SBUX

Gorgenapper

https://preview.redd.it/s04v1n31d1kh1.jpeg?width=3000&format=pjpg&auto=webp&s=04947821e5cbe6f89cd04656e06c78191a31aa0f Starbucks in Japan is another level, the ones we have here in NA serve pig slop by comparison. Puts on SBUX, not financial advice.

Spac55

NKE, can go 100 easy like SBUX, DIS

vandalizethethief

Yeah, invest in what you know. I get it, it’s a core tenant of Buffett & Peter Lynch even for individual investors but if you’re still holding SBUX I would ask, why? I did the same thing minus the kids. AAPL (pre-iPhone), RDDT IPO, Micron (sold WAY too soon this cycle) but no regrets same with AMD. Microsoft took 17 years to make a new high after the dot com bubble. So if you held MSFT all that time that’s an awful investment. Opportunity cost and all that.

vandalizethethief

SBUX? It hasn’t moved in 3 years but I imagine this was before that.

svezia

Get married, make kids Then Ask your kids what they spend their money on or what their friends spend money on SBUX NFLX NVDA SPOT And pay attention to changing trends Kids are your best investment

svezia

Ask your kids what they spend their money on or what their friends spend money on SBUX NFLX NVDA SPOT And pay attention to changing trends Kids are your best investment

Wise-Belt9180

Sooooo….. screw the people who work at Starbucks? No one from Congress bought SBUX recently? Maybe they bought puts? Hope about don’t elect presidents who are compromised by foreign governments, I mean even if you like pedos just get one who isn’t so easily blackmailed

nycimt

Im already in SBUX 110 for 8/21-8/28 but I think it's breaking out

nycimt

Get your SBUX calls ready. nfa

Xzlk

SBUX confuses the shit out of me. I get betting on the turnaround, but you don’t bet on turnaround at 60 times sales? And slowing growth. What the fuck is this😂

Zealousideal-Bug310

Who is going to tell him about SBUX?

hillbilly-edgy

Give the strong consumer sentiment we’ve heard form consumer facing companies like CMG, Every darn apparel company, SBUX etc - I am shocked. May be it will show up in next quarter’s earnings ?

Sufficient_Habit5091

Good for them. SBUX needs to be driven out of business.

arbitraryBlue

3/4 this week so let's keep it going (who knew SPCX was actually going to dump lol) SNDK calls because where else are you going to store all that porn? ELF puts because it already ran up and I don't think the top 10% of spenders can carry the boat further. RDW calls because it has red in the name. CLEH calls because I just keep drinking that shit. DDOG calls because ANET beat. It ain't listed here but BROS calls. The young kids go there to get their sugar and SBUX also went up after earnings.

VolcanicCupid69

Buy a jura…..better coffee than SBUX and ROI is under 12 months. Had mine for 4 years and have bought almost zero coffee out other than traveling

WickedSensitiveCrew

I clearly gave the exact time frame January 2021. It wasnt just GME it was 50 stocks. Other stocks locked out during that time period were RYCEY, AMD, SBUX. I actually looked it up and [there were debates](https://www.reddit.com/r/Amd/comments/l8xbqi/robinhood_limits_buys_of_amd_stock_to_1_share/) about how this was legal back then too. Still no idea how it was allowed.

ThinkingOfTheOldDays

entire SBUX move erased. good for my stupid short position

Nemo-pluribus-unum

Silicon diocide in coffee, SBUX already catering to AI? Lol

Cosmorto

SBUX new CEO never really struck me as someone extraordinary, but he played it safe and implemented some common sense policies regarding customer service. The stock has performed well despite worsening consumer sentiment

verified-trader

**BanBet Won** — /u/ThinkingOfTheOldDays (2W - 0L, 100%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **SBUX** ▼ | $111.80 → $110.68 | -1.0% | 30m | Won |

verified-trader

**BanBet Created** ▼ | **Record:** 1W - 0L | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **SBUX** | $110.68 (below) | $111.80 | -1.0% | 23h 60m |

ThinkingOfTheOldDays

!banbet SBUX 110.68 1d

aftherith

SBUX doing well. Rich girls gonna keep being rich.

