SBUX

dvdmovie1

"Anywhere there is a Starbucks there are numerous local mom and pop coffee shops which customers increasingly are choosing over corporate chains, and consistently have much higher reviews." Seeing this as well. Remember ages ago when independent coffee places wouldn't be near Starbucks, now seeing an increasingly amount of them full while the nearby SBUX is not. Feels like people are either trading slightly up because boutique-y coffee places are doing coffee (and the "third place" experience that SBUX used to talk up so much) better or people are trading down because Starbucks is too expensive for what it is/has become. They're going to spend money to re-design stores to go back towards them being a "third place" again (see here: https://www.cnn.com/2025/06/27/business/starbucks-revamp) but if people have gone elsewhere (they found some coffee that's cheaper and similar/better, etc) it's going to be difficult to win them back. While obviously not apples-to-apples, feels a bit TGT-y, losing a lot of people to trade downs and some people to trade-ups. Obviously there's a new CEO and changes will be made but I see things like co-fermented coffee and think Starbucks customers would probably dig the novelty of that (like Black and White Roasters' Grape Soda coffee - https://www.blackwhiteroasters.com/collections/all-coffee/products/r-the-future-grape-soda) and yet instead SBUX does something like olive oil coffee that made people crap themselves. Doing things like co-fermented coffee with wild flavors might upset coffee purists, but I don't think coffee purists already think much of Starbucks as is. The China growth story isn't going to happen. Turnaround not impossible, but not going to be easy/overnight. Do I think this is the biggest most apparent short around? No, but I get the short case.

Prestigious_Yogurt88

Conditions are ripe for a market downturn. And if it happens, I think SBUX will get hammered more than the broad market. And if market stays elevated, SBUX stock could still suffer if they don't reverse the shrinking business, which is why I see it as the more prudent short. I am dabbling more in QQQ puts the higher it climbs though. Out of curiousity, do you have puts or hedging with straddles? SPY or QQQ?

hackersapien

Tesla shorts support group meets every Friday for a time of sharing..you’re very welcome to start the SBUX local chapter

MillionBEAR_

BREAKING: Nearly two million student loan borrowers are set to have their wages garnished for repayment this summer, per WSJ. Puts on SBUX LMAO 🤌🏻🤌🏻🤌🏻

Prestigious_Yogurt88

Disposable income took a pretty steep fall in May, and is forecast to remain roughly flat or decline slightly through 2026, according to macro models. Not a good landscape for discretionary stocks, and SBUX is maybe the most discetionary stock there is outside of cruiseliners.

Hyceanplanet

You're confusing accounting protocols with business judgement. The goodwill is the residue from acquistions. It has nothing to do with the value SBUX's accountants give to the brand. Buffett asks this: If someone gave you $3.3B could you build a brand as valuable? Why would you decide to short, and post on it, and pretend you know accounting?

Extension_Degree3533

This guy gets it. Iv been saying SBUX is one of the most obvious shorts since January. Discretionary spending is on the decline and Starbucks coffee is the first thing people will cut out. Financial statements are burning up. One thing I’d add anecdotally is my wife and I bought an insane barista machine that makes similar quality coffee for 1/100 the cost…lots of friends following suit…that tech is such a threat to Starbucks, and only getting better while their coffee gets worse. Anyone listening, the other obvious shorts are UHAL and PLAY…declining earnings, awful balance sheets and a bleak future while trading PE ratios in the 30’s.

Omnivek

My only DD is the chai latte I ordered there last week, but based on that you should be hella short on SBUX.

DSessom

SBUX has floated between $92 and $93 for the past week. Very low volatility. This is NOT a target for day traders to short. We like a quick in/out with at least a 5% gain. If I risk $10k on a short, I want to get at least a $500 profit same day or next day. I can't speak for everyone, but that's my personal MO.

locomotive-1

Yeah they’re really hurting in China, not just by Luckin but places like HeyTea, Chagee, Cotti etc SBUX is the least popular place of all, funny that the CEO blamed the Chinese economy while the competition is absolutely killing it lol. Also let be real it’s really bad tasting coffee and drinks compared to the other places and their stores look depressing and old fashioned.

south153

Agreed, this market is not rational. SBUX is up 16% over the past year despite falling everything and really nothing to get excited about.

