SBUXRestaurants
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Get what investors say about SBUX next
3 new calls on SBUX this week are not on this page yet. Follow SBUX free and new calls come to you in The Brief, our morning email, the day after we record them. This page shows them a week later.
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Who said what, and what SBUX did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
Who’s talking about SBUX
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-10-23 | Mike Ko | Bullish | CNBC (uncut) | Starbucks has been taking meaningful steps to turn the business around, visible in store experience… |
| 2026-10-16 | Stephanie Link (Hightower)Chief Investment Strategist, Hightower | Bullish | CNBC (uncut) | CEO Brian Nickel is driving a Chipotle-style turnaround with same-store sales turning from negative… |
| 2026-09-10 | Stephanie Link (Hightower)Chief Investment Strategist, Hightower | Bullish | CNBC Halftime Final Trades | Starbucks is in the early stages of its turnaround under Brian Nickel — traffic inflecting to… |
| 2026-09-10 | Josh Brown (Ritholtz)CEO, Ritholtz Wealth Management | Bullish | CNBC Halftime Final Trades | Still on best-stocks list as operational improvements under Nickel are durable — partner turnover at record… |
| 2026-07-07 | Jim Cramer (CNBC)Host, CNBC's Mad Money | Bullish | CNBC Television | Sector rotation has created a rare dip in Starbucks as CEO Brian Nickel's turnaround is ongoing, making this… |
| 2026-07-06 | Jim Cramer (CNBC)Host, CNBC's Mad Money | Bullish | CNBC Television | Indiscriminate sector rotation knocked Starbucks down more than $2 to near $100 despite an ongoing turnaround… |
| 2025-05-07 | Michael BatnickManaging Partner, Ritholtz Wealth | Bullish | The Compound | Brian Nichols' turnaround narrative is credible and the underlying numbers were not as bad as the market's… |
| 2025-02-21 | Brian Belski (BMO)Chief Investment Strategist, BMO | Bullish | The Compound | Contrarian entry when the outgoing CEO was visibly losing the plot on a conference call signaled an imminent… |
| 2024-12-31 | Josh Brown (Ritholtz)CEO, Ritholtz Wealth Management | Bullish | The Compound | Starbucks is poised for a turnaround after its first-ever three consecutive down years, having already… |
| 2024-10-25 | Chamath PalihapitiyaFounder, Social Capital | Bearish | All-In Podcast | GLP-1 drugs are structurally reshaping American consumption habits away from the sugary beverages that now… |
Show all 13 mentions
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2022-03-22 | Mohnish PabraiFund manager — Pabrai Investment Funds | Bullish | Chuck Akre | Starbucks satisfies all three legs of Akre's stool — high returns on equity, great management focused on… |
| 2021-09-14 | Chris BloomstranPresident & CIO, Semper Augustus Investments | Bullish | POWERS Pod | Superior unit economics, a brand that earns luxury-goods-style gross margins, and a decade-long runway to… |
| 2020-04-28 | Bill AckmanCEO, Pershing Square | Bullish | The Knowledge Project Podcast | Simple, predictable, free-cash-flow generative business with a durable habit-driven franchise and high… |
Next report: 26 Jan 2027
| Report | When | EPS actual vs est. | Reaction |
|---|---|---|---|
| 29 Oct 2026 | after the close | 0.80 vs 0.73 | -5.8% |
Notable options days
Sessions in the last 120 where SBUX’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 7 of 120 sessions qualified.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-10-29 | ||||||
| 2026-10-08 | ||||||
| 2026-08-13 | ||||||
| 2026-07-30 | ||||||
| 2026-07-29 | ||||||
| 2026-05-15 | ||||||
| 2026-05-14 |
SBUX on the Wheel
SBUX did not pass our 1-month put test (V3); the Wheel shows its puts without calling one best.
The Wheel lists cash-secured puts on stocks after a 3% drop, with live quotes, the chance of assignment and each stock’s own history. Free to use; a free account lets you follow stocks, add your own and ask questions.
Decision support, not advice · questions put sellers ask us
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