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August 4, 2025 14 mins
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Speaker 1 (00:00):
A Timmy, do you drink Starbucks? You like coffee?

Speaker 2 (00:02):
Yeah, but I do it at home. I'm not a
let's waste money at Starbucks.

Speaker 1 (00:07):
Money, thank you very much? Okay, right.

Speaker 2 (00:10):
Her husband loves it though, like multiple times her husband, Yeah.

Speaker 1 (00:14):
What the you have a husband?

Speaker 3 (00:16):
Guys, I'm out of here, man. This is what what
she said earlier. She has a friend who is single. Okay, yes,
she gave you in a person single hook it up
with this say hang on Starbus. Starbucks reveals shocking earning
in the latest report. Okay, Starbucks confirms ceo confirms plans
to close up ninety locations by the end of twenty

(00:38):
twenty six, Rob, why don't you start off with that one.
By the way, let me give you a reminder of
who this guy is. He is one of the most
sought out CEOs in America the last fifteen years. This
guy came into Chipotle when it was worth seven billion dollars.
Six years later, after he left Chipotle as the CEO,
Chipotle was worth seventy one billion dollars. Okay, that's Brian Nickel.

(01:02):
He started off I believe as a CMO. Can you
look Rob, if he was a CMO of Domino's Pizza
or another Brian Nicol was a CMO of Domino's Pizza
or who was he the CMO of it was one
of the pizza It was a CMO.

Speaker 1 (01:18):
He used to know. He used to be a CMO
of a pizza place.

Speaker 3 (01:21):
If you go, if you can see pizza, yeah, type
in a pizza. He was with some pizza company before,
like twelve years ago. There it is a major pizza
chain for the Little Caesars pizza pizza Brian Nichols listens
to I'm telling you he was a pizza CMO at
some kind of a pizza Brian. It was a Domino
h Okay. Dominos was a Pizza.

Speaker 1 (01:41):
Hut pizza Okay. So he was a.

Speaker 3 (01:42):
CMO at Pizza Hut, right, and then goes to Chipotle
and then goes guy's been around the block.

Speaker 1 (01:47):
He's a Scot And here's listen. Pizza Mex.

Speaker 3 (01:49):
Starbucks brought him in because Starbucks was having so many
issues with the lazy CEO they had that said if
you call.

Speaker 1 (01:54):
Me after six o'clock, you better have a plan. You
don't call me after six o'clock.

Speaker 3 (01:58):
That was the former CMO who was a former I
think he was like a consultant at one of.

Speaker 1 (02:03):
These consultant front exactly. Yeah, So anyways, player for clifts.
Thank that dude. This guy's legit, so he's a heavyweight.
Go forward.

Speaker 4 (02:11):
This is him explaining why they're making this shift away
from the ninety locations that they have open and closing them.

Speaker 1 (02:16):
Go forward.

Speaker 5 (02:17):
When I got here about ten months ago, we said
we were going to get going on this back to
Starbucks strategy, which really is founded first and foremost on
resetting our operating platform. Unfortunately, I think there were some
choices made before me that really set us back on
our ability to create that great customer connection between our
barista and customer and provide the type of customer service

(02:39):
that the Starbucks brand frankly is known for and should
be known for. And so that's really why we created
the Green Apron service model. It's all around basically providing
the right labor in store so that our partners have
the right amount of time to execute the task that
they need to execute, and then also be able to
give the customer service and that connection to our customers

(03:02):
that we want to provide.

Speaker 1 (03:03):
And also as a part of this, we.

Speaker 5 (03:05):
Had to bring some order to mobile order, we had
to make sure that we were staffed and deployed correctly
for the drive through. So you know, look, I'm really
proud of where we are and the fact that actually,
during our pilot across fifteen hundred stores, we saw tremendous
progress on both you know, the order to mobile order,

(03:26):
the ability to be deployed correctly, the ability to provide
the right customer service experience, which gave us the confidence
to say, rather than just doing this across a couple
thousand stores, We're going to put it across all our stores.
And that's really what I was referencing in the call,
which is, hey, that's what has us ahead of schedule
is getting the operating foundation back in place, getting back
to being a world class customer service company, and really

(03:48):
setting up the expectation that you're going to have the
ability to have the community experience you want in our
cafes and the connection that you want with our baristas.
And you know, so, yeah, I'm connection with the baristas.

