SBUX

5headfit

Starbucks SBUX

SeriuoslyCasual

Wow. Honest reliable data with WILD ASS job revisions. Cant say I think things are any worse. We have had 2 economies for a long time. Affluent consumers spending. Less affluent struggling. Been going on at least 2 years. Look no further than SBUX and CMG.

KalBux

CVNA put, WMT put, ORCL call, SBUX puts, TSLA call, GOOG call. That was the watchlist. If anyone was wondering. I got lost somewhere and need to return to keeping things simple.

Gristle__McThornbody

Full porting SBUX puts. Just had an egg nogg from there and it fucking sucked. Had to throw it away. What a waste of 5 dollars. That's 200 contracts worth of 0dte yolos I could have bot.

Reasonable_Roger

I would love it if we had fully autonomous AGI coffee making robots and then having to interact with the literally insane Karens that frequent SBUX actually drives them insane and starts the robot wars. There is a non 0% chance that is the outcome

lipmanz

Do you think we will see SBUX shops with no baristas in the next 10 years?

jsie-iaiqhsi816278

!banbet SBUX 40 6 months

KalBux

UNH, LMT, SBUX, AEO popping before market open always makes me nervous. We need NVDA the sleeping giant to awaken and fulfill the prophecy. Might inverse myself and not panic sell for once.

KalBux

My indicators: AEO, LMT, UNH, SBUX If they pumpin, tech is dumpin. Thought my calls were safe. 😭

Thisispaartaaa

NFLX subscription = 20$ SBUX morning coffee = 10$ YOLO'ing my entire life savings on the advice of shitposters on WSB = priceless For all life's fuck ups, there's a mastercard for that

skilliard7

I don't think SBUX forward PE can be trusted. While forward PE can be somewhat useful for companies with multi-year contracts like Microsoft, you can't reliably predict the performance of a consumer discretionary stock. Analysts predicting that SBUX will double their earnings is very optimistic.

CaterpillarMain2138

You should consider look at forward PE ratios relative to growth using company guidance. SBUX has a forward PE of 34 and expected to growth forward EPS by 24% this year and 19% the year after. Assuming no revisions, you’re looking at a new PE of 23 in 24 months. I’m not advocating for Starbucks but expected growth is worth a mention in all of these high PE Reddit posts

No_Cow_8702

OP, why the heck are you looking at backward P/E’s? KR has a forward P/E of 12 And $SBUX has a forward P/E of 28 Besides that, its about GROWTH and forward guidance.

WickedSensitiveCrew

PE ratios are partly a reflection of interest rates. When rates are low, investors are willing to pay more for future earnings because the present value of those earnings is higher. Even mature, “boring” companies like WMT, KR, and SBUX can sport high PEs in a low-rate environment. PE ratios aren’t just about absolute earnings—they’re about expected earnings. If investors think a company will grow earnings faster than inflation or the broader market, the PE can stay elevated. Companies like Starbucks or Nvidia can command higher multiples because people expect growth (or brand/market power) even if current profits are modest. Some sectors naturally trade at higher multiples. Tech and consumer discretionary often do, while traditional retailers sometimes trade lower—but the pandemic, supply chain shifts, and investor preference for “safe growth” have changed normal ranges.

SpellAccomplished541

The traditional companies are overvalued by traditional metrics. I hold individually every stock you mentioned in your post (WMT, KR, SBUX, AAPL, TGT). The only reason TGT missed out on the runup is because they lost customers due to the DEI rollback & boycott followed by intesified social media outrage. As a shareholder, I'm not surprised they haven't recovered yet (since they pissed off their own customer base), but I'm gonna keep holding the bag because eventually they will benefit from rotation since there is almost no other place to put money.

