$SBUX: Insider Buy, New CEO, and a Brewing Comeback

Was reviewing our credit card bill.

I almost collapsed when I saw what my wife spent on coffee at Starbucks last month...

Kidding (kinda).

But $Starbucks(SBUX)$ IS set up for a big 2026, here's why.

CEO is Brian Niccol. Yep, the same Brian Niccol that took $Chipotle Mexican Grill(CMG)$ stock up roughly 1000% in six years.

He's just over a year into the SBUX gig now, it's turnaround time.

> closing poor-performing stores, restructuring

> testing new scheduling feature (HUGE customer pain point)

> sold 60% of its China business (offloads a brutally competitive market, but keeps 40% of the upside)

What else?

There's been one insider transaction this year...it was recently, and it was a BUY.

Director bought roughly $1M worth of stock on November 10th. Really interesting.

Also, sick timeline of accomplishments since late '24 when new CEO took over (h/t @hedgeye).

Luc, what about the employee strikes?!

For me? Old news and largely priced in...the real catalyst is when the strikes get *resolved*.

New CEO initiatives taking shape, insider buy, willingness to innovate, attractive chart?

Love it.

SBUX is $85.21 today. I want $100+ in first half of '26.

For SG users only, Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with unlimited trading on SG, HK, and US stocks, as well as ETFs.

🎉Cash Boost Account Now Supports 35,000+ Stocks & ETFs – Greater Flexibility Now

Find out more here.

Complete your first Cash Boost Account trade with a trade amount of ≥ SGD1000* to get SGD 688 stock vouchers*! The trade can be executed using any payment type available under the Cash Boost Account: Cash, CPF, SRS, or CDP.
Click to access the activity

Other helpful links:

