Stocks / Restaurants
SBUXRestaurants
Starbucks Corp
$96.771d -0.9%5d -2.4%settled close · 2026-09-17
Mkt cap $105B (3/25)β 0.5252w $78–109Shares 1.14BInd. Retail-Eating & Drinking PlacesNasdaq since 1992Emp. 381,000HQ Seattle, WAstarbucks.com
The tape, with the calls on it
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.
bullish
bearish
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Who’s talkingIdea Scout · free
Who’s talking about SBUX
9 long1 shortlatest 2026-09-10
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 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 $100 despite an ongoing turnaround… |
| 2025-05-07 | Michael BatnickManaging Partner, Ritholtz Wealth | Bullish | The Compound | Brian Nichols' turnaround narrative is credible and the underlying numbers were not as bad as the market's… |
| 2025-02-21 | Brian Belski (BMO)Chief Investment Strategist, BMO | Bullish | The Compound | Contrarian entry when the outgoing CEO was visibly losing the plot on a conference call signaled an imminent… |
| 2024-12-31 | Josh Brown (Ritholtz)CEO, Ritholtz Wealth Management | Bullish | The Compound | Starbucks is poised for a turnaround after its first-ever three consecutive down years, having already… |
| 2024-10-25 | Chamath PalihapitiyaFounder, Social Capital | Bearish | All-In Podcast | GLP-1 drugs are structurally reshaping American consumption habits away from the sugary beverages that now… |
| 2022-03-22 | Mohnish PabraiFund manager — Pabrai Investment Funds | Bullish | Chuck Akre | Starbucks satisfies all three legs of Akre's stool — high returns on equity, great management focused on… |
| 2021-09-14 | Chris BloomstranPresident & CIO, Semper Augustus Investments | Bullish | POWERS Pod | Superior unit economics, a brand that earns luxury-goods-style gross margins, and a decade-long runway to… |
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Earnings
Next report: 27 Oct 2026 after the close
Confirmed date · consensus EPS 0.73. Reactions below are the next settled session over the prior close.
The options tapeThe Brief · paid
Notable options days
Sessions in the last 120 where SBUX’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 12 of 120 sessions qualified.
The qualifying dates are the free record. Close, flow, call/LEAPS mix and the 20-session outcome — for every session below — are Brief subscriber content.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-08-13 | ||||||
| 2026-07-30 | ||||||
| 2026-07-29 | ||||||
| 2026-05-15 | ||||||
| 2026-05-14 | ||||||
| 2026-04-30 | ||||||
| 2026-04-29 | ||||||
| 2026-04-28 | ||||||
| 2026-04-23 | ||||||
| 2026-04-21 | ||||||
| 2026-04-20 | ||||||
| 2026-03-27 |
+20 sess. = raw price change over the following 20
sessions — not market-adjusted; the tape tells you where to look,
not what happens next.
Today’s tape on
SBUX is in this morning’s Brief.
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