FuckleUp

Joined Hinge it’s all fuckin LULU and SBUX honeytrappers

dangernext

I am waiting for a pull back and going tits up a$$ down into SBUX calls and leaps. Next year is the year of the consumer and the regards

dvdmovie1

"and if you listen to the headlines, you’d think this company is about five minutes away from bankruptcy. " In 2014, a handful of restaurants went public because people wanted the next Chipotle. I don't think any of those is above where they went public, some were taken private at below IPO price (including Zoe's Kitchen, which eventually became part of CAVA.) I remember in 2015 when SHAK went public and people were hyped up for it. 10 years later you could have done much better and with less stress by owning the SPY or even WMT. SHAK is up about 80% since IPO and has had three 60%+ drawdowns and a few 40%+ drawdowns. In 2021, PTLO went public and while it was more of a regional thing it was beloved enough that people thought the concept would travel well and spread to other areas. It went up some initially...and then has proceeded to lose 90% in pretty much a straight line. Needless to say, it didn't travel well. BROS has ultimately gained against a weakened SBUX, but how any people sat through the 70% drawdown from the 2021 high? Nobody's saying SG is going bankrupt, it's just the experience of owning a premium restaurant concept that does well when the economy is doing well and is something you want to not be anywhere near when it's not. SG's history as a public company: -90% drawdown off the 2021 IPO, +560% off the 2023 low, then now down 83% again. While not apples-to-apples, for all the hype over SHAK you've had 10 years of volatility and not much to show for it. What's keeping the next 10 years of this being "the best of times, the worst of times?" like it has been as public company - huge volatility and great if you can catch the bottoms but not something that's ultimately a good long-term holding? The K-shaped economy situation you mention is important and while *perhaps* temporary I wouldn't handwaive it away - how long does that go on, how much further does it spread? CMG is down 40% this year, CAVA down 62% from its bubble high earlier in the year. It's not just a SG issue. "There is a massive "Trade Up" happening where people are leaving generic fast food for "clean eating." Sweetgreen is perfectly positioned to capture the demographic that views lunch as a health investment, not just calories. " I think this is a smaller audience than your thesis needs it to be. "The biggest bear case right now is that Sweetgreen is just overpriced "slop" that consumers are abandoning. " I don't know that it's overpriced slop but there is a price point for anything where enough people are going to start to seek alternatives/trade down/etc. There is absolutely a price ceiling for salad bowls, burritos, whatever where you will start seeing people say no, or cut back. If you like restaurant automation, you may want to take a look at Circus SE in Germany (I'm not long but something you may find of interest.) I don't see SG as a zero and I don't really think I've seen a lot of people online who do - I just think the reality for this stock is that it's going to be something that does well when times are great and it's not something you are going to want to own when times are less than great unless it's down massively and you think you can pick the turn in the economy.

Peppertheredfox

SBUX LULU ULTA TARGET. Slut ETF gonna moon this quarter

dangernext

Ok tmrw on my Christmas shop list NVDA GOOG RKLB SBUX

ender988

So what you’re saying is I should probably sell my SBUX bags.

Merchant1010

Damn! CMG and SBUX higher than NVDA, eye opening stats bro.

dangernext

SBUX auto buy at 75 for years now lol

symplton

Year end selective coasting unless: CSTCO drops below 860 SBUX hits 75 Any price movement more than 5% in a kneejerk chippy maker I'm long for.

RaspberryPavlova126

Go for a fractional share and you can even make that a lesson this year, if you wish. Or, and I say this as someone who went through these learning stages with my own kids - the next logical lesson is a basket of stocks (ETF) and you buy them an S&P500 (fractional) share like VOO or whatever your brokerage has. Alternatively, if you want to stick with individual stocks they can relate to - Wendy’s is super cheap and you don’t have to buy fractional. Nike, SBUX, I mean even Roblox or Microsoft or Netflix (you didn’t mention their ages, so I’m giving a range of ideas).  And speaking of dividends - one of my kids was tickled pink to yell “Yo, Verizon, I own your stock” at every store we drove by… for months 😂

culturefan

I still own SBUX. Up 190%

BrandonLeeOfficial

You douchebags boycotting SBUX obviously haven’t enjoyed their seasonal Caramel Brûlée Latte. **Get on the right side of Christmas, you sacks of shit.** #🎅🏿🎄

Prudent-Corgi3793

Imagine paying a PE of 55 for SBUX and thinking that AI is the bubble. 😂🤣

dbasea

He typically targets wide-moat, cash-rich compounders with a temporary overhang, so I’d handicap DIS or MA/V first, with ADBE and maybe SBUX/NKE as outside shots. You can find more on how to vet these and manage risk at mr-profit com.

deevee12

Dying millennial trends starter pack: DIS CMG SBUX TGT LULU

BrandonLeeOfficial

SBUX too high. Fire the CEO.

