My thesis since 2012: Starbucks is morphing into a tech and payments company: CNNMoney http://money.cnn.com/2015/01/23/investing/starbucks-kevin-johnson/ …
@eric_research Eric, to me retailers like Apple and Starbucks know customers better. I see Starbucks customizing systems to other merchants
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@BrianRoemmele yes. But will there customers feel the need or connection with that brand to use it? Unless very high end- IMO no -
@eric_research Eric, yes. Understand what they will crest will work on Apple Pay. - 9 more replies
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