원문 보기
well everyone welcome back to my channel so today I will talk about the stock Starbucks ticker symbol is SVU X and I find its stock is very attractive to me and the hero shares of the reason that's why I find it's so interesting so recently I saw interview with Bo LACMA but you're not doing dollars went into you know we sold Starbucks around $90 for share we repurchase it around $60 year around today's prices we've got about an eight or nine percent position in storable X we've worked our stock in Ashland we bought a lot more stock in Berkshire Hathaway we've bought more stock in you know we've got four full has just been made to a point five million dollars through this economic downturn and he shared that he has purchased our Starbucks price again although recently I think just a three month ago he saw his several million several hundred million Starbucks shares and $90 and he mentioned that he recently reported stock stock box of that price at the price range of like $60 and he mentions because as the economy is going back to normal and people are getting back to work and there's more and more testing going on and people are like staying home so he has a positive aspect of the economy so that's why he feels like Starbucks stock price we are going back to normal and today I wanna share some of my finest about the Starbucks that I may not know before dark box has been in the industry for around 30 years and the 30 years why it's become so competitive like along with other companies and what makes this brand or product feel so special so first I will give you guys some fun facts company so the company has majorly product is their retail stores which accounts I think majority of their revenue source is like seventy percent and also they have licensed business which they can give the permit to licensee to operate their Starbucks stores and which accounts I believe is around ten percent and they also have some other revenue source by collaborating with other companies like they have the ready to bring start Starbucks drinks of some other products like K Cups and qivana and also some other like beverages I think the first advantages company has is its mobile payment system so they launched the mobile system like the mobile app into the night which is so early it's like when a lot of the company is going to have into the mobile game yet Starbucks already have this mobile app ready and working very well through Starbucks payment system the customers can just go through their app and my scan the barcode they can make the payment so now there's even people going out without Bali but they were not going out without a phone so if they have the Starbucks app on their app even though they forgot their wallet there's you being able to purchase Starbucks so that gives us some more channels to the companies that the customers are now just to limit to the credit card or - the second point I find interesting is a completely used technology and AI to measure the customer experience and also - it has their loyalty program so like a lot of companies doing now Starbucks has a point system where you can earn points by purchase drinks or food in the dark Starbucks store and when you reach a certain milestone they will give you a free food or drink and they thought that it's very early irena lower insulin 13 when I was just doing an internship in a space company and my manager said that he finally hit his Starbucks milestone like he have certain amount of drinks per month and then he can enjoy a limited coffee every day so at that time it gives me a very strong impression that this loyalty program is what a lot of customers are like it's very interesting and that they are just like striving for it to drink coffee and it has a big moment in their customer base or the company also used AI technology to suggest a drink you may like or it's on the customer's purchase experience and they will create some seed that the customer may like so that makes the app more personalized rather than some standard retail that trying to sell their product in general so that's what makes a brand different from other retailers the third advantage I think is Starbucks have they're like big works plan in China in the next five years so although now there's a lot of companies they want to grow probably that was very well in the international markets like in China in India and Japan and we know that in China market previously they have a competitor lacking coffee but recently due to some financial scandal lacking coffee is obviously done so that's bringing Starbucks in the leading position again in a Chinese market and they pretend steady grow because there was in China they just not only have the physical store but also they have covered with Alibaba like they can order the coffee online and get it delivered so that is like you other GrubHub and or your other worries and get yourself works so that's also how we can show in the current Kobe my consideration from a financial perspective the company has been doing well in the past like 50 years except like during 2007 2008 because of the bad management the company didn't figure out the good strategies to grow and after their founder Howard shoes I don't know whether I pronounced his name correctly but his name is Howard after the founder compared to the company the company has like regain their strategy so flywheel digital strategy and their financial has been going back on track and their growth has been like in the double-digit like middle to high level three passive years and their balance sheet is very healthy with a large amount of cash flow so I think they would definitely survive in this copy of 19 situations because they are just a leading companies in industry and we know the fundamentals and financial data are all very attractive some that now let's talk about stock price so overall I think Starbucks is a very strong brand and they provide like specialty product and to the consumers which can create the pricing premium so currently in stock price is $77 I feel like it's still undervalue well we compared with the stock price of $86 in the December last year when there's no coronavirus yet and although I cannot I may not get the price point as good as Bo Akmal around 60 to 70 dollars but I think even around 70 dollars is a still good long-term environment and that would be very stable because as I see Starbucks as a strong brand like plenty in the heart of people I think whether you coming get back they we all like from time to time they will want a cup of treat treatment for themselves as the product in my opinion this tastes very good that's all my thoughts on Starbucks today I hope you guys find it helpful and I will see you guys in my next video bye
댓글 0