The CEO and COO have been in their positions since 2018 and have had a long history with the brand. They were also veteran executives at MSFT and WMT. The operating margins are good (above 14%) and they have good cash flow. Their Asia market accounts for less than 16% of their revenue and they've reduced touchpoints and traffic congestion challenges in their China locations. Given the projected growth by the majority of analysts and the overall strength of this company, I think the price dip is undervalued. $Starbucks(SBUX)$
精彩评论