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CMG & SBUX to Serve Earnings: Can Margins Sustain as Competition Grows?

8 min29 juli 2026

Bryan Gildenberg has his sights set on margins when it comes to Chipotle's (CMG) earnings after competitors in the fast casual space showed signs of compression. In Starbucks (SBUX), he argues competition will be the key pressure point for the coffee giant, as it will need to justify rising prices to core consumers. Tom White offers an example options trade for Starbucks.


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