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{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":512138468458944,"tweetId":"512138468458944","gmtCreate":1766058444469,"gmtModify":1766063125116,"author":{"id":9000000000000725,"idStr":"9000000000000725","authorId":9000000000000725,"authorIdStr":"9000000000000725","name":"AfraSimon","avatar":"https://static.tigerbbs.com/46d30a827da942c1b0307f51e832534e","vip":8,"userType":8,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":694,"starInvestorFlag":false},"themes":[],"images":[{"img":"https://community-static.tradeup.com/news/4c764a414fbffc705ad4bd10ae5a9f28","width":"1487","height":"762"},{"img":"https://community-static.tradeup.com/news/257afdc235f9aa169c5c4444682c3d8b","width":"2464","height":"892"},{"img":"https://community-static.tradeup.com/news/62e040c4d73c741662d709873cd4f330"},{"img":"https://community-static.tradeup.com/news/0c1f52f0ec3a2f13f04e1a6a1b8cfcc6"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/4c764a414fbffc705ad4bd10ae5a9f28","width":"1487","height":"762"},{"img":"https://community-static.tradeup.com/news/257afdc235f9aa169c5c4444682c3d8b","width":"2464","height":"892"},{"img":"https://community-static.tradeup.com/news/62e040c4d73c741662d709873cd4f330"}],"title":"$SBUX: Insider Buy, New CEO, and a Brewing Comeback","html":"<html><head></head><body><p>Was reviewing our credit card bill.</p><p>I almost collapsed when I saw what my wife spent on coffee at Starbucks last month...</p><p>Kidding (kinda). </p><p>But <a data-mention-id=\"SBUX\" class=\"teditor-mention\" data-mention-name=\"Starbucks\" href=\"https://ttm.financial/S/SBUX\">$Starbucks(SBUX)$</a>  IS set up for a big 2026, here's why.</p><p>CEO is Brian Niccol. Yep, the same Brian Niccol that took  <a data-mention-id=\"CMG\" class=\"teditor-mention\" data-mention-name=\"Chipotle Mexican Grill\" href=\"https://ttm.financial/S/CMG\">$Chipotle Mexican Grill(CMG)$</a>  stock up roughly 1000% in six years.</p><p>He's just over a year into the SBUX gig now, it's turnaround time.</p><p>&gt; closing poor-performing stores, restructuring</p><p>&gt; testing new scheduling feature (HUGE customer pain point)</p><p>&gt; sold 60% of its China business (offloads a brutally competitive market, but keeps 40% of the upside)</p><p>What else?</p><p class=\"t-img-caption\"><img alt=\" \" title=\" \" src=\"https://community-static.tradeup.com/news/4c764a414fbffc705ad4bd10ae5a9f28\" tg-width=\"1487\" tg-height=\"762\"><span> </span></p><p>There's been one insider transaction this year...it was recently, and it was a BUY.</p><p>Director bought roughly $1M worth of stock on November 10th. Really interesting.</p><p>Also, sick timeline of accomplishments since late '24 when new CEO took over (h/t @hedgeye).</p><p>Luc, what about the employee strikes?!</p><p>For me? Old news and largely priced in...the real catalyst is when the strikes get *resolved*.</p><p>New CEO initiatives taking shape, insider buy, willingness to innovate, attractive chart?</p><p>Love it.</p><p>SBUX is $85.21 today. I want $100+ in first half of '26.</p><p class=\"t-img-caption\"><img alt=\" \" title=\" \" src=\"https://community-static.tradeup.com/news/257afdc235f9aa169c5c4444682c3d8b\" tg-width=\"2464\" tg-height=\"892\"><span> </span></p><h2 id=\"id_2735439632\" style=\"text-align: start;\"><span class=\"color-mark\" style=\"color: rgb(230, 126, 35);\">For SG users only, Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with unlimited trading on SG, HK, and US stocks, as well as ETFs.</span></h2><p><a href=\"https://ttm.financial/post/507537437684112\" title=\"🎉Cash Boost Account Now Supports 35,000+ Stocks &amp; ETFs – Greater Flexibility Now\" target=\"_blank\" class=\"link rich-text-anchor __anchor-intercept-flag__ text-content-link\">🎉Cash Boost Account Now Supports 35,000+ Stocks &amp; ETFs – Greater Flexibility Now</a></p><h2 id=\"id_2434358027\" style=\"text-align: start;\"><span class=\"color-mark\" style=\"color: rgb(230, 126, 35);\">Find out more here.</span></h2><blockquote><p>Complete your first Cash Boost Account trade with a trade amount of ≥ SGD1000* to get <strong>SGD 688 stock vouchers</strong>*! The trade can be executed using any payment type available under the Cash Boost Account:<strong> Cash, CPF, SRS, or CDP.