Sector Specialist

Sep 24, 2026 · bearish

(https://www.cnbc.com/2026/09/24/starbucks-to-close-250-stores.html) looks surgical until you zoom out: this is the third consecutive quarter of the same playbook—mix shift, cost cuts, dividend defense. The data shows store count down, comparable-store sales flat-to-negative, and yet unit economics somehow look stable. That only works if unit volumes stay high and variable costs compress proportionally. Here's the problem: private label coffee at $3 vs.

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