SBUX

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

Rude_Assistance_4386

Chad Becky (SBUX) vs Virgin Vlad

United-Hearing-8286

SBUX thank you

log1ck1717

I own SBUX as well for the Valley girl special

Shoddy-Violinist-608

Valhalla as in Charlie Kirk? SBUX calls ig…

Far-East-locker

# Consumer |**Ticker**|**Dec 22, 2025 Price**|**Apr 28, 2026 Price**|**% Change**| |:-|:-|:-|:-| |**AZO**|$3,391.50|$3,577.91|\+5.50%| |**CVNA**|$155.00|$210.40|\+35.74%| |**CELH**|$48.20|$55.60|\+15.35%| |**SBUX**|$92.40|$98.67|\+6.79%| |**DKNG**|$42.10|$49.30|\+17.10%| |**UAL**|$65.20|$78.45|\+20.32%| |**RL**|$185.00|$212.30|\+14.76%| |**VIK**|$35.40|$42.10|\+18.93%| |**Category Average**|||**+16.81%**|

Rude_Assistance_4386

Searched "SBUX" on Reddit to try and get a read on a gamble for earnings. Like the 5th result from the top is a post in the Mental Health sub titled "My will to live is diminishing", from a SBUX employee One above that is a post from another employee trying to sell their SBUX shares for "emergency cash" If they're fucking their employees over so bad it's making them broke and want to die, that's probably bullish for the stock right?

Inside-Brush-9543

homeless using SBUX WIFI but has 2 million in the bank

Uniball38

SBUX has an 82 PE, $112 Bn market cap and did $40 Bn in revenue last year. Doing the simple math on your numbers should tell you theyre impossible: $150 Bn market cap and 83 PE means you did almost $2 Bn in earnings. Revenue needs to be at least that much

run_midnight

SBUX has an 83 pe, $150 B market cap and only 1B revenue

run_midnight

Yeah, that's why I'm saying $0.5 T by 2030 with a PE of around 40 ... For it to have a $1 T valuation it'll need a PE over 80, which is possible (other companies have that, SBUX has a pe of 83 on net income of 1B and pretty much no growth)

run_midnight

Take DoorDash for example, they have a PE of 83 and you annual rev growth of 28... Or SBUX, they have a PE of 83 and annual rev growth rate of less than 3% BROS, their PE is 85, with a annual rev growth rate of 28% Lastly, AVGO's PE is 79 with a annual rev growth rate of 23% ... All I'm trying to say is that it's possible, not that I believe 100% it'll happen. It's not unheard of for tech to have crazy multiples. Right now they just don't though, while since other companies do.

AsgardWarship

The deal should be Iran can keep their HEU but has to allow American businesses in like KFC, McD, SBUX, etc You cannot bomb people into submission. You have to target their hearts. It is kind of like how Kuwait was a normal country but after the Gulf War they got hooked on American fast food and have an obesity rate just as high at the US now. Send in Colonel Sanders, Captain Crunch, and General Tso to finish the job in Iran

Report_Last

Iran is only opening the passage behind the island that they previously announced as the "official route". The open waters of the strait may be mined, and one Iranian attacking one vessel in the middle of the strait will blow this up, If I had not gotten murdered buying puts on SBUX a month ago, I would be shorting the hell out of this market. This is a long way from over. IMHO!

Old-Commission2782

Market going down but SBUX going up. Yup, makes total sense!

ihopethisworksfornow

It’s honestly fucked that Starbucks serves mobile orders before people actually in the fucking store I’ve been waiting 15 minutes for a god damn black iced coffee Puts on fucking SBUX

Xzlk

HSY probably continues to be a great short. Still waiting on SBUX to work as well. Commodity stagflation is fully underway. Not sure how I’ve been wrong on SBUX.

