Starbucks

SBUX-Q

NASDAQ:SBUX

65.00
2.38 (3.80%)
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
TOP PICK
TOP PICK
February 6, 2014

Has corrected 15%-16%. Had a little bit of worry over the holidays about what their foot traffic would be. Got that out of the way. Same-store sales were a little bit down but margins were completely intact. Howard Schultz understands the changing consumer. They are a big beneficiary of the high end consumers, who continue to do very well in this economy. Have the convenience of the mobile app, the high end of their foods. They are going to start taking over and competing against high-end names with the lunch crowd. European story looks really exciting and the China situation looks really good.

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Starbucks (SBUX-Q)
February 6, 2014

Has corrected 15%-16%. Had a little bit of worry over the holidays about what their foot traffic would be. Got that out of the way. Same-store sales were a little bit down but margins were completely intact. Howard Schultz understands the changing consumer. They are a big beneficiary of the high end consumers, who continue to do very well in this economy. Have the convenience of the mobile app, the high end of their foods. They are going to start taking over and competing against high-end names with the lunch crowd. European story looks really exciting and the China situation looks really good.

DON'T BUY
DON'T BUY
January 29, 2014

An inexpensive stock. Whenever you see companies disappoint and multiples are high, there is a lot of air under those multiples. They can go from $25 to $12 in a heartbeat.

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Starbucks (SBUX-Q)
January 29, 2014

An inexpensive stock. Whenever you see companies disappoint and multiples are high, there is a lot of air under those multiples. They can go from $25 to $12 in a heartbeat.

BUY
BUY
January 22, 2014

(Market Call Minute) An expensive stock but if you have a longer term horizon, then it is a stock you have to own.

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Starbucks (SBUX-Q)
January 22, 2014

(Market Call Minute) An expensive stock but if you have a longer term horizon, then it is a stock you have to own.

COMMENT
COMMENT
January 10, 2014

Capital protection is what she focuses on so it is really hard to justify paying for growth expectations, even though the company is growing at a good clip. Too expensive for her.

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Starbucks (SBUX-Q)
January 10, 2014

Capital protection is what she focuses on so it is really hard to justify paying for growth expectations, even though the company is growing at a good clip. Too expensive for her.

HOLD
HOLD
December 30, 2013

Premier company in coffee shop business. Had a humungous run and eventually valuations got out of line. It could take a while for it to catch up. If you are short term you might want to lighten up for a while.

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Starbucks (SBUX-Q)
December 30, 2013

Premier company in coffee shop business. Had a humungous run and eventually valuations got out of line. It could take a while for it to catch up. If you are short term you might want to lighten up for a while.

TOP PICK
TOP PICK
December 2, 2013

Trading at 30X estimated earnings. Make most of their money in the US and China. They are innovators and have expanded into tea, juice and good bake offerings and are getting into the supermarket channel. Not making a lot of money in Europe, pretty well breaking even. There are a lot of things they can do to get this going. Not cheap, but with a growth rate of 20%+ they can justify a good PE multiple. Dividend yield of 1.28%.

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Starbucks (SBUX-Q)
December 2, 2013

Trading at 30X estimated earnings. Make most of their money in the US and China. They are innovators and have expanded into tea, juice and good bake offerings and are getting into the supermarket channel. Not making a lot of money in Europe, pretty well breaking even. There are a lot of things they can do to get this going. Not cheap, but with a growth rate of 20%+ they can justify a good PE multiple. Dividend yield of 1.28%.

DON'T BUY
DON'T BUY
November 25, 2013

Premier company in coffee network. Messed up in their grocery screw up but it is a small amount of money in their context. Very rich multiple even though it is doing very well. All of the coffee shops except for MacDonald’s are off his scale because he is a value investor.

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Starbucks (SBUX-Q)
November 25, 2013

Premier company in coffee network. Messed up in their grocery screw up but it is a small amount of money in their context. Very rich multiple even though it is doing very well. All of the coffee shops except for MacDonald’s are off his scale because he is a value investor.

DON'T BUY
DON'T BUY
November 20, 2013

30 times earnings, which she thinks is too much. A lot of the value generated is from the future.

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Starbucks (SBUX-Q)
November 20, 2013

30 times earnings, which she thinks is too much. A lot of the value generated is from the future.

BUY
BUY
November 6, 2013

Tim Hortons (THI-T) or Starbucks (SBUX-Q) for a three-year hold? This one has more of a global franchise along with the Teavana and the new juice business that they are getting involved with. If push came to shove, he would say put your money in and buy both but if you have to pick one or the other, he would go with Starbucks.

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Starbucks (SBUX-Q)
November 6, 2013

Tim Hortons (THI-T) or Starbucks (SBUX-Q) for a three-year hold? This one has more of a global franchise along with the Teavana and the new juice business that they are getting involved with. If push came to shove, he would say put your money in and buy both but if you have to pick one or the other, he would go with Starbucks.

