Just went through the latest updates around the Starbucks Earnings Call and this one actually feels more about momentum than just a beat. Sales came in stronger than expected, especially with same-store sales growth surprising on the upside, which suggests the turnaround plan is starting to show up in real numbers. That said, margins still look a bit pressured with higher costs and all the investment going in, so it’s not a “everything is fixed” story yet. Overall though, feels like things are moving in the right direction rather than just a one-off good quarter. I’ve been trying to keep up with these calls more consistently, and Stoky makes it easier without digging through everything.
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How long until they raise prices?
Just went through the latest updates around the Starbucks Earnings Call and this one actually feels more about momentum than just a beat. Sales came in stronger than expected, especially with same-store sales growth surprising on the upside, which suggests the turnaround plan is starting to show up in real numbers. That said, margins still look a bit pressured with higher costs and all the investment going in, so it’s not a “everything is fixed” story yet. Overall though, feels like things are moving in the right direction rather than just a one-off good quarter. I’ve been trying to keep up with these calls more consistently, and Stoky makes it easier without digging through everything.