RC-5

I tried some puts on SBUX last summer after it jumped from like $80 to $95, almost a year later it’s still 92, pass. 😛

LazyTheKid11

i'm not one to short but i looked at the financials after previous earnings report and decided to sell my entire SBUX position and dump it into MSFT, turned out to be a good idea so far

KnowledgeNate

There has been a 37% sell-off in the share price because Norther American same-store sales have been declining to the tune of 1-2% for approximately 4 consecutive quarters. I agree that this is not ideal as NA is the biggest market. But it's a mature market. And I believe at worst SSS flatlines at 0% growth. However, total revenues are up, revenues are up if including new stores, and China and Rest of World revenues are also massively up. But this isn't really about money. This is about customers loving the brand as much as they always have. So what if a tiny bit of North American market share is ceded to smaller inconsequential players especially if that is mitigated by 30% YOY growth in China. Especially if the brand loyalty and value is fully intact unlike Nike. Especially if this market has grown to maturity in the US. There is a fundamental disconnect between the stock market value of this company and the way it customers value it. In the long term, I believe customer value wins. In the short term, an institutional clown scared to lose his job selling off millions of shares wins. There has been a hyperfocus on barely declining sales in an environment where the average consumer is absolutely SPOOKED about tariffs or that's at least all we've heard about in Q1. In addition, Alo and Vuori competition are entirely overstated. These are small unproven companies that are hot for the time being. Alo has a reputation for poor quality and serves a certain female body type. Vuori is a men's brand and even if you give them the leg up how are they, still a small company, going to challenge the incumbent LULU. There are learnings that LULU has paid for with time in the market that Vuori has not even begun lesson 1 on yet. In sum, tiny quarterly misses does not mean the brand is dead. In fact the company is growing (still!) even though it's already huge. But the market is treating it likes its dead and its simply not. SBUX, AAPL, others have been declared dead only to find second life in massive international markets. Mispriced? Yes. Dead? No.

ClandestineGK

Fuck NKE and SBUX, I got nothing in them but it's just old fart money keeping them alive.

MitchCurry

Random trip down memory lane here for me. There's a name I haven't heard in a while. I bought shares in Oct 2014 at $28.98/sh and sold in August 2017 at $37.26. If I had held, I'd have a 7.5 bagger. I did use the funds from my sale and equally invested into HD, SBUX, UAA, and MELI. I ended up selling that HD allotment for a 112% gain, SBUX for a 66% gain, and UAA for a 7% loss. MELI is the only of the 4 I still hold and that allotment is up 890%. Not awful with a 265% overall realized/unrealized return but not 7.5x. Not following the threads from SBUX, UAA, or HD. This trip down memory lane ends here.

atropear

SBUX used to give gift card with some free coffees loaded. Not anymore.

taking-yo-girl

SBUX should be trading at $1000

taking-yo-girl

SBUX gunna rally 30% tmmr morons

taking-yo-girl

SBUX 30% rally tmmr

AP9384629344432

Today I sold my positions in AMD/PYPL/SBUX/MA. Not because any thesis broke recently (other than Starbucks), but because I stopped putting in time to keep up with earnings reports and couldn't really justify holding on to them. And wanted a simpler portfolio. AMD/MA were +60% gains on remaining proceeds, PYPL was a 25%, and SBUX was basically flat. SBUX was the one with the biggest fail in thesis though. Bad earnings, risk of China exposure, tariffs, (and apparently they are planning on selling off their China holdings (allegedly)--not exactly a vote of confidence in a big chunk of their business). The new CEO thinks they just need some cultural change like using real ceramic mugs or making it more like a 'cafe.' But the real issue is they can no longer keep raising prices and eventually consumers will simply make coffee at home or buy caffeinated beverages in bulk. For what it is worth, I love Starbucks coffee but I just buy the beans at the grocery store. Would never throw away $7 for a cup of coffee from the actual store (or whatever it costs these days). Overall the Becky stock narrative has fallen flat recently. Whether that's Starbucks, Lululemon, Ulta, Target, ... This week I did add to my Google position though (and index funds).

taking-yo-girl

SBUX +10% rally tmmr folks

KnightMollo

SBUX goes up because it’s selling business in China. Just like people can get rich selling kidney.

Elibroftw

Portfolio: 26% in Google, 4% Air Canada, everything else is < 4%. Google is that much because it's my benchmark for stocks to invest in. My target price is $200+ which yield a 26% annualized return, and since it's a mega-cap I'm comfortable holding that much. Regrets: Selling MMM, NET too soon and all of a quantum computing stock (I still think it's overvalued, but did not expect the market to go so crazy over it). Not buying HOOD last year when it was down 7% that one day. I should've bought META. SBUX was a good play just before the CEO announcement. Would've sold for a bag right after the pop. Some stupid fuck on reddit fear mongered over XP and I sold it even though it would've been a 60% return if I still owned it. I was fucking around in my FHSA and owned TQSM at one point. Absolutely dumb move on my part. Another regret is bying STLA instead of Volkswagon. I drive a Lexus, but Audi's are cool too. Losers: INTC (100% on me), XIFR (yield traps are real lol), HUMA (I believed reddit in thinking FDA approval would be a catalyst, and it turns out to be the opposite LOL). Biases: I still think XIFR (2%) and LAC (3%) will pay out in the long term (5+ years). I'm unsure about what the future holds for HUMA (1%).

crankthehandle

Definitely used to be, but they are very legit these days. They are all about operational excellence and scaling and no company comes even close. Store ops are very efficient, ordering only through app which reduces staff cost. Shops have mostly smaller footprint with a few bigger stores here and there. Their first venture outside China is doing very well, they openend 30+ stores in Singapore in less than a year and they are always busy. Their coffee is also at least as good as the one from other chains and, even though I don't consume sweet drinks, their signature coconut latte is VERY good. Dutch Bros' Rebel Energy drinks were an absolute revolution and their drive-through concepts work well. They are just more dynamic than SBUX and don't solely rely on weird creamy coffee drinks :D

StockHawk59

Good luck!! SBUX is a "core" position. $11.25 basis pays me $300 / month ( half I give away as gift cards)

famguy31

It’s funny my SBUX always has a decent flow, not too many people in the store but lots of mobile pick ups and drive thru is always long.

PracticalGoal1705

SBUX new invention is Starbuck Reserve. https://www.starbucksreserve.com/

Lurking_In_A_Cape

You think we're stupid? You really think you can convince us that you were able to go into 7 SBUX's within 1 hour, while ordering a drink? Fuck you.

EmployerPowerful2936

I would not invest in SBUX at the moment. They are reinvesting into their workers by giving them more hours and letting store managers hire more people. They will be making less money this quarter and next, is my prediction. The board is fully behind the new CEO. Starbucks stores in at least half the areas are making less money than the year they did before.

bdh2067

This company was doomed by Covid and has never recovered. No matter what #s cities and real estate bagholders claim about workers being back in the office, it’s way over stated. Lunch places are suffering, too. We’re never going to see 9-5, 5 days a week ala 2019. Thanks the gods. But it ain’t good for SBUX

littlered1984

They are I always tell people that SBUX is on the decline. Hey are trying to open way too many stores to see which ones stick. they opened one in a rural town town near me - across from a McDonald’s and a Dunkin. Brand new building built for the store. Place is empty - very few cars in the drive through in the morning. Dublin is upping their game with better food and drinks, while SBUX is clearly on the decline in theirs.

LiftSleepRepeat123

The milk is also bad quality at SBUX. I've had sour milk on many an occasion. However, at least you can always get a free drink if you have any problem, so you can't really complain too much.

jpowyolo

If you take a sip & die, I would buy calls on $SBUX Remember $BA? Fkng door flew open.

Capable_Wait09

Austin Bergstrom International Airport is the 27th busiest airport in the United States and only has 1 single tiny SBUX counter in it. Bearish.

vonlagin

All the SBUX around here are bumping.

giovannigiannis

SBUX had a high of $125 and just before the trade-war in April was at $115. Now it hovers around $85. Meanwhile, BROS and LKNCY are soaring. Why is it that SBUX just hovers or fluctuates in-place? Some will say that SBUX is just old, and therefore growth is relatively harder. Okay, there is some reasonableness there, but what about other companies that are also classic and well-established, like Apple or McD or WalMart or CostCo or Dominos, and many others? Those stocks are always rising higher and higher, and yet they are just as old as SBUX. Yet SBUX seems stuck in the mud. And it’s not like coffee demand is down. Like I said, BROS and Luckin are doing great. Granted, they are small and new and therefore have room to grow at relatively fast rates. But putting this altogether, it seems like SBUX should be more comparable to McD, where it just steadily goes up forever. Look at the zoomed out charts of SBUX and McD and those other companies I’ve mentioned.

demonhunterking

Don't buy SBUX. Asia counties shares eaten up by luckin coffee

liftingshitposts

That’s not SBUX tho

SuckaFree415

Now that SBUX inspection is finished, Bath and Bodyworks guy will be updating his mall DD next week.

liftingshitposts

You hold SBUX for the dividend? A dividend for ants? With no realistic upside? Why?

