Consumer Services U.S. Community

Bear case Recent announcements by CEO about getting back to the Starbucks way are vague. Claims about improving customer experience by bringing back quicker service and improving in-store experience but also announcing job cuts and focus on online orders are not compatible.

Norwegian Cruise Line Holdings (NCLH) is navigating a wave of momentum, driven by strong financial moves, a favorable macroeconomic backdrop, and bullish industry trends. Here’s why I believe the stock has significant upside potential this year: Cruise Industry Growth : Recent data from AAA reveals that US cruise travel is set to reach a record 19 million passengers in 2025, up 4.5% from last year and a stunning 34% higher than pre-COVID levels in 2019.

Afya Limited (NASDAQ: AFYA) is a Brazilian company specializing in medical education and digital health services. Sector: Education Industry: Medical Education Market Capitalization: $1.4b (small cap) Major Competitors: Afya Limited (NASDAQ: AFYA) is a prominent player in Brazil's medical education sector.

Key Takeaways Coffee consumption is still growing, and demand is inelastic Its brand strength means it can pass on higher costs to consumers SBUX will continue performing well domestically and globally Margins will slightly improve, despite pressure from cost increases The new CEO can stay on top of the risks of elevated debt, unionization issues, and foreign expansions. Catalysts Brand Strength and Inflationary Resilience Will Help Keep Revenue Predictable Since the stock market peaked, Starbucks scored six consecutive strong quarters showing minimal inflationary impact on its customer base in the core market (North America).

Key Takeaways Store growth plans to increase by 74% internationally, but only 12% in the US. Coffee demand is expected to be a tailwind for revenues longer term, growing at a stable 4.2%.

Catalysts Duolingo Max, featuring AI-enabled features, somewhat positively adopted. Steady growth continue in current market conditions.

Education is broken. Public schools have become battlegrounds that serve the lowest common denominator.

Catalysts Millennial and Gen Z Preferences : The growing preferences of Millennial and Gen Z travelers favor Airbnb over traditional hotels. Airbnb’s unique listings appeal to these demographics’ desires for authentic, local stays and memorable experiences.

Key Takeaways Expanded partnerships and distribution networks are poised to boost revenue and brand awareness in both domestic and international markets. Restructuring and modernization initiatives are focused on improving profit margins, efficiency, and earnings over the next few years.