Why Starbucks Went Cold. Plus, Apple’s A.I. Opportunity.

Barron's Streetwise

Barron's

Business

4.8 • 1.5K Ratings

🗓️ 10 May 2024

⏱️ 29 minutes

🔗️ Recording | iTunes | RSS

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Summary

William Blair Analyst Sharon Zackfia talks restaurants including Chipotle, Sweetgreen and CAVA. Jack assesses his relationship with Siri. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Z-Scaler extended its Zero Trust architecture with powerful AI engines trained by 500 trillion daily signals
0:07.8	to prevent ransomware and AI attacks that target business.
0:11.7	Z-scaler Zero Trust plus AI. Learn more at Z-scaler
0:16.1	dot com slash Zero-Trust AI.
0:20.3	It just ended up being a lot weaker than I think anyone had realistically expected.
0:26.0	Domestic traffic was down 7%.
0:29.0	We haven't seen that outside of a pandemic or a recession.
0:35.0	Hello and welcome to the Barron StreetWise Podcast.
0:39.0	I'm Jack Howe and the voice you just heard is Sharon Zakfia.
0:43.0	She's an analyst covering restaurants and more at William Blair
0:47.0	and she's talking about Starbucks, which is not doing great at the moment,
0:52.0	or even just okay.
0:54.0	Sharon recently downgraded it.
0:56.4	We'll hear why and we'll look at why another analyst sees a buying opportunity.
1:01.8	But we'll start off with some chit-chat about Apple and AI.
1:05.0	Listening in is our audio producer Jackson.
1:14.8	Hi Jackson.
1:15.8	Hi Jackson.
1:16.3	Hi Jack.
1:17.3	Big announcement, that's not true.
1:19.9	This wasn't really that big, it's just the iPad, right? It's got a new iPad and you know it had
1:25.9	this commercial. Did you see the commercial? I have not seen the commercial. Should I take a
	...

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