SBUX

Independent_Name_601

SBUX, Noosa, and Homemade Sourdough toast.

sailortyx56

I need a Wendy's in Iran before MCD and SBUX.

Former_Island_4730

SBUX

Adventurous_Worry791

Last chance to get cheap puts on SBUX before WW3.

cryptopolymath

US tax refunds coming soon with Big Beautiful Bill, calls on CMG? WMT? SBUX?

OSRS_YeeHaw

SBUX, LULU, MTN, CAKE, HELE, TGT all down this year. $BECKY etf failing in this economy. We're in a recession.

xgobez

Anybody with more insight into the industry know what can explain SBUX? Coffee company with a PE of 82.5

Unfair-Storage2267

He said the same about SBUX, and many others.

breadkittensayy

SBUX puts were too easy this morning. That garbage stock over 100 is an easy short every single time

arbitraryBlue

So I held SBUX calls damn near the entire year with no movement, but as soon as I sell them the stock begins to pump. Fml

Suitable_Air_2686

Oh man. META is getting a kiss of death after Uber, Nike and SBUX isn’t it? I literally bought it weeks ago.

Ok-Run-8643

How on this planet SBUX has a PE of 82 and people buy it ? How this coffe shop is going to grow so much? I just don’t get it.

Gam3B0iHack3r

SBUX calls are raking it in for me rn

Happy_Discussion_536

I see a lot of people crying about the college grad salary adjusted for inflation being the lowest in 6 years, down about -8% YoY. This is expected. AI & offshoring is going to make white collar, low knowledge, low skill grunt workers less needed. Meanwhile, the top performing and best white collar workers are doing great. Layoffs of people who already have jobs are extremely low. There is also a massive college degree bubble that is bursting. An unfortunate for profit and private education system with socialized losses via government backed loans. This is why we are seeing student loans at 16%+ delinquency while other forms are consumer debt have stabilized and fine. There is a huge mismatch of future need of office grunt workers and trades, blue collar work which is looked down upon but with soaring demand. We need less highly educated SBUX baristas. Electricians near data centers have doubled their salaries. A healthy and needed shift is occurring, not a bad thing.

AlfrescoDog

Might as well document this for transparency, for better or worse. These were the **prices for each contract at the time my post was published**. IWM Feb 11 262 Put: $0.18 IWM Feb 13 259 Put: $0.31 IWM Feb 13 256 Put: $0.17 TGT Feb 13 108 Put: $0.25 SBUX Feb 13 94 Put: $0.13 PNC Feb 13 227.5 Put: $0.20 USB Feb 13 57 Put: $0.05 XLI Feb 13 167 Put: $0.11 Look at the expiration dates. From the start, this is a very short-term play.

vanceraa

Job data or not these SBUX puts are printing. Up 80% already

vanceraa

picked up some lotto SBUX fuck it we ball

Gam3B0iHack3r

SBUX up 8 percent this week 👀

DefiantDelta

imagine seeing this shit at the store and being long SBUX https://preview.redd.it/s0tq1xerbdig1.png?width=2048&format=png&auto=webp&s=bc5688e1efd4d4f192de57b902a08944b43f3742

earthcomedy

[https://learntherisk.org/vaccines/diseases/](https://learntherisk.org/vaccines/diseases/) literally using govt data. but people will still deny. And a very high % (Def more then 65%) of Redditors won't click through and examine the govt data to verify, even though the link is right there on the page. Then there's books like Miller's Review of 400 Vaccine Studies, Dissolving Illusions, Moth in the Iron Lung as for masks...plenty of that too...but too bad one can't post images in comments. It would be easy then. I share this, but not gonna push further. Caffeine addicted brainiacs can't see the forest for the trees. And don't even know why they are mega addicted to SBUX, Dunkin, 5 Hour Energy, Rockstar, etc...as if that was always normal. Caffeine makes one stubborn, slower to change. Hell...vast majority don;t eve know caffeine is a pain killer and natural pesticide!

Academic_Level_3407

The problem with SBUX is they will do absolutely everything except make their coffee taste better. The entire place is machines making automatic mediocre coffee covered in sugar and syrups. Not a hand pulled espresso to be found. They’ll even add protein cold foam to their product to distract from the fact their coffee is absolute mud, and charge you an extra $2. Go to your local coffee shop and don’t waste money on SBUX.

RustyGriswold99

I'm not exactly sure what you're trying to argue at this point. Consumer staples outperforming during a downturn is literally the market agreeing with me, not you. Money rotating into WMT, KO, PEP, and MCD is a defensive move, it's investors saying "the consumer is under stress so I'm going to hide in companies that sell things people can't stop buying regardless of economic conditions." That's not a exactly a sign of a booming economy. Your original point was that stores are busy, stocks are up, and there's no reason to sell. If that were true, you'd see money flowing into discretionary and growth (SBUX, LULU, NKE), not into Campbell's soup and Pepsi.

Additional-Season207

My SOFI, RDDT, CRCL, LIFE tanked. Sold some SBUX and all of my SIRI that were pumping during the day to load up on those. Picked up a little more GOOG. Back to even for today...whew! Let's not talk about week to date.

