The key point of the fundamental analysis of Starbucks
Reckless buyback is the factor why we do not buy Starbucks.
We are happy when Howard Schultz takes the Starbucks helmet and decides to suspend that buyback program.
But when he said that the suspension is just a pause (Schultz wants to resume the repurchase program) We worry that this pause is just lip service to calm the Starbucks worker.
Revenue and earnings have surpassed the pre-COVID level. It is a good sign.
Starbucks has a decent competitive advantage in its brand. It creates a unique user experience – also a story. Something that almost no other ” restaurant” could replicate. Even with its mediocre coffee.
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