Starbucks is

has turned, yes. I mean, the question is

how powerfully and when will the

profitability kick in?

>> Okay.

>> They they they they comped they had same

store sales growth of 7% in the US and

North America last quarter. This

quarter, you know, there's an argument

whether it's going to be six or seven,

but it's still humming along. Uh and you

know, there's been a lot of uh slowing

down across the consumer, but these guys

are still doing very good comps.

Beverages in general, I mean, there's so

many other dynamics that we didn't talk

about in the opener. And you know, young

people versus old people, GLP-1 and

beverage versus food. It's good to be

beverage. It's usually good to be old

people, too. I mean, that's the asset

class. These guys appeal to the young

people, but they're beverages and

they're leaning in on the wellness stuff

and protein and energy and hydration.

Those are the three big things that

people want. They got them all there and

they're stepping up the service and now

they have to show the incremental

margins are going to be what they think

they're going to be, which is 60 to 65%.

And that has to really start basically

next quarter. The December quarter is

really what has to really be full

throat. If that is starts to happen,

that's when the stock can work.