BarbellPadawan

I went to SBUX today for the first time in a few months. That’s probably why their ER was so solid.

Hellmale

SBUX will save us tomorrow

ThinkingOfTheOldDays

fuck, blasted on SBUX short

ThinkingOfTheOldDays

success on ARM long. Let's see SBUX short.

ThinkingOfTheOldDays

long ARM short SBUX

JellyfishFestival

How is SBUX only making 4% margins on coffee for what they sell it for

ap1618

When SBUX is green in a sea of red, you know the market is garbage

King_Kong_the_third

SBUX decided they rather vibecode their SaaS then pay 400M a year, luckily people quickly realise it's not gonna be done in an afternoon and a bottle of coke and a pizza

SurfWookie

I like my coffee like I like my investments, Artificial and Non-intelligent, i.e. folger's crystals. SBUX can fuck right off.

optionstrategy

Puts on OP IQ, puts on SBUX, calls on IBM and MSFT.

Aggressive_Pen_6540

Can we make SBUX the new SNDK please

BarbellPadawan

SBUX has a pretty good corporate stock allocation program

Sufficient_Habit5091

Last two times I went to an SBUX the coffee was literally cold. How is this company not bankrupt with how ba service has gotten.

Exquisite-Load8654

They did recommend SBUX to me many years ago at around \~$40. Closed for a +100% gain a few years later.

Spac55

$CAT, is it an AI company ? $NKE also an AI company. Those worker using $CAT tool, using Nike shoes too. $PLTR $SBUX , $IBM , $GOOG , All AI company or not ?

Spac55

$CAT, is it an AI company ? $NKE also an AI company. Those worker using $CAT tool, using Nike shoes too. SBUX , IBM, GOOG, AI company or not ?

Spac55

Today $CAT is an AI company $NKE also AI company $CAT worker using $NKE shoes to dig holes for datacenters , can we think like that then pump NKE like $MU, $SNDK Also those worker drink coffee, means $SBUX is an AI company like CAT

alternativepuffin

Smart move. Charlie will remember you whether he goes to Mars or goes on a full tilt kill spree in that SBUX after losing his ass. Win win.

United_Value_2216

After my SBUX puts today, I'll outside a SBUX with an empty cup.

Bull_Panther

Why does SBUX keep pumping?? Yall like paying $9 a coffee or something??

Lower_Skin_3683

those betches still waiting in line at the drive thru at SBUX lMFAO

Prudent-Corgi3793

XRT -7.63% total returns over last 5 years. Here are some bagholder stocks and ETFs that have outperformed over the same time period. NVO +16.25%, F +28.69%, GM +33.74%, SBUX -3.98%, BND -0.00%.

Report_Last

And yet the one stock I am holding OTM puts in, SBUX, went up. Go figure!

Castopliani

What else should be in white girl ETF? SBUX LULU VSXY

sylphvanas

Literally every stock and crypto on my watchlist has been dumping nonstop since open while SPY recovers. Make it make sense. Looking at you NFLX, SBUX, T, CRM, MSFT

vodkasniffer

Bought SBUX calls today. Help a brother out and go get a Matcha Grande tomorrow

jerm2z

With summer coming up, it might be a good idea to invest in the White Girl Index: LULU SBUX EL ULTA TGT VSXY DIS

sylphvanas

All you AI and tech regards getting rekt while WMT and SBUX gigachads laughing to the bank today 🤡🤡🤡

patricio87

Guy in front of me at SBUX ordered a triple espresso

VhickyParm

White girl index is back EL FB LB LULU NKE SBUX UAA ULTA VFC

Spidaaman

WMT and SBUX? Just admit you don’t know anything and buy SPY.

w0nderbrad

What you mean? SBUX been hovering around all time highs for a while. Wait til they announce AI baristas in partnership with AMD and Tesla Optimus. Gonna be $350

Beginning-Fig-9089

SBUX rolling out Grande Language Models

Upset-Kaleidoscope45

VOO called me once at 2AM with a catastrophic sewer backup. Totally gross, that brown stuff all over the wall wasn't SBUX.

