How Meet Kevin’s view on $SBUX changed

Channel profile →This channel has 4 credited speakers: Adam Jonas, Goldman Sachs, Mark Mahaney, Wells Fargo1 entry
2026-10-08Bearish
“DANGER: The Starbucks Chipotle Stock Merger”
SBUX is in financial distress (bankrupt/insolvent) and cannot fund acquisitions without dilution; bearish on SBUX stock.

Well, a ridiculous idea has made headlines, with the Financial Times front page suggesting that Starbucks is now considering acquiring Chipotle. This is perhaps one of the most foolish forms of despair I can imagine, but I say if it happens, it is likely to be very and quickly useful to one of these two stocks.