Markets turn Trump, Long rates spike, Election home stretch, Influencer mania, Saving Starbucks

5150.413 - 5179.145 Jason Calacanis

Where the puck is going is where a large percentage of the people that probably were buying Starbucks products and were very loyal Starbucks customers will have very different consumption habits as they more pervasively use these GLP-1s. And this in a nutshell is not something that Starbucks can fix with their current product mix. And so I think that they're fighting into a headwind.