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Warrant Buffet
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Warrant Buffet
@BuffetWarrant
All You Can Eat Buffet of Warrants. Caffeine Only, Not Financial Advice.
Katılım Temmuz 2020
339 Takip Edilen405 Takipçiler
Starbucks' "Back to Starbucks" turnaround is a $1B bet on bigger, slower, more third-place.
Centurium's portfolio is the exact opposite trade: barbelled at $2 (Luckin) and $7 (Blue Bottle), squeezing Starbucks' stuck middle from both ends.
The Manhattan map is what that strategy looks like on the ground.
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And the PE backstory most people are missing:
Centurium Capital (Luckin's largest shareholder) also bought Blue Bottle from Nestlé in March 2026 for under $400M.
The same fund now operates 29 Manhattan coffee stores — 14 Luckin + 15 Blue Bottle — vs Starbucks' ~160.
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$LKNCY vs $SBUX Luckin — the app-only chain backed by Centurium Capital — has opened 14 since July 2025. We mapped every Starbucks closure against every Luckin Coffee opening. The pattern is wild. 🧵
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$SBUX $LKNCY $YUMC $BROS $QSR The barista is human but an AI agent runs this experimental Swedish cafe asiaone.com/lifestyle/bari…
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$LKNCY $SBUX $YUMC $THCH Nowwa Coffee's revenue reached 700 million to 800 million yuan in 2025 eu.36kr.com/en/p/380041905…
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$LKNCY $SBUX Chinese brands are bringing their brutal F&B wars to S’pore & local bizs are feeling it vulcanpost.com/911259/chinese…
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$LKNCY $SBUX Manhattan is roughly 22.83 sq mi of land with ~1.63M residents and a daytime population of nearly 4M when commuters and tourists are layered in. The chain coffee count above sums to ~526 chain coffee outlets in Manhattan (excluding Pret), which works out to:
~23 chain coffee stores per square mile — roughly one every 1–1.5 city blocks
~1 chain coffee store per 3,100 residents (and 1 per ~7,400 daytime population)
The top two chains alone (Dunkin' + Starbucks = 328) account for 63% of all chain coffee outlets in the borough. For context, this is one of the densest coffee markets on Earth.
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$LKNCY $SBUX Chinese Restaurant Chains Race Overseas, but the Real Test Is Moving Money ichongqing.info/2026/05/14/chi…
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