locations.

WATCH
WATCH
September 1, 2016

Likes it quite a bit. The largest coffee retailer in the world. 4% US same store sales. It is down from a long term 5%. They need to return to that 5% for the stock to return in the back half of the year. 20+% dividend growth is his expectation. China should be bigger than the US some day.

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Starbucks (SBUX-Q)
September 1, 2016

Likes it quite a bit. The largest coffee retailer in the world. 4% US same store sales. It is down from a long term 5%. They need to return to that 5% for the stock to return in the back half of the year. 20+% dividend growth is his expectation. China should be bigger than the US some day.

BUY
BUY
August 31, 2016

(Market Call Minute.) A lot of people are not convinced that their competitor at Restaurant Brands (QSR-T) is making the right step in moving to the UK.

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Starbucks (SBUX-Q)
August 31, 2016

(Market Call Minute.) A lot of people are not convinced that their competitor at Restaurant Brands (QSR-T) is making the right step in moving to the UK.

STRONG BUY
STRONG BUY
August 30, 2016

(Market Call Minute.)

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Starbucks (SBUX-Q)
August 30, 2016

(Market Call Minute.)

COMMENT
COMMENT
August 24, 2016

On a 3-year chart, there has been a general disintegration of the upward trend after moving up through most of 2014 and 2015. We are now getting a series of lower highs and lower lows. He would be a little cautious on this.

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Starbucks (SBUX-Q)
August 24, 2016

On a 3-year chart, there has been a general disintegration of the upward trend after moving up through most of 2014 and 2015. We are now getting a series of lower highs and lower lows. He would be a little cautious on this.

HOLD
HOLD
August 17, 2016

Hasn’t done all that well recently. Thinks it is going through a classic growth story that is maturing a little. It has been one of the greatest retailing franchises in history. It has also had a very high valuation. Expensive right now at 25-26 times earnings. Has a large bet on China which he thinks will pay off for them. It’s a name that, at the right price, he would be a buyer.

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Starbucks (SBUX-Q)
August 17, 2016

Hasn’t done all that well recently. Thinks it is going through a classic growth story that is maturing a little. It has been one of the greatest retailing franchises in history. It has also had a very high valuation. Expensive right now at 25-26 times earnings. Has a large bet on China which he thinks will pay off for them. It’s a name that, at the right price, he would be a buyer.

COMMENT
COMMENT
August 10, 2016

This has been a strong performer for so long. She gets the impression that they have their initiatives and that they are acting with a sense of urgency, as if they were a much smaller company. Has always stayed away from the name just on valuation. They integrate a lot of technology.

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Starbucks (SBUX-Q)
August 10, 2016

This has been a strong performer for so long. She gets the impression that they have their initiatives and that they are acting with a sense of urgency, as if they were a much smaller company. Has always stayed away from the name just on valuation. They integrate a lot of technology.

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