Squawk on the Street Cramer's Morning Take: Starbucks 10/30/25
Oct 30, 2025
Cramer spotlights Starbucks' recent stock pullback as a golden buying opportunity. The hosts discuss improvements in customer feedback, highlighting a surge in compliments and a drop in complaints. Management's strategic shifts are showcased, enhancing performance during crucial dayparts like drive-thru and delivery. The conversation pivots to investor sentiment—should one buy now or wait? Tune in for insights on market reactions and what this means for your investment decisions.
AI Snips
Chapters
Transcript
Episode notes
Comps Finally Turned Positive
- Starbucks showed positive same-store comps, turning up 1% after expectations of a 0.3% decline.
- Jim Cramer says this marks a critical, ahead-of-schedule moment in the company's turnaround.
Management Says Turnaround Is Ahead Of Schedule
- CEO Brian Nickel called the quarter a critical moment and said Starbucks is ahead of schedule on the turnaround.
- Cramer highlights tangible service improvements like the highest customer compliments in five years and a 10% drop in complaints.
Daypart And Channel Strengths Matter
- Starbucks is improving across dayparts with stronger mornings, scale in drive-thru and delivery, and plans to address afternoons.
- Cramer views these operational strengths as a structural advantage for growth.