Cramer's Morning Take: Starbucks 10/10/25
Squawk on the Street
CNBC
4.1 • 567 Ratings
🗓️ 10 October 2025
⏱️ 3 minutes
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| 0:00.0 | Hey, it's Kramer, and this is my morning take on the market from today's CBC Investing Club morning meeting. I also saw Starbucks, Brian Nicol on the schedule. Yes, and now it's very interesting because that stock has been down along with a lot of consumer stocks. You mentioned the other than the... It's been a tough week for Starbucks, Dutch Bros. I want to buy it. I want to buy it. Why don't I want to buy it? Because while coffee, I know it costs a little more to get a cup of coffee, he's introducing things. I'll tell you what he's like. He's like Ramon Liguarta. Ramon Liguarta saved his job by introducing a huge number of snacks and drinks. The CEO of Pepsi. Yes. |
| 0:37.6 | And I think that if you believe that Ramon Liguard can get that stock from 139 to 149 as it was, you better start believing this may can get this stock to 100. I think he's got a plan. I think his plan is going to work. Don't forget, he can sell China in any given moment. He told me there are multiple buyers of China. He had put together a couple of... This is Starbucks. |
| 0:54.4 | Back to Starbucks. |
| 0:55.4 | They put together a couple good weeks and he urged me there were multiple buyers in China. He had put together the other... This is Starbucks. Back to Starbucks. They put together a couple of good weeks and he urged me, |
| 0:57.6 | please don't get ahead of this. Because he had given a memo out, he wanted me to know, please, |
| 1:03.1 | don't extrapolate. Don't extrapolate. Well, look, I know we know turnarounds are not linear. |
| 1:08.7 | Exactly. There was actually some positive reviews of Starbucks as well as Nike yesterday in that |
| 1:13.6 | semi-annual Piper Sandler team survey. |
| 1:16.6 | And it's made us money. |
| 1:17.6 | Now remember, Elliot would tell you that On's not doing as well as it was. |
| 1:22.6 | Hoke, who's not doing as well as it was, but new balances. |
| 1:28.3 | And he regards new balance, for competitors, |
| 1:30.3 | new balances running, and everything starts with running |
| 1:33.3 | if you're with Nike. |
| 1:34.3 | He's made that point to me multiple times. |
| 1:36.3 | Start your day with my outlook on the market every morning. |
| 1:39.3 | Visit cnbc.com slash morning take |
| 1:42.3 | to become a CNBC investing club member at a special rate today. |
| 1:49.5 | All opinions expressed by Jim Kramer on this podcast and in connection with the CNBC |
| 1:53.6 | Investing Club are solely Kramer's opinions and do not reflect the opinions of CNBC, NBC Universal, |
| 1:59.3 | or their parent company or affiliates, and may have been |
| 2:01.6 | previously disseminated by Kramer on television, radio, internet, or another medium. No specific |
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