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ICYMI: Starbucks Seems Healthy and Growing, Snap and Twitter Have User Losses

Starbucks, Snap, Twitter and Kraft-Heinz all had important news Friday. Only one of those had good news.

Sure, the broader U.S. market came back Friday after Thursday's losses. 

But, some new info came out some important stocks. 


Starbucks Corp. (SBUX) - Get Starbucks Corporation Report might have been conservative on issuing to the market its expectations for growth. Morgan Stanley analysts hosted the Starbucks chief financial officer, Pat Grismer, in Boston on Thursday, Feb. 21. 

The takeaway? Starbucks' 7% to 9% long-term sales growth, and 10% earnings-per-share might be a conservative estimate.

"Long-term targets outlined at investor day (7-9% revenue growth, 17-18% operating margin, 10%+ EPS growth) feel more conservative to us following meetings," the analysts wrote in a note out Friday. 

Starbucks' U.S. business is improving (that was clear in the latest earnings report), but that may continue going forward, as Morgan Stanley pointed out the afternoon promotions are positioned to spur solid foot traffic growth. 

Snap, Twitter

Bad news for these guys. 

Snap Inc. (SNAP) - Get Snap, Inc. Class A Report saw a 20% year-over-year decline in user engagement (time spent on the platform) in December, say Goldman Sachs analysts in a note out Thursday. 

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Twitter Inc. (TWTR) - Get Twitter, Inc. Report saw a 10% year-over-year decline in user engagement for the month of December. 

Kraft-Heinz Co.

(KHC) - Get Kraft Heinz Company (KHC) Report

fell 27% to $34.95 a share Friday after a di

smal fourth quarter earnings report

. Tons of analysis on Kraft-Heinz,



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