Coffee Holding Co. Inc. (JVA)
Coca‑Cola scraps Costa Coffee sale, FT reports
Coca-Cola has abandoned plans to sell its Costa Coffee chain after offers from private equity firms came in below expectations, the Financial Times reported on Wednesday.
Is Dutch Bros Winning the Coffee Wars With Traffic, Not Pricing?
BROS is standing out by driving same-shop sales with traffic gains, not price hikes, as transactions and digital tools fuel growth.
J.M. Smucker's Coffee Sales Rise: Is Pricing Still the Key Driver?
SJM's U.S. coffee sales increase in Q2 as pricing fuels growth, offsetting weaker volumes and proving brands can absorb higher prices.
Dutch Bros: A High-Growth Coffee Chain With Long-Term Upside Still Brewing
Dutch Bros is rated Buy, supported by robust growth, aggressive expansion plans, and strong financial health despite the stock nearly tripling from 2023 lows. BROS targets 2,029 stores by 2029, with 160 new shops in 2025, leveraging a differentiated culture and service model to capture market share from mature peers like Starbucks. Valuation analysis yields an intrinsic value that's above the current levels, reflecting confidence in sustained high growth and expansion runway.
Luckin Coffee: An Opportunistic Bet On Cheap Coffee
Luckin Coffee: An Opportunistic Bet On Cheap Coffee
Coffee Holding Co., Inc. (JVA) Shareholder/Analyst Call Prepared Remarks Transcript
Coffee Holding Co., Inc. (JVA) Shareholder/Analyst Call Prepared Remarks Transcript
Coca-Cola holds last-ditch talks in bid to salvage Costa Coffee sale, FT reports
U.S. soft drinks company Coca-Cola's proposed sale of Costa Coffee is at risk of collapse and the company is holding last-ditch talks with private equity firm TDR Capital this weekend in an attempt to salvage it, the Financial Times reported on Saturday, citing people familiar with the matter.
Black Rock Coffee Bar, Inc. (BRCB) Presents at Morgan Stanley Global Consumer & Retail Conference 2025 Transcript
Black Rock Coffee Bar, Inc. (BRCB) Presents at Morgan Stanley Global Consumer & Retail Conference 2025 Transcript
Black Rock Coffee Bar: Remain Very Positive On The Growth Runway
Black Rock Coffee Bar maintains a buy rating, driven by robust double-digit same-store sales growth and strong new store performance. BRCB's loyalty program and food innovation, particularly egg bites, are increasing average ticket size and broadening purchase occasions, fueling further growth. Despite permitting delays, BRCB's store pipeline remains intact, setting up for accelerated revenue and margin expansion as new units mature.
Can Dutch Bros Protect Its Margins as Coffee Inflation Heats Up?
BROS balances rising coffee costs with strong digital adoption, hot food gains and steady traffic to keep its long-term growth engine intact.
Luckin Coffee May Be The World's Next Default Coffee Brand
Luckin Coffee Inc. delivers ~50% revenue growth in Q3, driven by robust same-store sales and rapid store expansion, outpacing sector peers. LKNCY's global expansion, product innovation, and delivery growth fuel brand momentum, while a strong cash position supports continued growth. Despite margin pressures from delivery promotions, LKNCY's same-store sales growth and market share gains remain industry-leading, with potential for margin recovery ahead.
From Comps to Coffee Costs: What Will Define SBUX's FY26 Trajectory?
Starbucks enters fiscal 2026 with comp gains and service upgrades, but rising coffee costs and an uneven recovery still loom.
