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Upturn AI SWOT - About
SBUX 
Starbucks Corporation (SBUX)
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Upturn Advisory Summary
07/03/2025: SBUX (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Number of Analysts
34 Analysts rated it
Highly popular stock, broad analyst coverage, trusted insights, strong investor interest.
1 Year Target Price $92.95
1 Year Target Price $92.95
| 9 | Strong Buy |
| 6 | Buy |
| 18 | Hold |
| 0 | Sell |
| 1 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -9.41% | Avg. Invested days 36 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 07/03/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 107.32B USD | Price to earnings Ratio 34.34 | 1Y Target Price 92.95 |
Price to earnings Ratio 34.34 | 1Y Target Price 92.95 | ||
Volume (30-day avg) 34 | Beta 0.99 | 52 Weeks Range 69.81 - 116.64 | Updated Date 07/5/2025 |
52 Weeks Range 69.81 - 116.64 | Updated Date 07/5/2025 | ||
Dividends yield (FY) 2.66% | Basic EPS (TTM) 2.75 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 8.61% | Operating Margin (TTM) 7.51% |
Management Effectiveness
Return on Assets (TTM) 8.98% | Return on Equity (TTM) - |
Valuation
Trailing PE 34.34 | Forward PE 32.05 | Enterprise Value 130319516000 | Price to Sales(TTM) 2.95 |
Enterprise Value 130319516000 | Price to Sales(TTM) 2.95 | ||
Enterprise Value to Revenue 3.59 | Enterprise Value to EBITDA 20.57 | Shares Outstanding 1136400000 | Shares Floating 1134286296 |
Shares Outstanding 1136400000 | Shares Floating 1134286296 | ||
Percent Insiders 0.16 | Percent Institutions 84.71 |
Upturn AI SWOT
Starbucks Corporation
Company Overview
History and Background
Founded in Seattle, Washington in 1971, Starbucks started as a coffee bean roaster and retailer. It expanded rapidly in the 1980s under Howard Schultz, transforming into a global coffeehouse chain. Significant milestones include the IPO in 1992 and international expansion.
Core Business Areas
- Retail Operations: Operates company-operated stores and licensed stores globally, selling coffee, tea, food, and merchandise.
- Channel Development: Sells packaged coffee, tea, and ready-to-drink beverages through grocery stores, foodservice distributors, and other channels.
Leadership and Structure
Laxman Narasimhan is the CEO. The company has a typical corporate structure with various departments like operations, marketing, finance, and technology.
Top Products and Market Share
Key Offerings
- Coffee Beverages: Espresso-based drinks (lattes, cappuccinos), brewed coffee, and iced coffee are core offerings. Starbucks holds roughly 34% of the US coffee shop market share (Euromonitor, 2023). Competitors include Dunkin', McDonald's, and local coffee shops.
- Food Items: Pastries, sandwiches, salads, and yogurt parfaits. While specific market share is hard to define for these items, they contribute significantly to revenue and compete against quick-service restaurants and bakeries. Competitors include Panera Bread and fast-food chains.
- Packaged Coffee and Merchandise: Whole bean and ground coffee, K-Cup pods, and Starbucks-branded merchandise. Competes with Keurig Dr Pepper, Nestlu00e9, and other coffee brands in the retail market. This segment makes up a smaller portion of their overall revenue.
Market Dynamics
Industry Overview
The coffee shop industry is characterized by strong competition, evolving consumer preferences, and increasing demand for specialty coffee and convenience. Growth is driven by urbanization, rising disposable incomes, and changing lifestyles.
Positioning
Starbucks is a premium coffeehouse chain known for its quality coffee, consistent customer experience, and store ambience. Its brand recognition and loyalty program provide a competitive advantage.
Total Addressable Market (TAM)
The global coffee shop market is estimated to be worth over $495 billion USD in 2024 and is expected to grow annually (CAGR 4.3%). Starbucks is positioned to capture a substantial portion of this market through its global presence and brand recognition.
Upturn SWOT Analysis
Strengths
- Strong Brand Recognition
- Extensive Global Presence
- Loyalty Program (Starbucks Rewards)
- Consistent Customer Experience
- Strong Supply Chain
Weaknesses
- High Prices Compared to Competitors
- Dependence on Coffee Bean Prices
- Potential for Brand Dilution
- Inconsistent execution in some international markets
Opportunities
- Expansion into Emerging Markets
- Development of New Product Categories (e.g., plant-based options)
- Leveraging Technology for Personalized Experiences
- Enhancing Digital Ordering and Delivery Capabilities
Threats
- Increasing Competition from Local and Global Chains
- Fluctuations in Coffee Bean Prices
- Changing Consumer Preferences
- Economic Downturns Affecting Consumer Spending
- Supply Chain Disruptions
Competitors and Market Share
Key Competitors
- DNKN
- MCD
- YUMC
Competitive Landscape
Starbucks' competitive advantage lies in its brand recognition, customer loyalty, and store experience. However, it faces competition from lower-priced competitors like Dunkin' and McDonald's, as well as regional coffee chains and independent coffee shops. Starbucks is also investing in digital channels to compete with the growing trend of online ordering and delivery.
Major Acquisitions
Evolution Fresh
- Year: 2011
- Acquisition Price (USD millions): 30
- Strategic Rationale: Expanded Starbucks' presence in the juice and healthy beverage market.
Growth Trajectory and Initiatives
Historical Growth: Starbucks experienced rapid growth in the 1990s and 2000s, driven by store expansion and product innovation. Growth has moderated in recent years but remains solid.
Future Projections: Analysts project continued revenue growth for Starbucks, driven by international expansion, digital initiatives, and new product offerings. EPS is expected to grow at a double-digit rate over the next five years.
Recent Initiatives: Recent initiatives include expanding the digital ordering platform, opening more drive-thru locations, and focusing on sustainability initiatives, such as reducing waste and promoting ethical sourcing.
Summary
Starbucks is a strong company due to its powerful brand, consistent customer experience, and global presence. While its high prices can be a weakness, it is capitalizing on opportunities through digital innovation and international expansion. It needs to be mindful of increased competition and external economic conditions. Strong financial health supports its growth trajectory.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Starbucks Investor Relations
- Euromonitor
- Analyst Reports (e.g., Morningstar, Reuters)
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Market conditions and company performance can change rapidly.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Starbucks Corporation
Exchange NASDAQ | Headquaters Seattle, WA, United States | ||
IPO Launch date 1992-06-26 | Chairman & CEO Mr. Brian R. Niccol | ||
Sector Consumer Cyclical | Industry Restaurants | Full time employees 361000 | Website https://www.starbucks.com |
Full time employees 361000 | Website https://www.starbucks.com | ||
Starbucks Corporation, together with its subsidiaries, operates as a roaster, marketer, and retailer of coffee worldwide. The company operates through three segments: North America, International, and Channel Development. Its stores offer coffee, tea, and other beverages, roasted whole beans and ground coffees, single serve products, and ready-to-drink beverages; and various food products, such as pastries, breakfast sandwiches, and lunch items. The company also licenses its trademarks through licensed stores, and grocery and foodservice accounts. The company offers its products under the Starbucks Coffee, Teavana, Seattle's Best Coffee, Ethos, and Starbucks Reserve brands. It partners with Global Food Banking Network support food security and reduce food waste. Starbucks Corporation was founded in 1971 and is based in Seattle, Washington.
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