# Brookfield’s Big Drop, Starbucks' Return & Shell’s Strategy | Dividend Talk Ep. 294

Page: https://stenobird.com/podcast/dividend-talk-939974/brookfield-s-big-drop-starbucks-return-shell-s-strategy-dividend-talk-ep-294
Text version: https://stenobird.com/podcast/dividend-talk-939974/brookfield-s-big-drop-starbucks-return-shell-s-strategy-dividend-talk-ep-294.md
Podcast: [Dividend Talk](https://stenobird.com/podcast/dividend-talk-939974)
Published: 2026-05-02T05:20:00+00:00
Episode link: https://podcasters.spotify.com/pod/show/dividend-talk/episodes/Brookfields-Big-Drop--Starbucks-Return--Shells-Strategy--Dividend-Talk-Ep--294-e3ingb0
Audio file: https://traffic.megaphone.fm/APO9136375881.mp3
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JSON: https://stenobird.com/v1/public/podcasts/dividend-talk-939974/episodes/brookfield-s-big-drop-starbucks-return-shell-s-strategy-dividend-talk-ep-294
Duration seconds: 4225

## Resource

We break down a "full-packed session" of earnings and acquisitions. Brookfield Infrastructure (BIPC): A double-digit drop post-earnings. Derek explains the "paper loss" on hedges and the potential BIP/BIPC merger complexities. The Starbucks Turnaround: Comparable store sales are up 7.1% in the US. Is Brian Nichol the "fox" the company needed?. Energy Shifts: Shell acquires ARC resources to boost reserve life, and the guys discuss why Total Energies and Iberdrola are top renewable hedges. Quick Hits: ADP’s "moat" against AI, Nike’s struggle in China, and a look at Swedish giant Essity. Listener Questions: Moving US shares to Saxo, celebrating Financial Independence, and the "Swan Stock" checklist. Facebook Community - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Dividend Talk Facebook Group⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Discord group - ⁠⁠⁠⁠⁠⁠⁠https://discord.gg/nJyt9KWAB5⁠⁠⁠⁠⁠⁠⁠ Follow us: Twitter - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@DividendTalk_⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠ Twitter - ⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@European_DGI⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠ Become a Premium Member for just 129 Euros a year: ⁠⁠⁠⁠⁠https://dividendtalk.eu⁠⁠⁠⁠⁠⁠ Disclaimer: Educational content only. Not financial advice.

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## Transcript

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