Starbucks Corporation (SBUX): A Bull Case Theory
We came across a bullish thesis on Starbucks Corporation (SBUX) on Substack by Business Model Mastery. In this article, we will summarize the bulls’ thesis on SBUX.
Starbucks Corp (SBUX)
Market is closed
Sector: Retail-Eating & Drinking Places
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Diamond Hill Capital Ric Dillon | 2,487,640 | $244,012,608 | -24% | 1.12% |
| 2. | Markel Gayner Asset Management Tom Gayner | 623,818 | $61,190,307 | +2% | 0.54% |
| 3. | Impax Asset Management Ian Simm | 262,760 | $25,774,128 | -16% | 0.16% |
| 4. | Bailard Inc Thomas Bailard | 23,767 | $2,331,344 | +1% | 0.06% |
| 5. | Neo Ivy Capital Renee Yao | 21,434 | $2,102,461 | 0.67% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $91.50 | 380 | Director | 36,242 | 2024-09-06 | Filing | |
| $92.58 | 54,750 | Director | 433,254 | 2022-09-15 | Filing | |
| $92.53 | 10,000 | Director | 23,658 | 2022-09-15 | Filing | |
| $68.85 | 72,500 | Officer, Director | 19,606,960 | 2022-05-12 | Filing | |
| $73.10 | 16,900 | Officer, Director | 19,534,460 | 2022-05-10 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $101.37 | 19,102 | Officer | 46,115 | 2024-11-29 | Filing | |
| $99.54 | 1,491 | Officer | 80,124 | 2024-11-21 | Filing | |
| $99.07 | 1,452 | Officer | 65,648 | 2024-11-15 | Filing | |
| $94.03 | 3,250 | Officer | 75,054 | 2024-08-15 | Filing | |
| $91.16 | 3,290 | Officer | 62,502 | 2024-08-13 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 78,237,997 | $7,674,365,192 | 0.16% | |
| 2. | 8,336,826 | $817,759,242 | 0.57% | |
| 3. | 8,219,261 | $806,227,316 | 0.16% | |
| 4. | 4,552,921 | $446,596,021 | 0.15% | |
| 5. | 3,821,390 | $374,840,152 | 0.12% |
News See All
Starbucks Corporation (NASDAQ:SBUX) Q2 2025 Earnings Call Transcript
Operator: Good afternoon. My name is Diego and I will be your conference operator today. I would like to welcome everyone to Starbucks Second Quarter Fiscal Year 2025 Conference Call.
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