| Ticker | Mentions | Stance | Conv | Entry | P&L YTD | Theme | Thesis (click to expand) | Mentioned | Src |
|---|---|---|---|---|---|---|---|---|---|
| SBUX | ×4 | LONG | HIGH | $104.14 | Consumer | Starbucks reported a strong Q2 with 7.1% comp sales growth driven by transaction growth (over 4%), indicating more customers coming in. Sales growth was seen across all income cohorts, and momentum has continued into April. The company raised its full-year guidance to 5% or better, and CEO is optimistic about continued top-line and cost execution. No negative impact from inflation or energy prices on consumer behavior at Starbucks. | Apr 29 | YOUTUBE |