Go to Jeff Salisbury LWGate Home Page.From: "Duke Miller" <dukemill@tampabay.rr.com>
Subject: RE: [CANSLIM] Too Much Building
Date: Mon, 15 Jul 2002 21:57:25 -0400
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I respectfully disagree: This morning I had my usual coffee with my
bride who likes it so strong her best friends refuse to frequent her
presence at java time. This time I ground it, to Espresso consistency:
very fine. I knew it would blow my head off, and it did. She gasped
with delight. The coffee: Starbucks Breakfast Blend. Two pounds for
$16.95. Purchased at Sam's Club, Sarasota, FL. The nation's third
largest chain, Publix, based here in Florida, has been selling SBUX
beans for some time. 10 oz for $8.99.
As for the saturation, you can convert all the customers you want. But
EVERY store has a trading radius; when you put the same store within
another's radius, you can convert all you want, you're stealing from
Peter to pay Paul.
- -----Original Message-----
From: owner-canslim@lists.xmission.com
[mailto:owner-canslim@lists.xmission.com] On Behalf Of Mendheart@aol.com
Sent: Monday, July 15, 2002 3:43 PM
To: canslim@lists.xmission.com
Subject: Re: [CANSLIM] Too Much Building
In a message dated 7/15/02 8:49:01 AM Mountain Daylight Time,
dukemill@tampabay.rr.com writes:
As for Starbucks, once they reach saturation, you watch. They'll then
put the squeeze on to milk (cream?) earnings out of the cash cow. And
so on...
Duke
I respectfully disagree on SBUX Duke. SBUX learned the saturation game
a long time ago. It has the most superlative property acquisition team
in the country. We've heard the saturation thing many times but they're
amazing at converting new customers in a closely well defined region.
Furthermore, they haven't cannibalized their store business by making
coffee available in supermarkets. MCD is a different cat!
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<DIV><SPAN class=3D609494801-16072002><FONT face=3DArial>I respectfully=20
disagree: This morning I had my usual coffee with my bride who =
likes it so=20
strong her best friends refuse to frequent her presence at java =
time. This=20
time I ground it, to Espresso consistency: very fine. I knew it =
would blow=20
my head off, and it did. She gasped with delight. The=20
coffee: Starbucks Breakfast Blend. Two pounds for =
$16.95. =20
Purchased at Sam's Club, Sarasota, FL. The nation's =
third=20
largest chain, Publix, based here in Florida, has been selling SBUX =
beans for=20
some time. 10 oz for $8.99.</FONT></SPAN></DIV>
<DIV><SPAN class=3D609494801-16072002><FONT =
face=3DArial></FONT></SPAN> </DIV>
<DIV><SPAN class=3D609494801-16072002><FONT face=3DArial>As for the =
saturation, you=20
can convert all the customers you want. But EVERY store has a =
trading=20
radius; when you put the same store within another's radius, you can =
convert all=20
you want, you're stealing from Peter to pay Paul. =
</FONT></SPAN></DIV>
<DIV><SPAN class=3D609494801-16072002><FONT =
face=3DArial></FONT></SPAN> </DIV>
<DIV><SPAN class=3D609494801-16072002><FONT =
face=3DArial></FONT></SPAN> </DIV>
<BLOCKQUOTE style=3D"MARGIN-RIGHT: 0px">
<DIV></DIV>
<DIV class=3DOutlookMessageHeader lang=3Den-us dir=3Dltr =
align=3Dleft><FONT=20
face=3DTahoma size=3D2>-----Original Message-----<BR><B>From:</B>=20
owner-canslim@lists.xmission.com =
[mailto:owner-canslim@lists.xmission.com]=20
<B>On Behalf Of </B>Mendheart@aol.com<BR><B>Sent:</B> Monday, July 15, =
2002=20
3:43 PM<BR><B>To:</B> canslim@lists.xmission.com<BR><B>Subject:</B> =
Re:=20
[CANSLIM] Too Much Building<BR><BR></FONT></DIV><FONT=20
face=3Darial,helvetica><FONT size=3D2>In a message dated 7/15/02 =
8:49:01 AM=20
Mountain Daylight Time, dukemill@tampabay.rr.com writes:<BR><BR><BR>
<BLOCKQUOTE=20
style=3D"PADDING-LEFT: 5px; MARGIN-LEFT: 5px; BORDER-LEFT: #0000ff 2px =
solid; MARGIN-RIGHT: 0px"=20
TYPE=3D"CITE">As for Starbucks, once they reach saturation, you =
watch. =20
They'll then<BR>put the squeeze on to milk (cream?) earnings out of =
the cash=20
cow. And<BR>so on...<BR><BR>Duke</BLOCKQUOTE><BR><BR>I =
respectfully=20
disagree on SBUX Duke. SBUX learned the saturation game a long =
time=20
ago. It has the most superlative property acquisition team in =
the=20
country. We've heard the saturation thing many times but they're =
amazing=20
at converting new customers in a closely well defined region. =20
Furthermore, they haven't cannibalized their store business by making =
coffee=20
available in supermarkets. MCD is a different cat!</FONT>=20
</FONT></BLOCKQUOTE></BODY></HTML>
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