We came across a bullish thesis on Starbucks Corporation (SBUX) on Substack by Business Model Mastery. In this article, we ...

led by a 640-basis-point drop in the North America business. Starbucks' marketing investments and improvements in customer wait times contributed to the sharp declines. Same-store sales in North ...

Despite headwinds from higher coffee prices and tariffs on certain products, Starbucks is seeing progress ... “We’re not just building back our business,” he said. “We’re building ...