The business
The largest global specialty coffee retailer, operating and licensing stores across North America, China and international markets.
FINANCIAL OVERVIEW
What it is and why we own it.
Role in the portfolio
A consumer-brand turnaround position, balanced by the company's steady cash generation and dividend.
What drives the numbers
- Comparable-store sales, split between traffic and average ticket
- Operating-margin recovery
- Performance in China
- Dividend and buybacks
Key risks
- Turnaround execution risk
- Weak discretionary spending by consumers
- Labour and coffee commodity costs
CHART
Price and technical analysis.
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Technical summary
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Company profile
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FUNDAMENTALS
Financials, live.
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