TempestDrive

Hello everyone, if you frequented this thread for the past 2 weeks, you may know me as the guy who missed every earnings play thus far. Here is my track record for those who aren’t in the know: - SBUX puts: went flat (IV crush) - META puts: went up - AAPL puts: went flat, but bled up - CAT calls: went flat, but skyrocketed after I sold. - PLTR puts: went up, but I made profit after it plummeted today (thank God) Anyways, my next earnings play is ELF calls. Do what you will with this info.

ExtensionAdvisor9064

Chipotle stonk did well under a Niccol. Starbucks trying to do the same. CMG not so well after he left. We’ll see if he can pull it off at SBUX too.

Three_of_a_kind3515

So.. even SBUX reported a tick up in traffic.. first time in like a year… look up last earnings.. and CMG, well had an episode.. that they are recovering from… 🤷‍♂️ I can talk myself into just about anything.. calls for me.

AntoniaFauci

Days like today I like to look away from the dumpster fires and see what else is quietly on sale. BROS at $50 is a bargain. Consumer is allegedly OK. Institutional owners of SBUX are pumping the sector so desperately with media blitz that consumers might be Fed beverage ads but remind themselves they love alternatives like Dutch Bros. Stock hit $85 the last time we had actual data from them. UBER mid $70’s here may also be a gift. NETFLIX has won television, period. We see Disney flounder while NFLX core business is humming on 12 cylinders. Only overhang is the WBD deal, but it seems like every analyst has come around to see what some of us were saying here on day zero, that whether or not the deal closes is positive for NFLX. They continue to get huge viewership on laughably small costs for “sports and entertainment events”. Like skyscraper climbs, bar fights, single golf matches, etc. These are a steal compared to inking mega-billion dollar league sponsorships. Let Apple pay hundreds of billions for F1 while Netflix pays millions for Drive To Succeed. Averaging down on CNSWF.

Far-Requirement9180

PLTR CEO looks like the homeless guy who is opening the SBUX door for tips at Broadway branch lol

Foremole_of_redwall

I just burned the shit out of my tongue with hot coffee. Calls on SBUX.

Happy-Champion1661

bro is the biggest source of alpha in this thread \-btw with AAPL it did go down at first, I would have been able to profit off my puts if I sold. And SBUX was kinda scam pump, it did go down eventually what do you say about QCOM?

TempestDrive

Hello regards, I bought PLTR puts. Here is my track record this past week alone: - DIS calls (went down) - AAPL puts (went went flat, then up) - META puts (went up) - SBUX puts (went flat) - CAT calls (went flat, but sold too soon before it skyrocketed) Do what you will with this information

ihopethisworksfornow

This black tea lemonade from SBUX tastes weird

Gristle__McThornbody

Puts on SBUX. Just had a hot chocolate it fucking sucks. Can't believe people pay a premium price for their shit( i paid from a gift card that was given).

akaChadThundercock

This is a similar gross margin to $SBUX and $BROS. US margins are propped up by being unable to deduct any expenses. And even with those margins, only the one company that cornered limited license states has been able to achieve profitability.  If/when 280e is removed or especially if interstate commerce happens, expect these margins in US companies as competition drives price compression.

OrangMiskin

Why the fuck did I buy SBUX calls thinking that it would rebound. What a retard

OrangMiskin

SBUX already lost all it’s earnings pump lols

Least_Research_254

Who else is a beta cuck and playing SBUX “investor day” tomorrow morning? Worked for me once 3 years ago bound to happen ago (help me!)

TempestDrive

If it makes u feel better. This’ll only barely cover my losses from SBUX earnings

lifo888

SBUX candle is whack

AntoniaFauci

Starbucks results were sort of meh. They’re touting numbers from China because the rest were not interesting, yet they’ve sold off their China interests anyway. Niccols is overrated however there are so many greybeards and institutions from the past who seem determined to make SBUX rise again whether it deserves it or not. Similar situation with Nike.

arbitraryBlue

I gave you STX and SBUX so I'ma keep it going. MSFT, META, and MA calls. Now you might think about getting puts for TSLA but think about the concept of sex robots, therefore calls on TSLA

lipmanz

Woah SBUX positive NA comps????

the-real-batman3

I bought SBUX in Dec & sold bc I don’t drink coffee…20% since I knew it. Gut is always right

SalmonellaSteve

Sorry I ever doubted you. Thanks for the EZ 2k on SBUX and LOGI king.

Waiting4Reccession

So dumb that SBUX is up on a samll increase in people going there when its been in decline for 2 years now. Could literally just be because its a colder winter everywhere this year. Amount people are spending there is only up 1% according to Bloomberg, less that inflation lol.

lupindub

Crazy how people were dismissing the new CEO immediately after he was brought on as if he could turn the ship around the moment he stepped on board He has done wonders for Chipotle when he was CEO and now it looks like he’s turning SBUX around as well

NotGucci

SBUX did really well. Consumer is strong.

2QuarterDollar

SBUX CEO needs a faster plane

arbitraryBlue

SBUX better hold until I sell

Iamnotarobot82

Is SBUX CEO gonna have his own jet to commute to work between Seattle and Newport now?