Speaker 2 (04:01):
There are some nice people, but I don't know what's happening.
It doesn't matter if you're in the most conservative city.
Everybody with green hair and wages and the septum piercing,
and you know, ambiguous gender works at the freaking star Wars.

Speaker 3 (04:15):
Right, She's what Hampton's And I'm like, what is wrong
with everybody's that is flawed?

Speaker 2 (04:21):
I don't I don't know.

Speaker 3 (04:22):
If I don't know, how do.

Speaker 1 (04:24):
You hire though? How do you do? You hate your dad?
You damn right get in there and color your hair? Yeah,
I don't know.

Speaker 6 (04:30):
It's weird even even right here, we're in Florida. You
go outside our office, there's a Starbucks. One girl has
a my pronouns are she and them?

Speaker 3 (04:38):
They?

Speaker 1 (04:39):
She's plural, she has all of them, she has every
one of them. They are meet her?

Speaker 3 (04:43):
What?

Speaker 1 (04:43):
Then? Really? I'm that serious?

Speaker 3 (04:45):
No, I just wonder, By the way, this guy the
day they announced him as a CEO, Starbucks made twenty
billion dollars. The day of the announcement of him being high,
he went up twenty to twenty five percent day one,
and this complete pay package was like ninety eight million dollars.

Speaker 1 (04:59):
Everybody was bitching the Is.

Speaker 2 (05:00):
He the one that instituted the reforms about the clothing
that they were striking over? I think it must have
been him if he's been around.

Speaker 1 (05:08):
For Yeah, he's only been around for a few months.

Speaker 2 (05:10):
Well, they freaked out and they started protesting because they
had to wear a black shirt and khakis, I believe,
and the green hairs and stuff. They still can have
their green hair and look like freaks, but they just
have to wear.

Speaker 1 (05:21):
The cat's and they are mad that they.

Speaker 2 (05:24):
Didn't get to express themselves and they had to wear
even what would be a very baseline uniform. They were
very pissed off about that and they were striking.

Speaker 3 (05:33):
It's going to be interesting on how he matches because
he's a disciplinarian himself. And I looked it up on
who he was with. He was with a Taco Bell
for six years, and it was with Pizza Hut for
six years when he worked for a Young Brands, So
twenty five to eleven, Pizza Hut twenty eleven to twenty
eighteen was Young Brands with a Taco Bell.

Speaker 1 (05:52):
So yeah, apparently that's the guy. Tom. What are your
thoughts on this year yourself? I know you're following the
story closely, so I have two key thoughts.

Speaker 7 (05:59):
Firsts, I'm a fan of Brian Nicol because I'm a
fan of strong leadership and people want to get it done.
And I hope he turns a Starbucks into a long
term investible stock because that's where you know, I see
a reflection of it. Now, then, if he's going to
win me bad, second thing, if he's going to win
me back and others, he's still got work to do,
and I think he knows he's got work to do.

Speaker 1 (06:20):
I don't want to go in.

Speaker 7 (06:21):
There where I feel, you know, I get a where
my future looks bright hat or something, and I don't
want to have the side eye from the barista or
the or the you know, the clerk there. And by
the way, I did this. I'm telling you I did this,
and Kim freaked out when I did it. They asked

(06:42):
for my name and I said, it's two words. Let
me spell for you. G O A T and then
second word are U M.

Speaker 1 (06:49):
P and goat rump.

Speaker 6 (06:52):
But say it fast trump, Go Trump.

Speaker 7 (06:56):
And they said, I got a white I got a
white mocha for go Trump. And then everybody looks around
like this, thank you, and Kim's like they're gonna shoot
you in here. You're gonna get killed. But my point is,
what's my point, Tom, What's my point? My point is,
if you want to you're doing things to bring the
experience back, but you need to bring the Brian, You've

(07:17):
got to bring.

Speaker 1 (07:18):
The experience back for everybody.

Speaker 7 (07:19):
We all got to go in there and feel welcomed
and not get the side eye look. And there's a
lot of things with your staff, the same staff that
were protesting when you were just trying to get a
unified dress code, so there was unification and things. You
know what, Brian, You've got some work to do there.
Because when I was in the Hamptons this summer, I
didn't go to Starbucks, not once. I went to Hampton

(07:40):
Coffee and I wore my Future Looks Bright hat.

