Polen Capital Management highlights Starbucks' growth potential under new CEO Brian Niccol

From Yahoo Finance: 2025-05-16 08:03:00

Polen Capital Management released its first-quarter 2025 investor letter, highlighting the impact of the Trump victory, tariffs, and market performance on their strategy. The strategy returned -6.07% (gross) and -6.25% (net) compared to benchmark indices. A copy of the letter can be downloaded for more details on their top picks in 2025.

In the investor letter, Polen Focus Growth Strategy discussed their position in Starbucks Corporation (NASDAQ: SBUX), citing new CEO Brian Niccol’s turnaround plan as a positive growth catalyst. Starbucks stock closed at $86.65 per share on May 15, 2025, with a market cap of $99.16 billion. The company’s one-month return was 6.32%.

Starbucks Corporation (NASDAQ: SBUX) was highlighted in Polen’s Q1 2025 investor letter for its growth potential under new leadership. The company’s strategic turnaround plan is expected to enhance store operations, customer experience, and margins, driving future growth. Starbucks remains an aspirational brand with a loyal customer base for long-term success.

While Starbucks Corporation (NASDAQ: SBUX) is not among the 30 most popular stocks among hedge funds, 84 hedge fund portfolios held the stock in Q4 2025. The company reported consolidated revenue of $8.8 billion in Q2 2025, up 3% year-over-year. While Starbucks has potential, AI stocks may offer higher returns in a shorter timeframe.

In another article, Starbucks Corporation (NASDAQ: SBUX) was discussed in relation to short-selling activities among crowded hedge fund stocks. For more investor insights from hedge funds and leading investors, check out the hedge fund investor letters Q1 2025 page. Explore more articles on stock trends and market insights for a comprehensive view.

Read more: Should You Consider Adding Starbucks Corporation (SBUX) to Your Portfolio?