Re: [CANSLIM] Too Much Building

From: "Donald Wallker" <dougald@dmv.com>
Subject: Re: [CANSLIM] Too Much Building
Date: Tue, 16 Jul 2002 07:27:40 -0400

Previous Article (by Subject): [CANSLIM] Subject line (was: Too Much Building) Hermann Ertl
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MessageBy the way - my Wife and I are also fond of Starbucks Coffee.  =
However we find the Breakfast Blend to be weak.  So - what we do is buy =
and mix together Starbucks French Roast and Espresso.  I suggest that =
you try it. VTY Donald =20
  ----- 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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<BODY bgColor=3D#ffffff>
<DIV><FONT face=3DArial size=3D2>By the way - my Wife and I are also =
fond of=20
Starbucks Coffee.&nbsp; However we find the Breakfast Blend to be =
weak.&nbsp; So=20
- - what we do is buy and mix together Starbucks French Roast and =
Espresso.&nbsp;=20
I suggest that you try it. VTY Donald&nbsp; </FONT></DIV>
<BLOCKQUOTE dir=3Dltr=20
style=3D"PADDING-RIGHT: 0px; PADDING-LEFT: 5px; MARGIN-LEFT: 5px; =
BORDER-LEFT: #000000 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:&nbsp; 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.&nbsp;=20
  This time I ground it, to Espresso consistency: very fine.&nbsp; I =
knew it=20
  would blow my head off, and it did.&nbsp; She gasped with =
delight.&nbsp; The=20
  coffee:&nbsp;&nbsp;Starbucks Breakfast Blend.&nbsp; Two pounds for=20
  $16.95.&nbsp; Purchased&nbsp;at Sam's Club, Sarasota, FL.&nbsp;&nbsp; =
The=20
  nation's third largest chain, Publix, based here in Florida, has been =
selling=20
  SBUX beans for some time.&nbsp; 10 oz for $8.99.</FONT></SPAN></DIV>
  <DIV><SPAN class=3D609494801-16072002><FONT=20
face=3DArial></FONT></SPAN>&nbsp;</DIV>
  <DIV><SPAN class=3D609494801-16072002><FONT face=3DArial>As for the =
saturation,=20
  you can convert all the customers you want.&nbsp; 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.&nbsp;=20
  </FONT></SPAN></DIV>
  <DIV><SPAN class=3D609494801-16072002><FONT=20
face=3DArial></FONT></SPAN>&nbsp;</DIV>
  <DIV><SPAN class=3D609494801-16072002><FONT=20
face=3DArial></FONT></SPAN>&nbsp;</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.&nbsp;=20
      They'll then<BR>put the squeeze on to milk (cream?) earnings out =
of the=20
      cash cow.&nbsp; And<BR>so on...<BR><BR>Duke</BLOCKQUOTE><BR><BR>I=20
    respectfully disagree on SBUX Duke.&nbsp; SBUX learned the =
saturation game a=20
    long time ago.&nbsp; It has the most superlative property =
acquisition team=20
    in the country.&nbsp; We've heard the saturation thing many times =
but=20
    they're amazing at converting new customers in a closely well =
defined=20
    region.&nbsp; Furthermore, they haven't cannibalized their store =
business by=20
    making coffee available in supermarkets.&nbsp; MCD is a different=20
    cat!</FONT> </FONT></BLOCKQUOTE></BLOCKQUOTE></BODY></HTML>

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