</strong></p><p><a href=\"https://ttm.financial/link?target=https%3A%2F%2Fsg.tigermarketw.com%2Factivity2%2Fmarket%2F2025%2Fcontra-invitation%3Flang%3Den_US%26useAnimation%3Dtrue\" title=\"Click to access the activity\" target=\"_blank\" class=\"link rich-text-anchor __anchor-intercept-flag__ text-content-link\">Click to access the activity</a></p><p><img src=\"https://community-static.tradeup.com/news/62e040c4d73c741662d709873cd4f330\"></p></blockquote><p style=\"text-align: start;\"><strong>Other helpful links:</strong></p><ul style=\"\"><li><p><a href=\"https://ttm.financial/TW/367769452580952\" title=\"💰Join the TB Contra Telegram Group to Get $10 Trading Vouchers Now🎉\" target=\"_blank\" class=\"link rich-text-anchor __anchor-intercept-flag__ text-content-link\">💰Join the TB Contra Telegram Group to Get $10 Trading Vouchers Now🎉</a></p></li><li><p><a href=\"https://www.itiger.com/sg/help/detail/06324754?_sasdk=fNDE0MTg2NzAwNTE0OTk2Mg\" title=\"How to open a CBA.\" target=\"_blank\" class=\"link rich-text-anchor __anchor-intercept-flag__ text-content-link\">How to open a CBA.</a> <a href=\"https://www.itiger.com/sg/help/detail/how-to-link-CDP?_sasdk=fNDE0MTg2NzAwNTE0OTk2Mg\" title=\"How to link your CDP account.\" target=\"_blank\" class=\"link rich-text-anchor __anchor-intercept-flag__ text-content-link\">How to link your CDP account.</a> <a href=\"https://www.itiger.com/sg/help/detail/contra-faq?_sasdk=fNDE0MTg2NzAwNTE0OTk2Mg\" title=\"Other FAQs on CBA.\" target=\"_blank\" class=\"link rich-text-anchor __anchor-intercept-flag__ text-content-link\">Other FAQs on CBA.</a> <a href=\"https://www.itiger.com/sg/invest/cash-boost\" title=\"Cash Boost Account Website.\" target=\"_blank\" class=\"link rich-text-anchor __anchor-intercept-flag__ text-content-link\">Cash Boost Account Website.</a></p></li></ul><p style=\"text-align: start;\"></p><p><img src=\"https://community-static.tradeup.com/news/0c1f52f0ec3a2f13f04e1a6a1b8cfcc6\"></p></body></html>","htmlText":"<html><head></head><body><p>Was reviewing our credit card bill.</p><p>I almost collapsed when I saw what my wife spent on coffee at Starbucks last month...</p><p>Kidding (kinda). </p><p>But <a data-mention-id=\"SBUX\" class=\"teditor-mention\" data-mention-name=\"Starbucks\" href=\"https://ttm.financial/S/SBUX\">$Starbucks(SBUX)$</a>  IS set up for a big 2026, here's why.</p><p>CEO is Brian Niccol. Yep, the same Brian Niccol that took  <a data-mention-id=\"CMG\" class=\"teditor-mention\" data-mention-name=\"Chipotle Mexican Grill\" href=\"https://ttm.financial/S/CMG\">$Chipotle Mexican Grill(CMG)$</a>  stock up roughly 1000% in six years.</p><p>He's just over a year into the SBUX gig now, it's turnaround time.</p><p>&gt; closing poor-performing stores, restructuring</p><p>&gt; testing new scheduling feature (HUGE customer pain point)</p><p>&gt; sold 60% of its China business (offloads a brutally competitive market, but keeps 40% of the upside)</p><p>What else?</p><p class=\"t-img-caption\"><img alt=\" \" title=\" \" src=\"https://community-static.tradeup.com/news/4c764a414fbffc705ad4bd10ae5a9f28\" tg-width=\"1487\" tg-height=\"762\"><span> </span></p><p>There's been one insider transaction this year...it was recently, and it was a BUY.</p><p>Director bought roughly $1M worth of stock on November 10th. Really interesting.</p><p>Also, sick timeline of accomplishments since late '24 when new CEO took over (h/t @hedgeye).</p><p>Luc, what about the employee strikes?!</p><p>For me? Old news and largely priced in...the real catalyst is when the strikes get *resolved*.</p><p>New CEO initiatives taking shape, insider buy, willingness to innovate, attractive chart?</p><p>Love it.</p><p>SBUX is $85.21 today. I want $100+ in first half of '26.</p><p class=\"t-img-caption\"><img alt=\" \" title=\" \" src=\"https://community-static.tradeup.com/news/257afdc235f9aa169c5c4444682c3d8b\" tg-width=\"2464\" tg-height=\"892\"><span> </span></p><h2 id=\"id_2735439632\" style=\"text-align: start;\"><span class=\"color-mark\" style=\"color: rgb(230, 126, 35);\">For SG users only, Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with unlimited trading on SG, HK, and US stocks, as well as ETFs.</span></h2><p><a href=\"https://ttm.financial/post/507537437684112\" title=\"🎉Cash Boost Account Now Supports 35,000+ Stocks &amp; ETFs – Greater Flexibility Now\" target=\"_blank\" class=\"link rich-text-anchor __anchor-intercept-flag__ text-content-link\">🎉Cash Boost Account Now Supports 35,000+ Stocks &amp; ETFs – Greater Flexibility Now</a></p><h2 id=\"id_2434358027\" style=\"text-align: start;\"><span class=\"color-mark\" style=\"color: rgb(230, 126, 35);\">Find out more here.