Speaker 1 (07:42):
And there's a lot of liberals there.

Speaker 7 (07:44):
There was conservatives there, not once, not once that I
get anything other than please and thank you and just
friendly surface. And so that's what you're up against, where
you've got things like that that are a alternative.

Speaker 1 (07:57):
And so I wish him luck.

Speaker 7 (07:59):
I want to see him win because there was a
day where I was a regular Starbucks customer. I was
there on my phone, ordered my regular drink, came in,
picked it up, said hello to the person. But that's
years ago, that's years ago. He still got work to
do but I hope he makes it.

Speaker 5 (08:14):
Well.

Speaker 6 (08:14):
They're making the shift because remember in twenty seventeen, I
was in LA when this was happening. They had an
open door policy that means anyone could just use Starbucks all.

Speaker 1 (08:21):
The areas bathroom.

Speaker 6 (08:23):
Dude, there was homeless people washing their butts in the
sink and they couldn't do anything about it. So they
changed January twenty twenty five, they changed it. They Starbucks
announced its new coffeehouse Code of Conduct year twenty eighteen
was the open door policy.

Speaker 1 (08:38):
This was under Schultz. Schultz was the guy.

Speaker 6 (08:40):
Yes, oh, Howard Howard Schultz woke forget it.

Speaker 3 (08:44):
He's not fully work. He's a libertarian, but he's definitely
not a Republican. He wanted to run for president. Yeah, yeah,
he almost ran for president, but he did try to
let everybody hander try to And by the way, I
just looked it up right now, eighty seven percent of
their employer always donate to liberal candidates since two thousand
and four to twenty nineteen. And I asked, I said,

(09:06):
why are so many employees that Starbucks part of LGBTQ.

Speaker 1 (09:11):
What did it tell you? Rob?

Speaker 3 (09:12):
Starbucks established a Pride Partner network as Employee Resource Group
partner as early as nineteen ninety six. Ergs like this attract, control,
support and empower gender got it. So that's what they want.
That they got it. That's what they want. By the way,
do you have you had a bad experience at Starbucks?
Have you had a bad only when I see the bill?

(09:34):
Have you have you actually had a bad experience?

Speaker 7 (09:36):
Well, if you're if you're saying paying six.

Speaker 1 (09:38):
Dollars for that's what I'm saying.

Speaker 3 (09:40):
That's what I'm saying. Yeah, that's that's saying it's expensive.
What I'm saying.

Speaker 1 (09:44):
Getting side eye. And it's just like.

Speaker 6 (09:47):
Me and Lomberto went to the drive through and it
was an older, woke looking lady and they messed up
the drink and then I.

Speaker 1 (09:54):
Asked for it again and she was just.

Speaker 6 (09:55):
Like like it was and I was like, excuse me.

Speaker 1 (10:00):
I told the orders what my order is and she
messed it up.

Speaker 6 (10:03):
But like, it's just the majority of the people in
there don't like like like they're in Florida.

Speaker 1 (10:07):
They look like they hate us. I say, bias. Here's
what you do.

Speaker 3 (10:12):
Have a shirt every time you walk into Starbucks that
says field to burn.

Speaker 1 (10:18):
We're like a Bernie Sanders shirt. Look at the smiles
you get. I'll do that. By the way.

Speaker 3 (10:23):
You know what you should do. You should wear I'm
actually being very serious right now. Do a comedy skit,
not even a skit test experience. Wear a Hillary Clinton
I'm with her, Kamala Harris, wear all those shirts Bernie Sanders,
and go into the same Starbucks and see.

Speaker 1 (10:43):
How they treat you.

Speaker 3 (10:44):
And then go and wear a Trump shirt with a
Maga hat and see how they.

Speaker 1 (10:48):
Treat and I put on the cover camera.

Speaker 2 (10:50):
There's a simple solution.

Speaker 1 (10:52):
In the Starbucks.

Speaker 2 (10:53):
You play country music. Watch how it changes. Play country music,
Watch out it changes.

Speaker 1 (11:00):
You say that.

