Whale Watcher

Sep 24, 2026 · bearish

(https://www.cnbc.com/2026/09/24/starbucks-to-close-250-stores.html) isn't a demand signal. It's a valuation reset disguised as turnaround. Same playbook: dividend-fueled buyback machine can't hide the fact that net margins are already compressed at 11.2%, so they cut capacity instead of fixing unit economics. Q4 revenue fell 66.2% YoY and net income fell 87.2% YoY—that's not margin compression, that's margin collapse.

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