OkComfortable

Vending machine water is $4 so I walked over to SBUX and bought tea for $6 and water.

bzl33

TGT is down to 2015/2016 prices. LULU 2018 prices. NKE 2015 prices. SBUX 2019 prices.

SoberDrunkGuy

SBUX new CEO is the guy who took Chipotle to a gazillion dollars.

Kantmzk

"Buy what you know" as laid out by Peter Lynch certainly relies on investigating the financial state and balance sheet of a company. Most people think it simply means something along the lines of, I like Starbucks coffee so I will buy $SBUX.  Realistically, those people should say: I like Starbucks coffee, let's see how it is performing, okay its numbers are trash, nevermind, how about x, y, z...

Extension_Degree3533

They are trading at a 53 PE ratio, which is like 40 if you account for restructuring costs, but still!!! EPS from 2023 to 2025 is 3.6 -> 3.31 -> 1.63......so less than 50% of EPS from 2 years ago. Their earnings in 2016 were $2.8B ($4.88B EBITDA) with $1.9B in net debt. 2025 was $1.8B earnings!!!! So to play that back to you **they had a 0.39 debt/EBITDA ratio in 2016 and were trading at 27 PE ratio. They are at 2.1 ratio today on two years of declining earnings and trading at 40 PE ratio.** Are they tech? No. Are they introducing some state of the art or new-wage innovation? No. Can they pivot their business plan or product offering significantly now? No. Can at-home technology improve? Yes. Are local suppliers swarming the main street coffee scene? Yes. You go ahead and buy starbucks at 40 PE ratio when they were $300m negative cash flow this past year on a 2.93% dividend. Remindme! 1 year "How is SBUX doing?"

Metacog_Drivel

If you're buying LULU, UNH, CAVA...maybe throw in SBUX or NKE too. Please just give up. Right now, just give up.

Sea-Palpitation-5161

Thoughts of SBUX pricing at EOD?

Sea-Palpitation-5161

got puts on SBUX for $5 so I'm gonna see how that plays out tomorrow

1bizzyone

Traitor Nicol at SBUX couldn't stop the workers from rebelling, next he will cut the dividend

Happy_Discussion_536

SBUX is completely fucked. 4% of their baristas are striking on the most important holiday of the year, right as same store sales are finally slowing down the hemorrhaging.

Happy_Discussion_536

SBUX is completely fukt. 4% of their baristas are striking right as same store sales are finally slowing down the hemorrhaging.

Extension_Degree3533

I mean literally every non AI / tech stock is hugely overvalued. SBUX trading at 40 PE ratio on crumbling earnings, selling off China venture, huge debt. ETF diversification is effectively keeping companies like that hugely overvalued. SBUX should be 50% of what it is. There are hundreds of other companies like that.

Extension_Degree3533

SBUX puts

OkTax379

SBUX short

B0DAK_KLACK

Phil? Philly Stonks? Ol’ Phillip Stonkington IV? Ya know? Everyone knows Phil. I just got off the phone with ol Philly, he said markets going up! Buy rivian (RIVN) and buy Starbucks (SBUX) !!

Sandvicheater

SBUX selling those viral regarded bear shaped coffee mugs might be the golden ticket to saving this failing coffee company.

Uisce-beatha

In which case I'd still bet against SBUX long term. The people that drink coffee and tea everyday no longer go to SBUX. It might still do well in suburbia but even rural towns like where I grew up have two legit coffee shops in town. SBUX opened the door to better coffee to the US but at best it's stagnant

mixedTape3123

SBUX 92C Exp 11/14

arbitraryBlue

Come on SBUX, hit $90 today please

MeMeStOnKsWiN

SBUX used to be lined out to the road by me, now there is never a line. There is a reason it has been on a 3 month downtrend.

csr8765

SBUX is finally breaking through a 3 month downtrend line if you want a solid play. I’m going further out with atm leaps

whib96

You see boys the truth is? SPY IS NVDA NVDA IS the entire american economy AAPL somewhat too See in 2008 all the stocks went down and that caused a recession, stocks are the economy. But in 2025? No, a stock can tank and SPY? Oh yeah, doesn't care If NVDA tanks you have to understand Cell phone towers will ignite The huns will come from far away lands, and they will be ready for a fight women and children will scream in the streets All order? GONE NVDA is everything, and it MUST go up HD? boomer shit no one cares NKE? What's that? BA? Who cares there are cars SBUX? How about you sbux my NVDA is everything! 🚪 🚶‍♂️

