
Not a Bad Ball But a Dot Ball For Sure!
Alright folks let's talk Starbucks. As someone who needs his coffee strong and his game even stronger I've got some thoughts on their latest performance. So their shares took a bit of a tumble did they? Revenue up but not enough to hit the analysts' sixer expectations. EPS? A bit of a googly missing the mark. But hey even the best batsmen get out sometimes. What matters is how you come back. And honestly with all these turnarounds it is like asking someone to get 300 runs in a session it is very difficult!
Turnarounds: Slower Than a Cover Drive on a Rainy Day!
Turnarounds man. They're like trying to hit a six off every ball – tough! I remember when the experts counted us out. But what did we do? We dug deep trusted the process and came back stronger. Starbucks you've got Brian Niccol at the helm who seems like a pretty solid captain. He knows the game. These 'speed bumps' everyone's talking about? Just opportunities to fine tune the strategy. Last week when it was down nearly 30% I would've come in and started doing what I do best! Run Fast and Take the Runs! Take Chances! Because what happens is that the world sees it the other way around they're scared to make bold decisions but you need to be bold otherwise it is all just going to be flat.
EPS: Not Always the MVP
Niccol and Cathy Smith are saying EPS isn't the whole story? I agree. Focusing solely on short term gains is like declaring victory after the first innings. You gotta build for the long haul invest in the future. They're making the right moves to create 'long term durable growth'. Think of it as building a solid foundation before launching into those helicopter shots. It is all about the process and if you don't love the process then you won't love the end result.
North America: Need Some Powerplay Overs!
North America's numbers weren't exactly smashing records. Sales dipped a bit and transactions were down. But hold on – there's a silver lining! Things are improving from the previous quarter. It's like going from getting bowled out for under 100 to putting up a respectable score. Keep grinding keep improving. The early indicators of recovery are something that Niccol shared on the earnings call something I would like to hear myself because for example me myself I love positive criticism. Constructive criticism is really important. The team has the talent they have the drive so it is important to have positive recovery indicators.
International Play: A Bit of a Reverse Sweep!
Now the international game is looking a bit brighter. Revenue's up sales are better than expected. China is showing promise even with the competition. Adapting products tweaking prices – that's smart cricket. Gotta read the pitch and adjust your game accordingly. Also what I would also suggest is maybe partner up with me? You know the brand Kohli and Starbucks? That would be just fabulous. My fans would go absolutely crazy!
The Future is What We Make It!
So what's the verdict? Starbucks is facing some challenges sure. But they've got a solid leader a plan and signs of progress. It's not a quick fix but it's a journey. And who knows maybe a little 'Virat' energy is just what they need to spice things up! Keep calm and keep grinding folks. It is all about the love. You need to Love The Game you need to Love What You do.
ronsang90
Kohli x Starbucks collab when?!