TomorrowSavings7579

SBUX been quiet ever since they jumped after getting new CEO.

giovannigiannis

Yeah, but Apple and Walmart and McDonalds and others keep going up and up. But SBUX has peaked at $125 years ago and now is constantly getting hammered in the $90 region. What is it about them that can’t keep up, whereas their competitors can grow?

CallsOrPutsYES

Hmm, the Heiress supported the No Kings stuff. In investing / companies all politics is bad. So its going to be rough as randos say boycott WMT over that. See Target, TSLA, SBUX for reference on how their stocks went after they got political

GreenLobby420

I bought an $AAPL macbook air m2 on $META marketplace recently. I used $PYPL's Venmo to pay for it. I drove my $F truck to buy it, and stopped for lunch at $CMG and washed it down with a triple mocha frappuchino from $SBUX. I filled up gas at $XOM. What a beautiful day

giovannigiannis

Why? Does SBUX have a king that only employs US Citizens?

Nerve010

SBUX isn't “broke,” it's just playing a different game The market favors small-cap optionality and rebirth stories over massive refinery rollouts

Lil_Mike69

SBUX is matured and they are stuck in the business model of convenient coffee that wants to be a sit down shop where people do their work. Drive through coffee, which BROS leads, but most importantly their Rebel Energy drinks are shifting the tides of peoples “coffee experience”. BROS has all these speciality coffees and energy drinks (make up over 50% of their sales) that consumers go crazy for. Realistically the target consumer is a white girl who pulls up to Dutch Bros and gets fancy coffee and drinks vs sitting inside a Starbucks pretending to do work.

left-for-dead-9980

It's very possible to beat the market for 10 years. It requires more than average research and charting of individual stocks. You also have to be risk-tolerant and know when to sell when the technicals breakdown. I did it in my late twenties to my early forties. My best stocks in those days were MA, V, AMZN, AOL, SBUX, JPM, MSFT, AAPL, XOM, and CSCO. My worst were DVN, Marvel Entertainment, YHOO, and Enron.

freelight0

!banbet SBUX 100 7d

freelight0

I will not trade today except to close positions as opportunities allow. I will not trade while taking my morning shit. Welp, let's see how these 10 SBUX calls I just bought do.

Diligent_Fox_9072

Lol, love that SBUX answer to slow sales is higher prices and colored sugar water

madebyVEO

Guys cause every single problem in the world. You all fucking suck. You're all single because you suck. I'm only buying women related stocks from now on. ULTA SBUX LULU TGT SG SIG TJX

Pink_Squadron_Medic

My manager texted me to buy her SBUX coffee 

NoVaFlipFlops

I was personally too scared to enter. I figured by the time it was in the news it was too late... and yet meanwhile I was scalping SBUX so.

undockeddock

I finally broke even on SBUX and year or two and bailed. As a customer I've also cut my visits way down under their new management. They used to do star dashes in their rewards program that really rewarded you for making multiple purchases in a week...etc. Now they don't hand out jack in rewards to incentive visits and loyalty, so why should I be loyal to them?

chibi78

Whoever is buying SBUX today I hope they rug pull you so fucking bad

KarlLachsfeld

>Green Dot Assist is a virtual assistant built to help baristas in real time. Instead of flipping through manuals or searching for answers, partners can now ask questions on in-store iPads and receive instant, conversational responses. And this is why SBUX is up 3% ?! l m a o

hoopaholik91

Yeah, that's what's odd to me. You have all these retailers getting hammered over the last 6 months (MCD, SBUX, NKE, LULU), people spending less, and yet everything else seems completely fine.

chibi78

Dont you just love when you buy puts and then you dont see red candle for hours. If SBUX doesn’t give some of this gain back my puts are done for

drlyle

I bet it costs SBUX more to run this useless AI than training its staff.

freelight0

!banbet SBUX 95 7d

ejfans

Great reasoning, I’m surprised you held for so long. I did a put for SBUX $110 6/20 +2 contracts, with technical reasoning and the same tariff fundamental you used. Congrats on your winnings https://preview.redd.it/uhagy2qugj5f1.jpeg?width=1179&format=pjpg&auto=webp&s=d7561387a54629a1a691ca4bcf9cf7827176e112

TreyO1780

If you're not planning to add more SBUX or actively manage individual stocks, it might be worth selling and moving into a diversified ETF or adding to your Roth IRA. Nothing wrong with taking gains and simplifying your portfolio.