AntoniaFauci

Lost in the noise has been Dutch Bros. They continue to just quietly report good news, double beats, raised guidance, strong progress. The market is sleeping on them, or worse, thinking they’re floundering like QSR or Starbucks. They’re ahead of plan with their huge expansion. 150 Oregon stores expanded to 900 stores in 20 states as of last year. Today they’re at 1,088 stores in 24 states. Plans to break 2,000 stores in 3 years. Most such massive local-to-national expansion come with crushing debt, but not for BROS. They have health ongoing profits even as they expand at a fast clip. They own many of these stores themselves, which is great because corporate owned stores are turning the best profit and 7.4% same store sales growth. For comparison, Starbucks is shrinking and closing stores and firing the workers they said were vital to ever turning around their decline. Dutch Bros have the home town feel and customers love the value and brand. Operations are clean and straight forward, which means they can continue efficiently, or benefit from modernization. Either way is a win. Being in coffee and smoothies and energy drinks and snacks is good diversification. Over and over, BROS stock has been hit by erroneous association with things like CAVA and SBUX and the restaurant implosion and overblown worries about coffee commodity. I was here begging people to buy it a week or two ago at $43. Just returning to its mean from earlier this year gives a $90 PT. The one bear thesis is on valuation, currently around 100x. But experienced investors know this is normal for regional-to-national breakout stories. They grow into the value multiple, and BROS has certainly done that. Going from 150 to 900 to 2000 stores means the stock actually gets *cheaper* as it’s going up.

arbitraryBlue

i just want SBUX to hit 90 so i can get out of these calls

Virtual-Moose5921

#Recession is in on Main St, SBUX like CMG like any $15.99 salad chain LMAO🤌

DoubleFamous5751

I got long SBUX today after having a dream about it and the chart looking sexy https://preview.redd.it/k9zgq48cmxzf1.jpeg?width=1170&format=pjpg&auto=webp&s=1d3e279c88939becca55a5249cf19f4187cd87ac

LouBricate

I made this mistake with Starbucks (SBUX) for similar reasons. $25,000 --> $32,000. My uncle tried to tell me to hold onto the profits as "free shares" I liquidated EVERYTHING. Now those "free shares" would have been worth $510,000. Moral of my story: Hold onto free shares indefinitely. We currently hold 4300 "free" shares of NVDA. On paper the position lost $170,000 this week. Don't care. It could go to zero and we still made money and have bought other positions with the original proceeds. 💲 GOOD LUCK 💲

Old-Commission2782

SBUX green in a sea of red 😂

Sandvicheater

Markets are irrational but rarely regarded SBUX up 4% because of a fucking meme bear shaped coffee mug.

Wall_Solid

I hate SBUX and what it does represent, overpaid CEO and shitty product, enough for me to short it

waliving

SBUX is still a great buy and hold

2Hosslovescash

How ironic that SBUX is selling Bearista cups…

wilydingus

Buy end of week puts on SBUX now, I can feel it in the gay air. No one has jobs, strikes coming, its startin to dip again bb

mtnrnnr802

Are you comparing BULL to SBUX

Happy_Discussion_536

Feel bad for SBUX CEO. Finally begins sorta stabilizing same store decline. Bad but it seems like there might be light at the end of the tunnel. Then Barista union says "hell naw we gonna fuck you up with a strike!"

wilydingus

Puts on SBUX? Union workers gonna strike on 13th of november /red cup day. Announced an hour ago, but idk how many of them are union workers. Seems smaller percent but cover alot of stores. I bought puts but I think SBUX overvalued too, I stacked some this week and next week expiry puts, but probs regarded tbh

Several-Parfait3885

What about SBUX Puts ? Selling the majority of their China business means their growth story is over ?

gummi_eater

they know what they are doing, unlike SBUX.