BUY WEAKNESS
BUY WEAKNESS
November 1, 2013

Tim Hortons (THI-T) versus Starbucks (SBUX-Q)? He definitely prefers this over Tim Hortons. This is a global company with a great brand that is continuing to grow its business. Using its balance sheet to diversify away from coffee. Very strong balance sheet. A tailwind is that coffee prices are at an all-time low so margins are increasing. Buy this on any dips that you see.

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Starbucks (SBUX-Q)
November 1, 2013

Tim Hortons (THI-T) versus Starbucks (SBUX-Q)? He definitely prefers this over Tim Hortons. This is a global company with a great brand that is continuing to grow its business. Using its balance sheet to diversify away from coffee. Very strong balance sheet. A tailwind is that coffee prices are at an all-time low so margins are increasing. Buy this on any dips that you see.

WAIT
WAIT
November 1, 2013

Thinks the growth strategy they have is just fine. The brand is iconic. Valuation has always been expensive, but the question is, can they pull through earnings over time. They are starting to develop offering beyond coffee.

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Starbucks (SBUX-Q)
November 1, 2013

Thinks the growth strategy they have is just fine. The brand is iconic. Valuation has always been expensive, but the question is, can they pull through earnings over time. They are starting to develop offering beyond coffee.

BUY
BUY
October 28, 2013

Better growth rate than THI-T. THI’s ability to move out of Canada does not have a great track record. SBUX has an amazing platform. He is moving that brand onto grocery stores. Has a better prospect for growth.

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Starbucks (SBUX-Q)
October 28, 2013

Better growth rate than THI-T. THI’s ability to move out of Canada does not have a great track record. SBUX has an amazing platform. He is moving that brand onto grocery stores. Has a better prospect for growth.

COMMENT
COMMENT
October 25, 2013

Chart shows a strong upward trend. Seasonality this is the time. It has gone straight up throughout the whole year, which is a very positive thing. As far as taking profits, he would be looking at later in the year at around April. As the market moves, this will continue on.

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Starbucks (SBUX-Q)
October 25, 2013

Chart shows a strong upward trend. Seasonality this is the time. It has gone straight up throughout the whole year, which is a very positive thing. As far as taking profits, he would be looking at later in the year at around April. As the market moves, this will continue on.

COMMENT
COMMENT
August 22, 2013

Trend of this is clearly higher. There is support at the 50 day moving average. Even the momentum indicators are clearly positive. Seasonably, this is not in favour at this time of year. Seasonality is usually January through to June where it has an average gain of about 20%.

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Starbucks (SBUX-Q)
August 22, 2013

Trend of this is clearly higher. There is support at the 50 day moving average. Even the momentum indicators are clearly positive. Seasonably, this is not in favour at this time of year. Seasonality is usually January through to June where it has an average gain of about 20%.

DON'T BUY
DON'T BUY
July 17, 2013

Great company and resurrected in the last few years but it is just too expensive. When a company trades at 32X earnings, he sees a lot of air under the stock if they fail to perform.

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Starbucks (SBUX-Q)
July 17, 2013

Great company and resurrected in the last few years but it is just too expensive. When a company trades at 32X earnings, he sees a lot of air under the stock if they fail to perform.

DON'T BUY
DON'T BUY
July 9, 2013

There is more room for this company to grow because their penetration into China and international markets is quite low. Chart looks great but little expensive for her at 35X current earnings and 31X forward earnings. These types of names you want to buy when they stumble.

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Starbucks (SBUX-Q)
July 9, 2013

There is more room for this company to grow because their penetration into China and international markets is quite low. Chart looks great but little expensive for her at 35X current earnings and 31X forward earnings. These types of names you want to buy when they stumble.

BUY WEAKNESS
BUY WEAKNESS
June 27, 2013

Thinks the story has turned around nicely. Not cheap but thinks there is some very good growth in it. US consumer is doing well which is going to help them. Still have lots of growth internationally. Expect you will continue to see reasonably good earnings growth. You are paying a higher multiple so you have to accept the volatility that goes with that.

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Starbucks (SBUX-Q)
June 27, 2013

Thinks the story has turned around nicely. Not cheap but thinks there is some very good growth in it. US consumer is doing well which is going to help them. Still have lots of growth internationally. Expect you will continue to see reasonably good earnings growth. You are paying a higher multiple so you have to accept the volatility that goes with that.

COMMENT
COMMENT
April 9, 2013

This is more of a North American play. They are expanding in China but it is a much smaller percentage of their overall revenue base. Trades at a higher multiple than Yum! Brands (YUM-N), which gets over 40% revenue out of China. Also, has a stronger presence in Europe.

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Starbucks (SBUX-Q)
April 9, 2013

This is more of a North American play. They are expanding in China but it is a much smaller percentage of their overall revenue base. Trades at a higher multiple than Yum! Brands (YUM-N), which gets over 40% revenue out of China. Also, has a stronger presence in Europe.

PAST TOP PICK
PAST TOP PICK
April 5, 2013

(Top Pick Feb 15/13, Up 5.94%) He was looking for a short term position and made some money.