Coloradospruce33

MU gained $200 billion today. DIS has a market cap of $180 billion. SBUX $110 billion. 😝

horrorhoney

SBUX? Solid dd. Go long 😅

Inst_Sock_Sales_Rep

SBUX coffee + creatine + peptide will get you wired and fucked in the morning 

Candid_Payment_4094

Which non-tech company will pivot to AI/Quant? I need a 10x bagger. We've had a shoe company. We need something that'll call the top of this bubble Throwing some out there: * MCD/SBUX: Everyone uses Ozempic nowadays * CCL: When inevitably the next virus rolls around

Unfair_Adeptness_838

SBUX and DDOG are still printing lol

Coloradospruce33

BROS is the new SBUX with cooler cups

arbitraryBlue

Time to rotate from chips to coffee. BROS and SBUX calls

Constant_Tomorrow_69

I mean it's not that far off from SBUX...except they use the cash from gift cards rather than bookings.

Unfair_Adeptness_838

IBM, MSFT to zero, SBUX to infinity

silverfutes

Way to let the cat out bro, now they’ll be selling pumpkin spiced flavor at SBUX.

27onfire

SBUX the new WEN? The company is now offering bonuses to baristas if a dozen different metrics are met each quarter @ 300 per. Probably a lot more comfortable giving handjobs out in an SBUX bathroom though I do admit a lot of the allure is lost.. 

hey-coffee-eyes

Calls on SBUX

ThanksDependent1001

(Not a licensed advisor) But I’ve been wheeling KO, SBUX, PANW for more IV.

SuspiciousStable9649

Long term yeah, SBUX is net up since.

kindrudekid

I had an offsite a while back. Few of my colleagues from out of country from asia, eurpoe and middle east went out of their way for SBUX. I got family that think SBUX is this holy grail of place you must visit when on the road or about to have a long day. They are not gonna reduce prices at all, for every 1 person it thinks it is an over priced and junk there are 10 more that either simply go for the vibe or its just convenient to them cause its literally on every corner. They really made a hook with their stupid rewards, it aint going anywhere

Salty-Passenger-4801

$3.25 for the largest hot coffee at SBUX btw.

TonyzTone

I didn't say it was terrible. I said it "kind of sucks." I've seen a common and increasingly more common issue where places are understaffed, but that's a comparative statement based on (1) when I remember Starbucks a few years ago feeling more "premium" and (2) compared to my local spots which give you all the vibes of a local coffeehouse that I enjoy. SBUX's value proposition is basically "coffee house coffee, at Dunkin Donuts convenience." Dropping prices to bring in more people could affect quality, and if they then increase operating costs by hiring more folks, the stock tanks. Maybe that would be a mild re-branding, but it won't be seen in financial statements for at least 2 Qs.

TonyzTone

I don't know. I personally am not a Starbucks fan at all, even if I do buy their products probably about 12 times a year. I find myself opting for them strictly out of convenience. Their app allows me to order ahead and there's a Starbucks on almost every corner of my city. Ergo, there's at least a few times where I need a drink or snack and they fit my schedule. Additionally, their convenience store drinks also factor into my purchasing from time to time. If I feel like yet another Red Bulls or Celsius might kill me, I'll opt for one of their canned drinks. How could SBUX get ***me*** to buy more? Honestly, the more chaotic my life gets and the more convenient they become, I'll find myself there more. Even still, I generally dislike their products compared to the dozen or so coffee shops/bakeries in my daily life. Caveat: I live in NYC, where coffee is abundant and there are plenty of spots in any given neighborhood with good coffee. I find that when I travel to other places in the US, coffee mostly sucks such that Starbucks ends up being a decent option.

