Independent in-depth research from Finimize, Finimize

Finimize Research

Independent in-depth research from Finimize

Finimize

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Thematic (Sector/Industry)

<ul>
<li>The US economy’s resilience hasn’t come from the many – it’s come from the top 10% as the “wealth effect” from rising asset prices has boosted spending.</li>
<li>But it works in reverse too.  Since the richest make up nearly half of America’s consumer spending, that could lead to a serious economic fallout.</li>
<li>It’s worth considering protecting your portfolio. I’ve pulled together one list of companies that should do well and another that could suffer from the change in climate.</li>
</ul>


The US economy’s resilience hasn’t come from the many – it’s come from the top 10% as the “wealth effect” from rising asset prices has boosted spending.
But it works in reverse too.  Since the richest make up nearly half of America’s consumer spending, that could lead to a serious economic fallout.
It’s worth considering protecting your portfolio. I’ve pulled together one list of companies that should do well and another that could suffer from the change in climate.


A Defensive Portfolio Prepared For The Wealth Effect’s Reversal

Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

Equity Bottom-Up

<ul><li>The first quarter fiscal year 2026 results for Starbucks Corporation present a mixed outlook with both positive momentum and ongoing challenges as the company navigates its turnaround strategy.</li><li>Starbucks delivered a 5% year-over-year increase in global revenue, reaching $9.9 billion, attributed to its "Back to Starbucks" plan, which focuses on reinvigorating sales and executing operations more efficiently.</li><li>Global comparable store sales grew by 4%, buoyed by robust performances in both North America and international markets.</li></ul>

The first quarter fiscal year 2026 results for Starbucks Corporation present a mixed outlook with both positive momentum and ongoing challenges as the company navigates its turnaround strategy.Starbucks delivered a 5% year-over-year increase in global revenue, reaching $9.9 billion, attributed to its "Back to Starbucks" plan, which focuses on reinvigorating sales and executing operations more efficiently.Global comparable store sales grew by 4%, buoyed by robust performances in both North America and international markets.

Starbucks’ Digital Menu Revolution: How Smarter Dayparts Are Driving Relevance and Traffic!

<ul><li>Starbucks Corporation reported its third-quarter fiscal year 2025 results, reflecting a phase of transformation and strategic investments aimed at repositioning the company for future growth.</li><li>The company's performance was characterized by a mixed set of results, with particular emphasis on operational overhauls and preliminary signs of progress in critical areas.</li><li>In terms of financial metrics, total company net revenue reached $9.5 billion, albeit with a global comparable store sales decline of 2%.</li></ul>

Starbucks Corporation reported its third-quarter fiscal year 2025 results, reflecting a phase of transformation and strategic investments aimed at repositioning the company for future growth.The company's performance was characterized by a mixed set of results, with particular emphasis on operational overhauls and preliminary signs of progress in critical areas.In terms of financial metrics, total company net revenue reached $9.5 billion, albeit with a global comparable store sales decline of 2%.

Starbucks Ditches China Control In $4 Billion Pivot—Here’s Who’s Really Winning!

<ul><li>Starbucks Corporation’s latest quarterly results underscored both the urgency of its transformation efforts and the early signs of progress in key areas.</li><li>For the fiscal third quarter, the company reported net revenue of $9.5 billion, yet same-store sales fell 2 percent globally—worse than the 1.5 percent decline analysts had anticipated—and earnings per share of $0.50 trailed the $0.65 consensus.</li><li>In the United States, comparable sales also dipped 2 percent, reflecting the continued impact of a year-and-a-half streak of domestic store declines.</li></ul>

Starbucks Corporation’s latest quarterly results underscored both the urgency of its transformation efforts and the early signs of progress in key areas.For the fiscal third quarter, the company reported net revenue of $9.5 billion, yet same-store sales fell 2 percent globally—worse than the 1.5 percent decline analysts had anticipated—and earnings per share of $0.50 trailed the $0.65 consensus.In the United States, comparable sales also dipped 2 percent, reflecting the continued impact of a year-and-a-half streak of domestic store declines.

Starbucks Turnaround Is ‘Ahead of Schedule’—But at What Cost?

Articles from Caixin Global, Caixin Global

Caixin Global

Articles from Caixin Global

Caixin is a media group dedicated to providing financial and business news through periodicals, online content, mobile apps, conferences, books and TV/video programs. Caixin aims to blaze a trail that helps traditional media prosper in the new media age through integrated multimedia platforms.

News from Caixin

Cross Asset Strategy

<ul><li>In Depth: China Takes on Green Energy Gridlock With Direct Connections</li><li>In Depth: Vanke’s Debt Spiral Reveals Limits of China’s Real Estate Backstop</li><li>Xi and Starmer Pledge to Reset U.K.-China Ties in Beijing Meeting</li></ul>

In Depth: China Takes on Green Energy Gridlock With Direct ConnectionsIn Depth: Vanke’s Debt Spiral Reveals Limits of China’s Real Estate BackstopXi and Starmer Pledge to Reset U.K.-China Ties in Beijing Meeting

CX Daily: China Takes on Green Energy Gridlock With Direct Connections 

United States

Starbucks Corporation retails, roasts, and provides its own brand of specialty coffee. The Company operates retail locations worldwide and sells whole bean coffees through its sales group, direct response business, supermarkets, and on the World Wide Web. Starbucks also produces and sells bottled coffee drinks and a line of ice creams.

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Starbucks Corp (SBUX US)

A Defensive Portfolio Prepared For The Wealth Effect’s Reversal

The top 10% account for around 50% of consumer spending in the US. This insight looks at the sectors and companies that could win and lose from the...

Finimize Research

Starbucks’ Digital Menu Revolution: How Smarter Dayparts Are Driving Relevance and Traffic!

The first quarter fiscal year 2026 results for Starbucks Corporation present a mixed outlook with both positive momentum and ongoing challenges as...

Baptista Research

Starbucks Ditches China Control In $4 Billion Pivot—Here’s Who’s Really Winning!

Starbucks Corporation reported its third-quarter fiscal year 2025 results, reflecting a phase of transformation and strategic investments aimed at...

Baptista Research

Starbucks Turnaround Is ‘Ahead of Schedule’—But at What Cost?

Starbucks Corporation’s latest quarterly results underscored both the urgency of its transformation efforts and the early signs of progress in key...

Baptista Research

CX Daily: China Takes on Green Energy Gridlock With Direct Connections

TOP STORIES In Depth: China Takes on Green Energy Gridlock With Direct Connections Unlike most wind farms across China, the 500-megawatt facility...

Caixin Global

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