Stock-Connection7202

I used to be in this Discord. Here is my experience: The levels are good, some of the members are knowledgeable and have kept me out of bad trades and allowed me to be a part of good ones. The same can be said for other discords also. After observing this one for a while, I noticed he started raising prices aggressively around the time he began building his home and sports car purchases, which felt a bit odd and is just not a good look. Looks like it is now up to $200/month. It’s become clear that he’s shifted more toward being a content creator and affiliate marketer rather than an active trader. It seemed he tried his hand at being a "rich lifestyle" creator posting car and watch videos. His personal trading activity has dropped significantly—he went from daily gains of $5K–$50K+ to barely taking trades making $1,000. I understand his incentive: he has a profitable creator/marketing setup now, so taking big risks could hurt his credibility. Money is coming in so all he has to do is not lose it by trading which you can tell is hard for him. He now does special courses on Wednesdays so there's no live trading for members then. He's hired 2 other guys to pop in and out of the voice chat for 1-2 hours. The aggressive girl with poor speaking skills he had on Wednesdays previously has vanished, also odd. At this point, it seems less about actively trading and more about maintaining the appearance of trading for members. A $7K red day for him is a lot of monthly membership $ gone, he honestly probably despises having to trade sometimes. He’s also begun promoting affiliate links (like Kalshi), framing it as “out of curiosity,” while placing small $50 bets on whether SPX hits certain levels during the day—which is a waste of time frankly. We know what Kalshi is, we don't need a tutorial on how to make a few bucks. He’s switched brokers and charting platforms multiple times now after using the same setup for years, each time offering discount links because they are good platforms of course. Now he’s selling coffee with a reward points system so you can “level up” your trading. This is when I decided to make my exit. If I want coffee I'll go to Publix, SBUX, or wherever. I don't need my options education discord pushing "craft" coffee. This guy is a pain to listen to also. There is constant mentioning of "soaking up" upside market moves with the long term when he flops on big green days. Long term portfolios are for the long term which is 10-25+ years from now. You haven't "soaked up" anything until the day you sell yet he tries to claim this as a win to discord members because he recommended everyone get a long term portfolio years ago. Market is up 1% so we won today right guys? He also forces you to listen to music WHILE actively trading, if you don't want to hear music, you can't hear what is going on because things move too fast for him to type in the chat. The unprofessional tapping, dancing, whistling, awful singing, and worst of all throat gulping swallowing noises every time he takes a sip of water. He uses the break and retest strategy though I think he is so distracted by the other nonsense that he has not been executing it all that well. My guess is that he took a massive L or a series of smaller ones that added up that we don't know about right in the middle of his home build so he has been forced to reset to smaller positions and trying to squeeze every penny out of any discord member who is willing via t-shirts, hats, coffee, and affiliate links. Actually watching him trade and make 4 or 5 figures daily was exciting, I'd pay for that all by itself but this discord has turned into what I try to stay away from. Hopefully I saved you $200 in trying it out. Good luck.

E39_CBX

gonna do a SBUX run you guys want anything

Latter-Yam-2115

Same story in India where SBUX offering and price really don’t make sense. Growth has slowed, the chain is loss making

Awkward_Guess4031

the issue is their products just aren't that interesting - lack of innovation/design etc. Adidas and others have been eating their lunch for years. for a turnaround story i would rather buy SBUX as the CEO is better and has a track record of turning around companies in that sector. Nike is dead for awhile.

readyreadyreadyready

Down 10% this week. SBUX to $70

Frosty_Promise8050

People, there is a god. My SBUX 87P 0dte is ITM.

HanzDiamond

it's a cult like SBUX and chipotle. Bullish and long.

Frosty_Promise8050

My diversified option strategy is working. SBUX sucks! Bye bye!

Charming_Raccoon4361

iran wants democracy, SBUX and macdonald

Scary-Oven8260

CMG NKE LULU SBUX were traded at high multiples before. It will get normalized in the end

Frozen_Shades

SBUX endures

shmito17

SBUX on a day like today? LOL

Defiant-Fee-7550

NFLX is recession-proof. $8/month. On the other hand, Airbnb owners / Disney Land / cruise lines / SBUX are about to get clapped 😦🤌

SwedishFish123

SBUX coffee made my asshole bleed, should be below $100

SwedishFish123

SBUX below $100 cmon

BeautifulAuthor9167

It’s the battle between "getting rich" and "staying rich." Identifying the next NVDA is the dream, but as you noted with NKE and SBUX, even blue chips can lag for years.

MrLebouwksi

SBUX 6/18 $95 poots or $105 calls? I'm gonna go with the first answer.

sitkaocean4444

I can’t believe SBUX is above 100 again. All they have been doing is losing market share for the past year

sitkaocean4444

SBUX above 100 is an easy short. They’re up because of beyond meat at SBUX stores? I thought we realized that shit wasn’t popular

Additional-Season207

I own 5 stocks. Companies I'm familiar with and use. RDDT, SOFI, GOOG, SBUX & LIFE. All companies that I believe will be worth multiple times what they are now in 10-15 years. In the case of Google I do anticipate a breakup (like GE) at some point in that time frame. The other company I'm very interested in is CRCL...the issuer of USDC and EUDC. I've listened to their CEO a couple of times, looked (fleetingly) at their financials and have a feeling they are going to be important in the way money moves (think instant settlement for transfers) in the future.

Xzlk

Not sure I’ve ever felt more confident in a short than SBUX here

silverfutes

Global domination is bullish AF, calls on $SBUX

miata_only

I put a packet of hot chocolate mix in my drip coffee and it's like a mocha from $SBUX but doesn't cost 8 dollars, you guys