Analysts Offer Insights on Consumer Cyclical Companies: Starbucks (SBUX) and Camping World Holdings (CWH)
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Starbucks (SBUX)
In a report released yesterday, Andrew Charles from TD Cowen maintained a Hold rating on Starbucks, with a price target of $95.00. The company's shares closed last Tuesday at $92.96.
According to TipRanks.com, Charles is a 5-star analyst with an average return of 9.1% and a 54.2% success rate. Charles covers the NA sector, focusing on stocks such as Restaurant Brands International, First Watch Restaurant Group, and Darden Restaurants.
The word on The Street in general, suggests a Moderate Buy analyst consensus rating for Starbucks with a $96.29 average price target, which is a 3.3% upside from current levels. In a report issued on July 14, Citi also maintained a Hold rating on the stock with a $100.00 price target.
Camping World Holdings (CWH)
Roth MKM analyst Scott Stember reiterated a Buy rating on Camping World Holdings yesterday and set a price target of $18.00. The company's shares closed last Tuesday at $17.64.
According to TipRanks.com, Stember is a 4-star analyst with an average return of 8.8% and a 56.9% success rate. Stember covers the NA sector, focusing on stocks such as Standard Motor Products, Winnebago Industries, and Fox Factory Holding.
The word on The Street in general, suggests a Strong Buy analyst consensus rating for Camping World Holdings with a $21.33 average price target.
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Starbucks Plans Kiosks to Cut Long Lines at Airport Locations
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Yahoo
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Starbucks earnings report draws sharp views from veteran trader, hedge funder
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Starbucks posted fiscal-third-quarter results on July 29, and Guilfoyle, whose career dates back to the floor of the New York Stock Exchange in the 1980s, dug into the numbers. Starbucks CEO says turnaround plan is working The coffee-brewing retailer reported its sixth straight quarter of lower same-store sales, but revenue was slightly better than expected as the company continued its "Back to Starbucks" turnaround program. "It's clear Back to Starbucks is the right plan," Chief Executive Brian Niccol said during an earnings call with analysts. "It is grounded in feedback from our customers and partners and it's rooted in what has always set us apart: a welcoming coffeehouse where people gather and where we serve the finest coffee handcrafted by our skilled baristas." 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"I am passing on both — I would not bottom-fish despite the material share-price weakness," he said in a post on Doug's Daily Diary. "In summary, the two companies have morphed into overpriced purveyors of food/coffee — while the quality of their product offering has deteriorated and the selling cost of the product has risen." Kass even posted a photo of a Starbucks cheese danish selling for $3.25 and declared that 'I couldn't create a danish as unappealing.' "I suspect the turnarounds for both companies will take much more time than expected," he earnings report draws sharp views from veteran trader, hedge funder first appeared on TheStreet on Aug 1, 2025 This story was originally reported by TheStreet on Aug 1, 2025, where it first appeared. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Geek Wire
6 hours ago
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Starbucks pioneered mobile ordering. Now the coffee giant is ditching a pickup-only store concept.
Starbucks is ending its pickup-only store concept, including at this location in Seattle near the Space Needle. (GeekWire Photos / Taylor Soper) I stopped by one of Starbucks' mobile-focused pickup-only locations in Seattle this week after the company announced that it was sunsetting the small-format stores. My experience was quick, seamless, and convenient — and perhaps that's the problem. In a call with investors on Tuesday announcing the news, Starbucks CEO Brian Niccol described the pickup-only stores as 'overly transactional and lacking the warmth and human connection that defines our brand.' Niccol, the former Chipotle CEO who joined Starbucks last year, is leading an overhaul under a plan called 'Back to Starbucks' in a bid to boost slumping sales. The Seattle coffee giant just reported its sixth-straight quarter of declining same-store sales. Part of that strategy is to re-center stores as a place where customers spend more time — the 'third place' concept championed by former longtime Starbucks CEO Howard Schultz. Moving away from the tech-driven pickup stores is a notable shift for a company that once leaned heavily into its technology as a competitive advantage. Starbucks was early to mobile ordering, launched its own digital wallet long before Apple Pay took off, and has one of the most popular loyalty apps in the food and beverage industry, with nearly 34 million active users. Mobile orders represent nearly a third of total transactions at U.S. company-operated stores. Niccol said he thinks Starbucks can thread the needle between convenience and coziness. 'We have a strong digital offering and believe we can deliver the same level of convenience through our community coffeehouses with a superior mobile order and pay experience,' he said Tuesday. Mobile orders show up on a status screen inside Starbucks' pickup-only stores. Starbucks is still leaning into technology under Niccol's leadership, including a new 'Smart Queue' order sequencing algorithm built to help improve mobile ordering — which has been a sore spot for the company given how it creates congestion inside stores. Niccol also said the company is working on what he calls the 'coffeehouse of the future,' including a new prototype store design with 32 seats and a drive-thru, and a smaller version with 10 seats. The CEO said he hopes the changes can help reestablish 'that moment of connection between a barista and their customer, bringing back warm and welcoming coffeehouses with great seats, delivering drinks in four minutes or less in the cafe and drive-thru while bringing order to mobile order…' The move away from mobile-focused stores comes as Starbucks' techie rival Luckin — which operates cashierless, app-only stores — just opened its first U.S. locations in New York City after overtaking Starbucks in China. I was in New York City in 2019 when Starbucks first debuted the mobile order and pick-up only concept. I had a pretty similar experience back then — convenient and fast. During my quick stop at the pickup store in Seattle this week, I saw six or seven other people come through in a 5-minute span, at 5:45 p.m. on a Thursday evening. They walked in, grabbed their drink, and left — a grab-and-go, frictionless experience that Starbucks once imagined. Now, though, that friction — seats in a store, a brief chat with a barista, your name on a cup — might be the feature, not the bug.
