Fundamental Analysis of Starbucks: Reckless Buyback

Fundamental Analysis of Starbucks needs to focus on its management capital allocation
number in millions

The key point of the fundamental analysis of Starbucks

  1. Reckless buyback is the factor why we do not buy Starbucks.
  2. We are happy when Howard Schultz takes the Starbucks helmet and decides to suspend that buyback program.
  3. 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 a lips service to calm the Starbucks worker.
  4. Revenue and earnings have surpassed the pre-COVID level. It is a good sign.
  5. 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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Tech Branding Strategy: Temple of Modern God

Tech Branding Strategy is about how the company looks like for a tech company

What is the important element for a browser? Speed, Of course. User Interface? Check. What else? We would say… name. In 2012, Microsoft lost in browser war not only for its sluggish browser but also for its name. Internet Explorer isn’t sexy at all. Firefox is a better name, it reflects speed and energy, like Chrome. The first move of the tech branding strategy isn’t about introducing them to the public. It begins with building the brand, including the name, identity, and characteristics they represent.

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