For the past few years, the ****** sment of coffee stocks on Wall Street has been simple: The upstart was winning. Dutch Bros (NYSE: BROS) ran circles around the incumbent, while Starbucks (NASDAQ: SBUX) stumbled through slumping sales and a leadership shake-up.
In 2026, the script flipped hard. Starbucks shares climbed sharply this year, while Dutch Bros slid somewhat. The question now is whether the elephant can keep stepping on the challenger through the back half of the year.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
The turnaround is real, and it has a name: "Back to Starbucks," the plan led by CEO Brian Niccol. After a long stretch of falling traffic, Starbucks coaxed customers back into its cafes, posting positive comparable sales after several quarters of declines and, crucially, seeing morning visits recover across the U.S.
The company credits simple, unglamorous fixes. These include better staffing, faster service, and a renewed focus on the in-store experience. They have helped bring some of the regulars back. When a business this size gets its foot traffic moving in the right direction again, the momentum tends to feed on itself. And management has grown confident enough to raise its outlook for the year.
In 2026, the script flipped hard. Starbucks shares climbed sharply this year, while Dutch Bros slid somewhat. The question now is whether the elephant can keep stepping on the challenger through the back half of the year.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
The turnaround is real, and it has a name: "Back to Starbucks," the plan led by CEO Brian Niccol. After a long stretch of falling traffic, Starbucks coaxed customers back into its cafes, posting positive comparable sales after several quarters of declines and, crucially, seeing morning visits recover across the U.S.
The company credits simple, unglamorous fixes. These include better staffing, faster service, and a renewed focus on the in-store experience. They have helped bring some of the regulars back. When a business this size gets its foot traffic moving in the right direction again, the momentum tends to feed on itself. And management has grown confident enough to raise its outlook for the year.
12 days ago
