Starbucks Corporation (SBUX) is facing a critical inflection point with new CEO Brian Niccol, known for turning around Chipotle and Taco Bell. Niccol aims to restore customer experience and brand strength through new marketing campaigns, operational refinement, and optimized mobile ordering. Risks remain, but potential upside includes margin expansion and sustained revenue growth.

In a recent article, tharp05 shared a bullish thesis on Starbucks Corporation (SBUX), highlighting the company’s strong returns, leadership transition to Brian Niccol, and potential for operational and brand revitalization. Niccol’s targeted approach to building capable teams and optimizing mobile ordering could lead to margin expansion and sustained revenue growth for Starbucks.

Read more at Yahoo Finance: Starbucks Corporation (SBUX): A Bull Case Theory