johnny2much

Dec 4. Tuesday : CIPH. Dec. 19 exp. 25.00 calls I’m looking at 50% gain profit . Today . Nov 4 BABA . Ali baba Dec 19 exp. 170 calls price 9.00 Goal : 50 % profit Nov 4 Tuesday Buy Starbucks SBUX Nov. 21 exp . Put 80.00 goal: 50 % profit

waliving

SBUX looks like a good buy to hold

EyePuzzleheaded4650

Hot take: this isn’t “selling the furniture.” It’s SBUX finally pivoting. The whole “premium third place” thing was getting dunked on by Luckin’s fast/cheap/app-first model and they were bleeding share. The $4B is whatever — the real story is the partner. Boyu brings two things Starbucks can’t spin up fast: legit local + digital chops to go toe-to-toe with homegrown players, and real political juice to navigate regs and de-risk a 20k-store push in the middle of US–China drama. So yeah, they’re swapping a faltering 100% hold for 40% of something with a real shot. [https://offtheclockguru.org/2025/11/03/a-strategic-analysis-of-the-starbucks-boyu-capital-joint-venture/](https://offtheclockguru.org/2025/11/03/a-strategic-analysis-of-the-starbucks-boyu-capital-joint-venture/)

LargeSinkholesInNYC

SBUX is a buy at $30.

Fineous40

SBUX

TempestDrive

My day is ruined, I went to Starbucks only to find out my favorite seasonal drink is discontinued. Puts on SBUX

NiceJobSon

At least that’s positive, look at the 5 year on SBUX.

rrk100

To be fair SBUX has been cooked for a long time.

Acceptable_Job2103

Short SBUX. Potential gamma squeeze around the 75-80 range. Stick it to coastal elites that shoved $6 lattes down our throats while underpaying staff and becoming billionaires in the process

WrongThinkBadSpeak

Puts on $SBUX it is

Sandvicheater

SBUX still down YTD, what not enough white girls buying overpriced coffee anymore?

bitorontoguy

>It's screwing over everyone except the short-term shareholders and executives You are in WSB. This is place of the short-term shareholder. >The former CEO left because he know the stock price couldn't be maintained He left because SBUX paid him a ton of money because of how much shareholder value he provided at CMG. These anti-capitalist arguments are so uninformed it's charitable to call them drivel.

bitorontoguy

WHAT?! SHILLING FOR BRIAN NICCOL?! Wow, you just hate CMG because you're a Niccol bagholder now and want me to buy SBUX instead since he left. Nice try shill.

ayashifx55

Amid of all this dump and big market red, SBUX is green from red PM LMAO!

CommandRude2503

Brought aunt in hospital and missed the opening...how fucked are my SBUX call now?

ayashifx55

wtf everything is dumping like crazy. Even google and then you have SBUX that is climbing back up

d33p7r0ubl3

Why they got the SBUX ceo on CNBC right now? As if people care about this dumbass company. These clowns need to be interviewing the Zuck or Nadella

ayashifx55

wtf everything is dipping but SBUX recovered a lot of the dip

gib13343

SBUX bwaaaaaaahahahahahahahah

BeatenbyJumperCables

SBUX to start selling Tylenol infused latte beverages. 🚀 🚀

gib13343

SBUX 🤣🤣🤣

gib13343

SBUX bleeding a slow bleed

lurker165473

#CMG and SBUX puts printing LMAO 🤌🤌

gib13343

SBUX nobody likes you. Your earnings suck your guidance sucks and people don’t want to buy your product.

gib13343

SBUX had dogshit earnings, wish market would drop it so my puts can print. Who still buying this are they stupid

ACiD_80

But wtf was that $SBUX spike..

jmc774

Did the SBUX ceo spam the n word on the earnings call or what

ballmode

SBUX and CMG disappointment 

OutOfSeason_4-1_Joke

My point still stands I feel. Is "Becky" scrolling through Am I The A Hole while waiting to sip her SBUX and getting ads for KMB products? (That she wouldn't already order through Amazon or anywhere else?) Who are the 'rich' Reddit is reaching with their F tier intrusive ads? Having said that. Still hope for the best for anyone touching this stock but I am not convinced and would appreciate any decent real world metric that would convince me otherwise.

brizzario

SBUX is up. That's a good recession indicator.

Kantmzk

I would not touch $SBUX with a ten foot pole.