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Starbucks (SBUX-Q)
April 5, 2013

(Top Pick Feb 15/13, Up 5.94%) He was looking for a short term position and made some money.

TOP PICK
TOP PICK
March 14, 2013

He would like to buy this closer to the $52-$53 range. A global brand name with 18,000 locations. They are back into a growth type of mode at this time with retail stores. Also have the multi-channel distribution with the via PACs, ready brew pack, etc. Should benefit from consumer spending on discretionary goods including in China and India. Dividend yield of 1.46%.

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Starbucks (SBUX-Q)
March 14, 2013

He would like to buy this closer to the $52-$53 range. A global brand name with 18,000 locations. They are back into a growth type of mode at this time with retail stores. Also have the multi-channel distribution with the via PACs, ready brew pack, etc. Should benefit from consumer spending on discretionary goods including in China and India. Dividend yield of 1.46%.

SELL
SELL
February 25, 2013

Has plateaued. Is very fully valued at 30 times earnings.

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Starbucks (SBUX-Q)
February 25, 2013

Has plateaued. Is very fully valued at 30 times earnings.

DON'T BUY
DON'T BUY
February 21, 2013

Valuation is too high. Have been doing a great job. Too high a multiple. Prefers to pay less for companies. What is happening today is driving the value out of it.

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Starbucks (SBUX-Q)
February 21, 2013

Valuation is too high. Have been doing a great job. Too high a multiple. Prefers to pay less for companies. What is happening today is driving the value out of it.

TOP PICK
TOP PICK
February 15, 2013

High volatility, PE ratio. Positive support and momentum. Aggressive expansion plans. He will hold it for a couple of months. It broke out past its base.

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Starbucks (SBUX-Q)
February 15, 2013

High volatility, PE ratio. Positive support and momentum. Aggressive expansion plans. He will hold it for a couple of months. It broke out past its base.

TOP PICK
TOP PICK
January 4, 2013

Chart shows a little bit of basing with the neckline at around $54. Tested the neckline and then broke out and he feels it will get back to its old highs of about $62. Have a lot of expansion plans and are coming out with innovative products. Good growth stock. He will play this for the next few months and then get out.

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Starbucks (SBUX-Q)
January 4, 2013

Chart shows a little bit of basing with the neckline at around $54. Tested the neckline and then broke out and he feels it will get back to its old highs of about $62. Have a lot of expansion plans and are coming out with innovative products. Good growth stock. He will play this for the next few months and then get out.

PAST TOP PICK
PAST TOP PICK
December 19, 2012

(A Top Pick Feb 1/12. Up 14.75%.)

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Starbucks (SBUX-Q)
December 19, 2012

(A Top Pick Feb 1/12. Up 14.75%.)

WAIT
WAIT
November 9, 2012

(Market Call Minute) Would like to buy a little cheaper.

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Starbucks (SBUX-Q)
November 9, 2012

(Market Call Minute) Would like to buy a little cheaper.

DON'T BUY
DON'T BUY
October 24, 2012

A great company and have done very well. The difficulty he has is how much he is going to pay for this company. It has always been too expensive on a valuation basis.

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Starbucks (SBUX-Q)
October 24, 2012

A great company and have done very well. The difficulty he has is how much he is going to pay for this company. It has always been too expensive on a valuation basis.

DON'T BUY
DON'T BUY
August 22, 2012

Expensive. Disappointed last quarter and they got hurt. This happens when you have a high multiple company.

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Starbucks (SBUX-Q)
August 22, 2012

Expensive. Disappointed last quarter and they got hurt. This happens when you have a high multiple company.

DON'T BUY
DON'T BUY
August 13, 2012

One of the things that has made this market tricky is that a number of key themes have continued to work (more or less, the yield themes) but the market has narrowed meaning fewer and fewer of these themes continue to work. One of these is the consumer discretionary theme. This stock has had a very strong move over the last couple of years and over the last few months has started to disappoint on the revenue and earnings sides. You want to give this theme more time.

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Starbucks (SBUX-Q)
August 13, 2012

One of the things that has made this market tricky is that a number of key themes have continued to work (more or less, the yield themes) but the market has narrowed meaning fewer and fewer of these themes continue to work. One of these is the consumer discretionary theme. This stock has had a very strong move over the last couple of years and over the last few months has started to disappoint on the revenue and earnings sides. You want to give this theme more time.

DON'T BUY
DON'T BUY
August 13, 2012

Great company and continues to do very, very well but he feels it is expensive. Has come off the high. Certainly in the latter part of last year in the 1st part of this year, were consumer discretionary stocks where the place to be, it was one of the better ones. Trading at around 35X earnings.

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Starbucks (SBUX-Q)
August 13, 2012

Great company and continues to do very, very well but he feels it is expensive. Has come off the high. Certainly in the latter part of last year in the 1st part of this year, were consumer discretionary stocks where the place to be, it was one of the better ones. Trading at around 35X earnings.

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