sleepystockmarket

The OP is describing a well-documented CEO archetype in corporate history — the "marquee external hire who applies a proven playbook to the wrong context." It almost always ends the same way. The clearest historical parallel is \*\*Ron Johnson at JCPenney (2011-2013)\*\*. Johnson had genuinely transformed Apple's retail experience and was hired with enormous fanfare to do the same for a struggling legacy retailer. He came in and immediately eliminated coupons and sales, repositioning JCPenney as an "everyday low price" destination — basically applying Apple Store logic to a value department store. Same structural mistake as OP describes for Niccol: the playbook that built his reputation was precisely wrong for the customer base he inherited. JCPenney revenue collapsed 25% in a single year. The customer base — deal-seeking middle-income shoppers who had literally been trained to expect coupons for decades — just left. Johnson was ousted after 17 months. JCPenney never recovered and eventually filed for bankruptcy in 2020. \*\*Bob Nardelli at Home Depot (2000-2007)\*\* is another version: GE executive who financialised and cut costs aggressively, boosted short-term earnings, but let the customer service culture erode. Stock price \*underperformed\* the market for his entire tenure despite the housing boom. He was paid $210M to leave. The pattern OP identifies — margin recovery by degrading the experience that built the brand — is as old as brand management itself. The tragedy is that the people who hire these CEOs know the history and do it anyway, because the short-term metrics look great right up until they don't.The pattern OP is describing has a long historical precedent worth examining — the "extract and exit" CEO archetype has repeatedly damaged iconic brands. \*\*Howard Johnson's (1950s–1970s)\*\* is one of the clearest analogies. At its peak it was the largest restaurant chain in America, with nearly 1,000 locations. Successive management through the 1960s and 70s prioritised franchising fees and cost reduction over quality consistency. By the 1980s, the brand that had defined American roadside dining was largely irrelevant — not because tastes changed overnight, but because years of incremental quality erosion had quietly destroyed customer trust. \*\*Sears (1980s–2000s)\*\* followed a similar arc. Eddie Lampert's cost-cutting playbook after the 2005 Kmart merger is frequently cited, but the rot started earlier when management began harvesting the brand's real estate and financial services value while starving the retail experience. Each quarter looked defensible in isolation; cumulatively it destroyed one of the most trusted retail names in US history. \*\*Schlitz Beer\*\* is perhaps the most dramatic single example. In 1974 they deliberately cheapened their brewing process to cut costs and boost margins. Blind taste tests confirmed consumers noticed almost immediately. Market share collapsed from \~17% to near zero within a decade — a brand built over a century destroyed in roughly five years of margin optimisation. The common thread: these decisions look rational quarter by quarter. The operating margin improves, EPS beats, bonuses get paid. But consumer trust in a brand is essentially deferred value — you can borrow against it, but the loan comes due. By the time the market reprices the damage, the executives responsible have usually moved on. Niccol's situation at SBUX is especially interesting because unlike Schlitz or Howard Johnson's, he's facing the problem with the market already aware something is wrong — which means he has less runway to execute a genuine turnaround before credibility with investors fully evaporates too.The pattern OP is describing has a long historical precedent worth examining — the "extract and exit" CEO archetype has repeatedly damaged iconic brands. \*\*Howard Johnson's (1950s–1970s)\*\* is one of the clearest analogies. At its peak it was the largest restaurant chain in America, with nearly 1,000 locations. Successive management through the 1960s and 70s prioritised franchising fees and cost reduction over quality consistency. By the 1980s, the brand that had defined American roadside dining was largely irrelevant — not because tastes changed overnight, but because years of incremental quality erosion had quietly destroyed customer trust. \*\*Sears (1980s–2000s)\*\* followed a similar arc. Eddie Lampert's cost-cutting playbook after the 2005 Kmart merger is frequently cited, but the rot started earlier when management began harvesting the brand's real estate and financial services value while starving the retail experience. Each quarter looked defensible in isolation; cumulatively it destroyed one of the most trusted retail names in US history. \*\*Schlitz Beer\*\* is perhaps the most dramatic single example. In 1974 they deliberately cheapened their brewing process to cut costs and boost margins. Blind taste tests confirmed consumers noticed almost immediately. Market share collapsed from \~17% to near zero within a decade — a brand built over a century destroyed in roughly five years of margin optimisation. The common thread: these decisions look rational quarter by quarter. The operating margin improves, EPS beats, bonuses get paid. But consumer trust in a brand is essentially deferred value — you can borrow against it, but the loan comes due. By the time the market reprices the damage, the executives responsible have usually moved on. Niccol's situation at SBUX is especially interesting because unlike Schlitz or Howard Johnson's, he's facing the problem with the market already aware something is wrong — which means he has less runway to execute a genuine turnaround before credibility with investors fully evaporates too.

