Calls
2
Cathy Smith
CFO, Starbucks
Win Rate
-
return
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Short
Jan 30
$13.28
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Management expects coffee price pressure to abate and coffee prices to come down. Starbucks buys inventory ahead, so the benefit will roll through over the next couple of quarters, but the directional view on coffee prices is lower.
Commodities
Long
Jan 30
$91.20
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Beyond 2028, Starbucks sees further margin expansion from supply-chain improvements and new coffee houses with a better cost profile. Because new store openings are small relative to the 10,100-store US base, with 150-175 this year and 400 net in 2028, the benefit will take time and show up in the P&L after 2028.
Restaurants
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Cathy Smith has 2 trade ideas tracked on Buzzberg across 2 tickers since January 2026.
Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology
