Go to Jeff Salisbury LWGate Home Page.From: "J. Lobatto" <jlobatto@nyc.rr.com>
Subject: Re: [CANSLIM] Too Much Building
Date: Mon, 15 Jul 2002 23:02:17 -0400
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MessageHere in NYC, I watched as SBUX ran every competitor out of =
business. They would open stores directly across the street from rivals =
and within a few months SBUX shut the enemy down. Of couse the =
population density here allows for the profitable existence of a =
Starbucks every few blocks, but their path to dominance was a veritable =
coffee neutron bomb. Killed all the competitors but left the stores =
standing so they could move in to the choicest locations.
Jon
----- Original Message -----=20
From: Duke Miller=20
To: canslim@lists.xmission.com=20
Sent: Monday, July 15, 2002 9:57 PM
Subject: RE: [CANSLIM] Too Much Building
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. =20
-----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!=20
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<HTML><HEAD><TITLE>Message</TITLE>
<META http-equiv=3DContent-Type content=3D"text/html; =
charset=3Diso-8859-1">
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<BODY bgColor=3D#ffffff>
<DIV><FONT face=3DArial color=3D#0000ff>Here in NYC, I watched as SBUX =
ran every=20
competitor out of business. They would open stores directly across the =
street=20
from rivals and within a few months SBUX shut the enemy down. Of couse =
the=20
population density here allows for the profitable existence of a =
Starbucks every=20
few blocks, but their path to dominance was a veritable coffee neutron =
bomb.=20
Killed all the competitors but left the stores standing so they could =
move in to=20
the choicest locations.</FONT></DIV>
<DIV><FONT face=3DArial color=3D#0000ff></FONT> </DIV>
<DIV><FONT face=3DArial color=3D#0000ff>Jon</FONT></DIV>
<BLOCKQUOTE dir=3Dltr=20
style=3D"PADDING-RIGHT: 0px; PADDING-LEFT: 5px; MARGIN-LEFT: 5px; =
BORDER-LEFT: #0000ff 2px solid; MARGIN-RIGHT: 0px">
<DIV style=3D"FONT: 10pt arial">----- Original Message ----- </DIV>
<DIV=20
style=3D"BACKGROUND: #e4e4e4; FONT: 10pt arial; font-color: =
black"><B>From:</B>=20
<A title=3Ddukemill@tampabay.rr.com =
href=3D"mailto:dukemill@tampabay.rr.com">Duke=20
Miller</A> </DIV>
<DIV style=3D"FONT: 10pt arial"><B>To:</B> <A =
title=3Dcanslim@lists.xmission.com=20
=
href=3D"mailto:canslim@lists.xmission.com">canslim@lists.xmission.com</A>=
</DIV>
<DIV style=3D"FONT: 10pt arial"><B>Sent:</B> Monday, July 15, 2002 =
9:57 PM</DIV>
<DIV style=3D"FONT: 10pt arial"><B>Subject:</B> RE: [CANSLIM] Too Much =
Building</DIV>
<DIV><BR></DIV>
<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=20
so strong her best friends refuse to frequent her presence at java =
time. =20
This time I ground it, to Espresso consistency: very fine. I =
knew it=20
would blow my head off, and it did. She gasped with =
delight. The=20
coffee: Starbucks Breakfast Blend. Two pounds for=20
$16.95. Purchased at Sam's Club, Sarasota, FL. =
The=20
nation's third largest chain, Publix, based here in Florida, has been =
selling=20
SBUX beans for some time. 10 oz for $8.99.</FONT></SPAN></DIV>
<DIV><SPAN class=3D609494801-16072002><FONT=20
face=3DArial></FONT></SPAN> </DIV>
<DIV><SPAN class=3D609494801-16072002><FONT face=3DArial>As for the =
saturation,=20
you can convert all the customers you want. But EVERY store has =
a=20
trading radius; when you put the same store within another's radius, =
you can=20
convert all you want, you're stealing from Peter to pay Paul. =20
</FONT></SPAN></DIV>
<DIV><SPAN class=3D609494801-16072002><FONT=20
face=3DArial></FONT></SPAN> </DIV>
<DIV><SPAN class=3D609494801-16072002><FONT=20
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=20
cash cow. And<BR>so on...<BR><BR>Duke</BLOCKQUOTE><BR><BR>I=20
respectfully disagree on SBUX Duke. SBUX learned the =
saturation game a=20
long time ago. It has the most superlative property =
acquisition team=20
in the country. We've heard the saturation thing many times =
but=20
they're amazing at converting new customers in a closely well =
defined=20
region. Furthermore, they haven't cannibalized their store =
business by=20
making coffee available in supermarkets. MCD is a different=20
cat!</FONT> </FONT></BLOCKQUOTE></BLOCKQUOTE></BODY></HTML>
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