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Starbucks Faces a Tall Order

28 min • 1 maj 2024

Customers are willing to pay up, as long as it’s convenient. Amazon’s e-commerce segment proves it, but at Starbucks long lines during peak periods have customers rethinking their orders. 


(00:21) Asit Sharma and Dylan Lewis discuss:


- In the face of revenue declines and struggling comps, are Starbucks’ shares worth watching?

- Amazon’s eye-popping operating margin, fueled by strength in its ad business, the cloud, and cost-cutting measures.


(14:57) The name of the game in food is innovation – Mary Long talks with food and beverage analyst David Henkes about McDonald’s new approach with CosMc’s



Companies discussed: SBUX, AMZN, MCD


Host: Dylan Lewis

Guests: Asit Sharma, Mary Long, David Henkes

Producer: Mary Long

Engineers: Dan Boyd

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