Speaker 2 (11:00):
I think the people that are there that have the
green hair and the septum piercings and all that, I
don't think they'll I don't think they'll work there anymore
with the country music. I don't. It just changes the
complete vibe of everything. I'm just I'm just telling you.
Play country music.

Speaker 4 (11:14):
Maybe in Nashville, No, not in the Starbucks.

Speaker 2 (11:19):
No, we have the green hair of the septem period.

Speaker 7 (11:21):
We could wear our T shirts that say I Love country.

Speaker 2 (11:24):
Yes, a blue city though, but it's every coffee you
notice that every coming.

Speaker 4 (11:31):
Do you remember we went we were we were in Austin.
I believe we went to that coffee shop Austin.

Speaker 1 (11:34):
It's not Nashville.

Speaker 4 (11:35):
Well, I'm just saying in general, there was like three
transgender people working at the Starbucks.

Speaker 1 (11:39):
And hanging out about it.

Speaker 4 (11:41):
But Tommy brings up the biggest thing. Forget about ideology
for a second. Starbucks will make you go broke.

Speaker 1 (11:47):
You talked about how you make coffee.

Speaker 2 (11:49):
From home, and yeah, I think it's ridiculous. They've money
on watered down.

Speaker 4 (11:54):
One time I did aim an neck and I was
I was helping somebody with their personal finance. I said,
where's all your money going? You make one hundred grand
a year, but you have no money saved. I was like,
let's walk through your big three expenses. You're housing, your transportation,
your food, and beverage. Came out to be that they
went to Starbucks every single morning and they spent six
dollars on a coffee plus a little uh sandwich. Good dude,

(12:16):
you're spending twelve bucks every morning in Starbucks. Do the
math on that. Okay, so you're spending fifty sixty dollars
a week. You're spending twenty five hundred dollars a year
on Starbucks. That's money that can go in your roth
iray that runey can go to four one k. And
now you're just getting watered down coffee and you have
no money to show for it. It's called death by
one thousand and six that I'm laughing, But she said no,

(12:36):
Videy can shut up now because I'm talking.

Speaker 1 (12:38):
Well, I'm so sorry for me.

Speaker 4 (12:39):
I don't care about the wokeism, the ideology, the LGBT,
the trans the average person. Well, basically, go broke drinking Starbucks.

Speaker 6 (12:48):
Tom, because she says she loves country music. Tom love
counching music. And Tom's showing me this T shirt that
people sell. I love country music.

Speaker 1 (13:00):
Get it. Oh my god.

Speaker 6 (13:04):
That's why you had to interrupt me by Tom Stupid hilarious.

Speaker 1 (13:07):
We've got Tommy Lauren here. We gonna act like an infant.

Speaker 3 (13:09):
You were asking about the latest Polo shirts that are
coming up.

Speaker 1 (13:13):
Uh.

Speaker 3 (13:13):
It took us a few months to get him there finally,
and I wore one of these. Everybody was asking, what
did you get these victim of polo shirts?

Speaker 1 (13:18):
They're right there.

Speaker 3 (13:19):
We got them in brown, black, white, gray, and another white.
There's a bunch of them on here for those because
it's hot. Yesterday we flew from Orlando. We're on a
flight flying back on this private jet and we're asking
the pilot, Hey, can you turn on the AC? I
can't turn on the AC. Mario makes the mistake of asking.
The guy says, I heard this is a this is

(13:39):
a mock. What did he ask him? He said, and
the guy was like, yeah, actually got one point one.
And then next thing you know, we get on the
Gendi discover whom we start doing all this stuff, showing off.
I'm like, what is this guy doing? On the way back,
we're flying low. He says, I can't turn on the AC.
I get off the plane.

Speaker 1 (13:56):
Were remember what.

Speaker 3 (13:59):
Over you? I get off the plane, My entire shirt
is flipping, you know, drenched. And this is why Tommy
just announced he's moving to Florida because she loved the here.
But for some of you guys that are in the heat,
you want to wear a Polo shirt and have the
Victim and Geiron, go place your order at VT merch
dot com. We did not order too many of these,

(14:19):
but if you want to get him, go to VT
merch dot com. Place your order support them. We were
at Orlando at the Gaylord event. Can now wait to
see all of you guys at the WALL conference. If
you enjoy this video, you want to watch more videos
like this, click here, and if you want to watch
the entire podcast, click here,
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