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3/n $SBUX CEO on the @CapitalGroup pod on the turnaround efforts + more Also covers his time at $YUM $CMG $PG https://t.co/PI6oUxsXLE
NASDAQ
SBUX
7 stories
$113B Market cap · 2026-10-20
3/n $SBUX CEO on the @CapitalGroup pod on the turnaround efforts + more Also covers his time at $YUM $CMG $PG https://t.co/PI6oUxsXLE
October 2026 market commentary covers SOLS’s cancelled merger, a hypothetical Starbucks-Chipotle deal, Russell 2000 weakness and AI…
October’s podcast covers Starbucks-Chipotle merger rumors, SOLS’s cancelled deal, FICO competition, IMAX and Netflix, Oura’s withdrawn IPO,…
At current rates and capital being consumed by AI, cant see the appetite from PE to pencil this out, let alone get the financing in place. There are only two other restaurant chains larger by market cap and that is $MCD which would be over 30% over their current market cap. And would be almost 50% of the other, $SBUX. So no, and markets not buying it either
@erik_ywr Absolutely, that's why I been long $sbux and long @erik_ywr 😄
A Kalshi contract on whether Starbucks would mention “condiment bar” on its earnings call rose from 30 cents to $1 after the term went…
Kalshi’s 76% contract price for Starbucks saying “condiment bar” on its next earnings call exceeds a transcript-based estimate of 31.6%.
Letters that discuss SBUX.
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