Skilledthunder

All the hate SBUX gets on reddit is starting to make me think it might be a good buy

ReDelleFoche01

SBUX needs to raise prices. I don’t want more customers at all. Every time I walk in, it feels like a campus cafeteria, with people working on laptops and cluttering the space. It’s hard to find a seat. Those are low-margin customers I’d rather see leave. It should feel more like a lounge—an experience geared toward affluent customers, or those who aspire to that atmosphere.

Salty-Passenger-4801

It's 1000% not $7. You're exactly right with the fancy customized drinks. I get the largest drip coffee at SBUX, it's literally $3.25.

Salty-Passenger-4801

Cool. So you paid upfront for 1,300 espresso shots at SBUX. Plus the coffee, plus the maintenance of the machine, etc.

Salty-Passenger-4801

I get the largest coffee at SBUX, it's $3.25.

PoolSmart582

SBUX will survive but I don't see a lot of upside. It's just not a luxury product (in terms of quality), and the Starbucks cafes near me are def not exclusive venues. Still, the loyal clientele will keep the company in business. Just not highly profitable.

ElegantNatural2968

The whole idea of SBUX is to reduce the number of customers. So the selected few feel important, special, high on their egos and pay more.

TonyzTone

Putting aside your questionable pricing data, a big factor into why SBUX won't reduce costs just to bring in a handful more customers is because by brining in more customers, they will stress their baristas out even more and the quality overall will suffer. SBUX already kind of sucks as an experience. The staff are pumping out drinks like crazy and luckily, they're simple enough processes that they don't straight up fuck everything up. But more and more places I visit are suffering from cleanliness and just general order. Imagine another 25% customers at every store?! Absolute nightmare.

arbitraryBlue

If SBUX belated, BROS is gonna beat too. Calls baby

traderbusto

I need to start doing strangles again. DIS and SBUX were great tickers for those a few years back

LakeShowForLife24

Went from 50k to 150k this week on SBUX and LLY. Tomorrow I’ll go to Starbucks, order a coffee, and tip $50. How do I thank Lilly? 🤣

callsonreddit

SBUX sent a $3 drink reward Thank god. I was thinking to sell my butt for some coffee money

Premium_Lover

different sector, but also SBUX valuation is insane

SwagginDragonborn

Is it? SBUX p/e is 80...

elisa_66615

People talk about AI stocks etc. Look at consumer companies like SBUX, loads of competitions around the world, really tough to be in such situation.

whospepesilvia

Any options on SBUX?

DarkR124

TY for not including SBUX. I wasn’t even aware and would have 100% got puts and would have been wrecked.

gentlesandwich

I'm salty af that SBUX puts won't print. Literally just trading western customers for eastern customers. No growth.

The_Alan_Greenspan

No way is this $SBUX redemption arc legit.

jsie-iaiqhsi816278

SBUX mooning on earnings means SPY 800 EOM becky is THRIVING

WendyDumpsterFire

But SBUX is doing well though

gentlesandwich

Literally who would buy SBUX right now. Rising gas prices hit low-income luxuries the hardest, and they're facing better competition. Makes 0 sense tbh. Not even salty, I'm just baffled by the stupidity.

GoZukkYourself

V, SBUX, and BKNG show that spending did not slow down in the 1st quarter.

Jesus-Musk

Can't believe I didn't buy SBUX @ 66