DallasCowboyOwner

I was so close to getting puts on SBUX yesterday holy shit

TempestDrive

Damn it dude, I shouldn’t have listened to u fkn idiots. I shoulda inversed WSB. Now my SBUX puts are worthless

arbitraryBlue

Becky came thru for SBUX this time? 👀

Old_Potential5646

Anyone else playing Starbucks/SBUX earnings? Surely puts are the way to go here

Stocks_N_Bondage

Most earnings related picks I post are the result of technical analysis of the recent pre-ER price and volume. But also other factors... in the case of SBUX, there was a flurry of positive news the last few days, usually a hint that they are going to spit-polish the ER. They missed the last three, so the pressure is on them to make this one stellar.

TempestDrive

Who else bought SBUX puts?

TempestDrive

I bought SBUX puts. With my luck, they’ll announce a partnership with the US Congress itself to expand into every corner of the world with limited spending

No-Sympathy-686

Remove the B from SBUX and what ya got?

optimusrybot

SBUX 80p?

arbitraryBlue

STX and SBUX calls because they both have an S and X in their ticker symbol

Exciting_Yam

Puts on SBUX

leeuwvanvlaanderen

SBUX gotta juice those profits somehow when coffee prices are spiking WW

CatholicRevert

Not sure about this yet but I’m thinking TXN and SBUX puts and SNDK and META calls

ThinkingOfTheOldDays

Bullish SBUX, set and forget  https://x.com/i/status/2013348204704682039

FuckleUp

Just saw some guy order a white mocha at SBUX. The baristas were offended

Chrg88

DPZ is not WEN is not CMG is not SBUX is not BROS is not CAVA is not SHAK is not Should I go on?

WSB-mods-are-

Can someone explain why SBUX gets picked on for being overpriced but then when I try to support one of my local mom & pop coffee shops and order the same shit it costs 2x more?

miata_only

You can microwave a cup of milk with powdered hot chocolate mix and instant espresso for 1/5th the price of a mocha at $SBUX and it tastes exactly the same, you guys

ColForbinClimbs

SBUX is looking good if it can hold this 90.50 level. Also waiting for NFLX to show some life

Far-Requirement9180

My SBUX cashier is giving me stonk advice. Talking about nuclear and space stonks. You just can’t make this shit up, we’re cooked lol

gopoohgo

Puts on SBUX

Far-Requirement9180

I saw a bear punching a nerd right at the SBUX door before he didn’t want to tip him for opening the door LMAOOOOOO

GoodIntroduction6344

Some years ago, I was holding a few hundred shares of SBUX. Every time I went to a Starbucks, I used to think how they'd flip out if they knew I owned the company.

M0RR1S90

SBUX

ArtisticFrame5790

Stocks I’m in this year…. UUUU since $15.50. AMKR since $30 (not well known)… AMZN seems like it’s going to catch up this year… keep hearing that narrative. NBIS since $33. $100 is a big resistance level now. If it can stay over $100 that can swap to support. People have gotten frustrated with that one and moved on which is when stocks often start to move and then FOMO kicks in and drives it higher. Been in ONDS since $4.20. Wish position was larger. That one moves fast both ways. I’d watch for a pullback and maybe try for a swing. My bad plays were galaxy (in at $40) and TTD ($59 average). Eyeing NKE and SBUX to start positions in. Also INTC

SM2022and1

My turnaround plays for 2026/2027 are NKE, SBUX, and some energy plays (which have already started to rally a bit - SLB, XOM).

KalBux

My portfolio is ridiculous. SBUX calls, INTC calls, RTX, LHX, JPM, C, XOM, COP. What is this? The fucking 90’s?

AGreatBigGoose

Yeah, SBUX is not just bad, it's asleep. Hasn't changed in a meaningful way since September. BROS is the better long play here, at least if you plan to hold for a couple of months. Any longer and you could run afoul of some bad news on the Q4 report.

Afraid_College8493

I don't see an SBUX turnaround scenario. Operating most Starbucks is just not cost-effective.

AntoniaFauci

I cannot visualize how today’s young people would become interested in Nike apparel and footwear, and turn this thing around. But oh my god are there armies of pundits and institutions who just want NKE to rebound so badly, that maybe the force of will and inevitability alone will bring it back to life. Same thing with stuff like SBUX and CMG, sometimes DIS. It’s like every old school pundit thinks these things deserve to make a comeback, regardless of whether the product or value proposition has improved.

BrandonLeeOfficial

Have noticed less SBUX consumers, but could be the holiday break. $65 range is what I want them at. For now.

KalBux

Calls on NFLX, calls on SBUX, puts on everything silver 6-8 months out. 🤙🏼

SM2022and1

Lots of good advice for the OP in this thread. Personally, I use options from time-to-time, but limit them to small positions. I current own Jan 2028 calls (leaps) for SBUX and NKE, betting on turnarounds in 2026 or 2027. Oh, and I should say, 90%+ of our investments are in index funds/ETFs. My fun/personal account consists of 30 long-hold stocks and a few extra plays like the ones I just cited. It's all about risk management.

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