related news & insights
Starbucks (SBUX): Simon Erickson Called It a Long-Term Buy at the Ugliest Point. Comps Have Since Turned +8%.
In December 2025 Starbucks looked broadly unattractive: comps down, transactions down, repurchases halted. The verdict was still a long-term buy. Here is what the numbers said then, and what they say now.
Oil Passed $100 and Pump Prices Rose 35% in a Month. Five Months Later They Have Not Come Back.
Crude passed $100 a barrel in March 2026 for the first time since 2022, and the national average for gasoline went from $2.94 to $3.96 in four weeks. Here is what the official price series shows since — and why it lands on consumer discretionary companies.