</span></h2><blockquote><p>Complete your first Cash Boost Account trade with a trade amount of ≥ SGD1000* to get <strong>SGD 688 stock vouchers</strong>*! The trade can be executed using any payment type available under the Cash Boost Account:<strong> Cash, CPF, SRS, or CDP.</strong></p><p><a href=\"https://ttm.financial/link?target=https%3A%2F%2Fsg.tigermarketw.com%2Factivity2%2Fmarket%2F2025%2Fcontra-invitation%3Flang%3Den_US%26useAnimation%3Dtrue\" title=\"Click to access the activity\" target=\"_blank\" class=\"link rich-text-anchor __anchor-intercept-flag__ text-content-link\">Click to access the activity</a></p><p><img src=\"https://community-static.tradeup.com/news/62e040c4d73c741662d709873cd4f330\"></p></blockquote><p style=\"text-align: start;\"><strong>Other helpful links:</strong></p><ul style=\"\"><li><p><a href=\"https://ttm.financial/TW/367769452580952\" title=\"💰Join the TB Contra Telegram Group to Get $10 Trading Vouchers Now🎉\" target=\"_blank\" class=\"link rich-text-anchor __anchor-intercept-flag__ text-content-link\">💰Join the TB Contra Telegram Group to Get $10 Trading Vouchers Now🎉</a></p></li><li><p><a href=\"https://www.itiger.com/sg/help/detail/06324754?_sasdk=fNDE0MTg2NzAwNTE0OTk2Mg\" title=\"How to open a CBA.\" target=\"_blank\" class=\"link rich-text-anchor __anchor-intercept-flag__ text-content-link\">How to open a CBA.</a> <a href=\"https://www.itiger.com/sg/help/detail/how-to-link-CDP?_sasdk=fNDE0MTg2NzAwNTE0OTk2Mg\" title=\"How to link your CDP account.\" target=\"_blank\" class=\"link rich-text-anchor __anchor-intercept-flag__ text-content-link\">How to link your CDP account.</a> <a href=\"https://www.itiger.com/sg/help/detail/contra-faq?_sasdk=fNDE0MTg2NzAwNTE0OTk2Mg\" title=\"Other FAQs on CBA.\" target=\"_blank\" class=\"link rich-text-anchor __anchor-intercept-flag__ text-content-link\">Other FAQs on CBA.</a> <a href=\"https://www.itiger.com/sg/invest/cash-boost\" title=\"Cash Boost Account Website.\" target=\"_blank\" class=\"link rich-text-anchor __anchor-intercept-flag__ text-content-link\">Cash Boost Account Website.</a></p></li></ul><p style=\"text-align: start;\"></p><p><img src=\"https://community-static.tradeup.com/news/0c1f52f0ec3a2f13f04e1a6a1b8cfcc6\"></p></body></html>","text":"Was reviewing our credit card bill. I almost collapsed when I saw what my wife spent on coffee at Starbucks last month... Kidding (kinda). But $Starbucks(SBUX)$ IS set up for a big 2026, here's why. CEO is Brian Niccol. Yep, the same Brian Niccol that took $Chipotle Mexican Grill(CMG)$ stock up roughly 1000% in six years. He's just over a year into the SBUX gig now, it's turnaround time. > closing poor-performing stores, restructuring > testing new scheduling feature (HUGE customer pain point) > sold 60% of its China business (offloads a brutally competitive market, but keeps 40% of the upside) What else? There's been one insider transaction this year...it was recently, and it was a BUY. Director bought roughly $1M worth of stock on November 10th. Really interesting. Also, sick timeline of accomplishments since late '24 when new CEO took over (h/t @hedgeye). Luc, what about the employee strikes?! For me? Old news and largely priced in...the real catalyst is when the strikes get *resolved*. New CEO initiatives taking shape, insider buy, willingness to innovate, attractive chart? Love it. SBUX is $85.21 today. I want $100+ in first half of '26. For SG users only, Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with unlimited trading on SG, HK, and US stocks, as well as ETFs. 🎉Cash Boost Account Now Supports 35,000+ Stocks & ETFs – Greater Flexibility Now Find out more here. Complete your first Cash Boost Account trade with a trade amount of ≥ SGD1000* to get SGD 688 stock vouchers*! The trade can be executed using any payment type available under the Cash Boost Account: Cash, CPF, SRS, or CDP. Click to access the activity Other helpful links: 💰Join the TB Contra Telegram Group to Get $10 Trading Vouchers Now🎉 How to open a CBA. How to link your CDP account. Other FAQs on CBA. Cash Boost Account Website.","highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/512138468458944","repostId":0,"isVote":1,"tweetType":1,"viewCount":382,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["CMG","SBUX"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":1549,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/512138468458944"}