$SBUX 0.57 Developing

Notable posts

• @wallstengine neutral 828 eng

  Starbucks is reportedly using AI to build in-house software that could replace some Microsoft inventory and IBM maintenance tools. Some rollout could happen by end-2027 if testing works. $SBUX spends about $400M/year on software and is targeting $2B in cost cuts. Starbucks has also been working on a POS system that would replace Oracle Simphony. CTO Anand Varadarajan told employees: “There’s clear opportunities to reduce the spend in software.”

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• @StockSavvyShay neutral 521 eng

  $SBUX is reportedly using AI to build in-house software that could replace parts of its $MSFT inventory and $ORCL POS stack. CTO Anand Varadarajan told employees “There’s clear opportunities to reduce the spend in software” as Starbucks targets $2B in cost cuts. https://t.co/FdCNuYEQJU

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• @stocktalkweekly neutral 387 eng

  *STARBUCKS USING AI TO CREATE INTERNAL SOFTWARE TOOLS TO REPLACE MICROSOFT, IBM, AND ORACLE APPLICATIONS - BLOOMBERG $SBUX $MSFT $IBM $ORCL $IGV Starbucks is reportedly creating its own software tools using artificial intelligence that could replace applications it currently purchases from Microsoft and International Business Machines. The coffee chain is said to be building alternatives to a Microsoft system for inventory tracking and an IBM tool for maintenance management. Some of the internally developed software could launch by the end of next year, subject to testing results. Starbucks spends approximately $400 million annually on software, Chief Technology Officer Anand Varadarajan told workers in an internal forum earlier this year. "There's clear opportunities to reduce the spend in software," Varadarajan said. The move is part of a broader turnaround effort to cut $2 billion in costs. The company is reviewing "every contract and service" related to technology, the presentation showed. AI-assisted coding played a central role in developing the platform that could replace the IBM tool. Starbucks has been encouraging tech workers to use artificial intelligence, including factoring usage into their bonuses. The company has also been working for several years on building a point-of-sale system to replace Oracle Simphony, according to the report. The Starbucks enterprise technology team is on track to reduce its budget by about $30 million in the fiscal year ending in late September. This includes cutting approximately $10 million in software spending and saving another $13 million mostly by reducing contractors from professional services firms.

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• @wallstengine neutral 138 eng

  STARBUCKS WEIGHS SALE OF MAJORITY STAKE IN JAPAN 🇯🇵 BUSINESS AT ~$3B VALUATION $SBUX is considering selling control of its Japan operations, its largest company-operated market outside the U.S., with 1,883 stores representing nearly 9% of its global footprint. A formal sale process could begin in Q4, with both global and Japanese buyout firms expected to show interest. Starbucks took full control of the business in 2014 at a roughly $1.5B valuation, when it had about 1,050 stores. The unit could now be worth around $3B. The move would further reshape Starbucks’ international portfolio after it ceded control of its China business last year. Source: Reuters

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• @wallstengine neutral 123 eng

  Starbucks $SBUX plans to close 250 underperforming North American stores and take about $300M in restructuring charges. Most closures are expected by the end of FY26.

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• @antibearthesis bullish 112 eng

  $SBUX is up 3.4% after pivoting to AI coffee You genuinely can’t make this up 💀 https://t.co/8AGjnirSkd

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• @Ashton_1nvests bullish 34 eng

  6 companies I think could benefit from doing LESS, not more: $SNAP $CELH $NKE $SBUX $ETSY $PYPL

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• @ripster47 neutral 56 eng

  🚨 Free Thursday Gameplan Courtsey @TENETTRADEGROUP $META $MSFT $SOXL $HOOD $CMG $ARM $QCOM $SBUX $TSLA $MU $SNDK $AAOI $NBIS $CBRS https://t.co/0OVZQookcw

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