Best_Biscuits

The question to ask yourself is - if you weren't an employee of SBUX would you buy the stock? For me the answer is no for two reasons, a) I personally tend towards mutual funds and b) there's not lots of obvious upside for SBUX. Their boom has mostly already happened. Personally, I'd sell and buy something better and more diverse. Others have suggested VOO or VGT, but since you are at Fidelity their VOO equivalent is FXAIX.

johnec4

Sell SBUX buy SPY or VOO.

Creeping_behind_u

How am I doing for my individual accnt? GE- 11 shares JMP- 12 shares META- 3 shares PLTR- 56 shares NVDA- 49 shares CMG- 29 shares SBUX- 41 shares WMT- 97 shares GOOG- 46 shares AAPL- 50 shares

BrandonLeeOfficial

If you see a viral video of a man punting a squirrel, just know that man looked like he was just on the way to SBUX to pick up a lavender oatmilk latte and that the squirrel attacked first. There should be no reason for that man to produce an apology video even though he was smiling when he cocked his leg.

I_Own_A_Fedora_AMA

I knew $LULU was cooked the moment I started seeing soft 3/10 men from the suburbs wearing their shorts and shirts. No way bad bitches will continue to rock it. Still didn’t short it though. Hope SPY tanks in response. First SBUX, now LULU, seems like the BECKY index might be a leading indicator

Opeth4Lyfe

BROS is one I wish I got in on. In my area it’s just getting more and more popular and I see a lot more Dutch Bros cups than Starbucks. I think they’ll give SBUX a pretty good run for their money. I’ve been buying 1 share a week for the past few months to start a position, I just wish it was going lower than higher :/

Diligent_Fox_9072

Flying under the radar, Chipotle / CMG has been dead money at best for months. That's nice for being consistently down. It's been a dud stock since split from $1k+ share and got busted on TikTok for skimping on portions. CEO left there for Starbucks / SBUX and is making that more expensive. I hope both CEO's have a burrito with coffee chaser and just violently shit themselves and sit in it 🌯☕

No_Explorer721

Three big winners for me: COST 15% TSLA 20% BA 20% QBTS 35% Some small losses from NKE, SBUX. Still holding BRK-B, -5%.

Rivercitybruin

Could MCD or SBUX store front be,fully automated today? Do customers,want AI? And it does,matter...my hospital has ultra high end automated food equipment after hours. Never seen one person use,them. I think we could have automated way more already but havent

Icommandyou

SBUX downgraded from Buy to Hold

Smooth_Guess_1449

Buy some SBUX & Sales Force, neither had a bump today, they will go up this week and next.

DrRoxo420

I didn’t sell my (I own way too many pot stocks) but I did start investing in war, tech, & coffee - RTX, NOC, & IBM, SBUX just to name a few. They all pay dividends. It’s nice to see some green in my otherwise blood bath of a portfolio

CallsOrPutsYES

SMCI calls for leveraged NVDA earnings play? Check. MSTR calls for meme printing play? Check. BROS calls because they are better than SBUX? Check.

AmbitiousSkirt2

Why did I make the regarded decision to buy $SBUX calls

Dizzy-Assistance-926

SBUX. Purely based on my most recent visit to a store.

Spins13

SBUX and AAPL. The other two are good; even though NFLX is a bit stretched, it will do well long term

lipmanz

CosMc’s failed will that help my SBUX? Or is it still all about those 200 PE BROS bros

lipmanz

TGT, SBUX, DECK and LULU down like 50% from all time highs… Beckpocalypse

TESLER-ITS-ALL-COMPU

idk if yall have noticed but $SBUX has been sneaky resilient today 

Phantom788

91% on BROS in the past year since your comment and SBUX is only 12%.

king_of_trader

is BROS the next SBUX? I read everywhere that Gen Z likes BROS

DLun203

SBUX. Not seeing the drive thru traffic I used to see at my local stores. I don’t even go there. Apparently a $5 plain coffee is where consumers draw a line

CallsOrPutsYES

BEARS, just go play NKE and SBUX since both are dying. Otherwise become a BULL

CallsOrPutsYES

PUTS on NKE, SBUX, INTC, and ABBV. Otherwise pickings be slim at this point since UNH ran it’s course

CandidAssistance4906

**SBUX -$25.41 (-22.53%)** Past 3 months And these stupid ass bears keeping trying to short TESLA loool

Diligent_Fox_9072

If you keep wearing the same stained undershirt to the same Dunkin Donuts, even when collecting your paid mobile order, the staff will likely deem you a bum and attach a bag of free donuts with your coffee. I just changed my sched to go there before showering and after 2 weeks they started making it a practice. In conclusion, f' $SBUX

Jeff__Skilling

Right but the people making the ultimate purchasing decision on whether or not to sign a contract with UNH are not the same people who ultimately use their service. Not the case with SBUX. And the number of decision makers on whether or not to ensure their employees by UNH is much much muuuuuch smaller (and much much higher dollar amounts) than the number of decision makers who are deciding whether or not they’re going to buy a cup of coffee. TL;DR: Apples, meet Oranges.

