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Confirmed

Specialty Food Services

2 names are moving together; 0% are participating in the current session.

Co-movement

Observed intraday paths are not available for this group yet.

Members

TICKERCompanySectorTodayObserved activity
CHEFThe Chefs' Warehouse, Inc.Consumer Defensive-1.0%Group member
SBUXStarbucks CorporationConsumer Cyclical-1.0%Most structurally connected

Why we believe this

Cohort

2 names

Participation

0% this session

Observed history

1 daily builds

Filing coverage

2/2 members

restructuring affecting expense

General and administrative expenses decreased $14 million, primarily due to restructuring-related savings ($44 million), partially offset by increases in performance-based compensation ($27 million).

SBUX 10-Q

credit / rates affecting interest expense

Interest expense increased $10 million, primarily due to higher interest rates on refinanced long-term debt in the current year and reduced savings from cross-currency interest rate hedging.

SBUX 10-Q

capital investment / capacity affecting capex

The change was primarily due to a net decrease in capital expenditures of $685.7 million, driven by a reduction in new store investments and retail renovations in North America and global non-retail facilities spend, and lapping the acquisition of 23.5 Degrees Topco Limited in the first quarter of fiscal 2025.

SBUX 10-Q

Specialty Food Services can stay leader-led if secondary names fail to join while SBUX keeps moving.

Connected, outside the group

No high-confidence filing-linked non-members are available for this group yet.

History

Historical cohort observations are not available yet.