Starbucks Corp. (SBUX)
Pitch Summary: The thesis is a turnaround long anchored by the hiring of Brian Niccol (ex-CMG/Taco Bell) to fix execution and re-accelerate growth. The author frames today’s setup as rhyming with Howard Schultz’s 2008 return: first stabilize the store experience, then let financials follow with a lag. Mobile Order & Pay (~30% of U.S. sales) […]