LarryStink

If you want to trade this upside without buying the top, look for laggards. Ive made bank so far on LULU, COIN and soon SBUX. I'm sure there are many others but these are what's in my watchlist with a liquid enough options market to be tradable

BugDisastrous5135

UNH isn’t a consumer discretionary like SBUX

moorhound

Alright, I ate that Chipotle burrito. **Summary:** CMG seems to be looking to establish itself uniquely against traditional Mexican food eateries by offering a different burrito experience in both handling and flavor, and combined with solid kitchen logistics and an effective digital consumer engagement presence, it seems to be working. Boatwright's doing right. **Price:** This thing was $17 dollars, and I didn't even get guac. I live around a lot of great Mexican food, and they don't charge $17 for a burrito, so this had to be a *very* fucking good burrito to justify this shit. **Restaurant:** I ordered for pickup around 8, and the store was busy as hell. Big-ass line of mostly 20-somethings. I don't use tiktok, but I'd imagine Chipotle has a pretty popping social media campaign. The short 4-person assembly line + cashier setup seems to work pretty well. Got pretty quick service on the pickup, and was caught off guard by the burrito weight, as the last time I'd been in a Chipotle 2-3 years ago that burrito was the size of a russet potato. **Burrito Construction:** Chipotle apparently specializes in the chode of burritos. In the typical world of the super-burrito the standard is the 7-inch soda can format, designed for one-handed eating; Chipotle's is around 5 inches and fat as shit. I'd wager that the point of this is a.) so it'll fit sideways standard 6 1/2 in. paper fast food bags and b.) so that it has the grip profile of a burger. It's a bold move, but it kinda works. I got the double wrapped tortillas, and the burrito was extremely sturdy. No blow-outs, and it kept it's form pretty well down to the last bite when using the 2-handed grip. CMG saw Taco Bell hit paydirt with the crunchwrap supreme and made a fat burrito version. **Flavor Profile:** I'm usually ordering off of a menu and trust the chefs, I don't know how to design a damn burrito. I got a little bit of everything; asada, fajita veggies, lettuce, cheese, corn+tomatillo salsa, white rice, pintos. At the first bite, I could tell this wasn't a burrito, it was a taco salad wrapped into a tortilla loaf. The name of the burrito game is usually rich, salty, spicy, and heavy, and this was none of that. The corn salsa and the fajita veggies were *sweet*, and the rice was just rice with a little salt and lime juice. And, well, it kind of worked. The flavors worked together pretty well, and the seasoning was light enough to where no one ingredient greatly overpowers the others. While the asada was pretty weak on the seasoning, it had at least a passably not-entirely-fast-food texture, and was cooked more like steak chunks rather than the crispy flavor-bomb standard asada. **Company:** I think this might be an undervalued operation that fell victim to the Liberation Day smackdown and got lumped in with the recovery slog of fast food sector and missed out on the booming recovery in the casual dining sector (EAT, DRI, TXRH). On financials, it's successfully maintaining a nice above-the-board net margin for it's price point; Brinker, Darden, and Dine are having to run some profit-eating value deals to keep up the sales comps. New-ish CEO Scoot Boatwright seems to be doing a decent job ever since the other guy ran off to SBUX. **Conclusion:** Chipotle's good, and my farts don't stink all that bad. Yeah, this was one of those fart posts all along. I'll buy some of the stock.

CallsOrPutsYES

Dutch Bros, better than SBUX

CallsOrPutsYES

Keep printing calls on BROS, keeping taking SBUX customers

miata_only

Ordered a Popeuccino this morning at $SBUX as a gesture of respect, you guys.

fomoandyoloandnogrow

If we didn’t do business with China we’d be better off. AAPL and SBUX and WMT over there like 

noplanman_srslynone

SBUX is a bank, NKE is a failing shoe company. I'd better on better gains from NKE

lipmanz

More compelling comeback SBUX or NKE?