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Upturn AI SWOT - About
SBUX 
Starbucks Corporation (SBUX)
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Upturn Advisory Summary
03/27/2025: SBUX (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type Stock | Historic Profit -4.6% | Avg. Invested days 43 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/27/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 111.58B USD | Price to earnings Ratio 31.69 | 1Y Target Price 107.51 |
Price to earnings Ratio 31.69 | 1Y Target Price 107.51 | ||
Volume (30-day avg) 9731739 | Beta 0.98 | 52 Weeks Range 70.02 - 117.46 | Updated Date 04/1/2025 |
52 Weeks Range 70.02 - 117.46 | Updated Date 04/1/2025 | ||
Dividends yield (FY) 2.49% | Basic EPS (TTM) 3.1 |
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 9.73% | Operating Margin (TTM) 11.44% |
Management Effectiveness
Return on Assets (TTM) 9.78% | Return on Equity (TTM) - |
Valuation
Trailing PE 31.69 | Forward PE 33.11 | Enterprise Value 133533253632 | Price to Sales(TTM) 3.08 |
Enterprise Value 133533253632 | Price to Sales(TTM) 3.08 | ||
Enterprise Value to Revenue 3.68 | Enterprise Value to EBITDA 19.54 | Shares Outstanding 1135929984 | Shares Floating 1133866739 |
Shares Outstanding 1135929984 | Shares Floating 1133866739 | ||
Percent Insiders 0.16 | Percent Institutions 81.38 |
Analyst Ratings
Rating 3.57 | Target Price 103.8 | Buy 7 | Strong Buy 10 |
Buy 7 | Strong Buy 10 | ||
Hold 14 | Sell 1 | Strong Sell 3 | |
Strong Sell 3 |
Upturn AI SWOT
Starbucks Corporation
Company Overview
History and Background
Founded in Seattle in 1971, Starbucks started as a coffee bean retailer. Howard Schultz joined in 1982 and envisioned the company as a coffeehouse. In 1987, he purchased the company and began its expansion.
Core Business Areas
- Retail Coffee Stores: Operates company-operated and licensed stores, offering coffee, tea, pastries, and merchandise. This is the core revenue generator.
- Global Coffee Alliance with Nestle: Partnership with Nestle to sell Starbucks-branded coffee products globally through Nestle's distribution channels.
- Channel Development: Sells packaged coffee, tea, and ready-to-drink beverages through grocery stores, foodservice accounts, and other channels.
Leadership and Structure
Laxman Narasimhan is the CEO. The company has a traditional corporate structure with various departments overseeing operations, marketing, finance, and technology.
Top Products and Market Share
Key Offerings
- Hot Coffee: Starbucks' core product, various blends and roasts. Starbucks held around 60% of the US coffee shop market in 2023. Competitors include Dunkin', McDonald's, and local coffee shops. Generates the largest segment of revenue.
- Cold Beverages: Iced coffee, Frappuccinos, Refreshers. Driven by younger consumers, this segment is growing rapidly. Competitors include Dunkin', Dutch Bros, and other coffee chains. Revenue contributions growing steadily.
- Food: Pastries, sandwiches, salads. Complements beverage sales and provides additional revenue. Competitors include Panera Bread, Subway, and local bakeries.
- Packaged Coffee and Merchandise: Starbucks-branded coffee beans, mugs, and other merchandise sold in stores and online. Nestle's Global Coffee Alliance is the biggest competitor.
Market Dynamics
Industry Overview
The coffee shop industry is highly competitive and experiencing steady growth, driven by consumer demand for specialty coffee and convenience. Consolidation is increasing with acquisitions and partnerships.
Positioning
Starbucks positions itself as a premium coffeehouse experience, emphasizing quality, service, and ambiance. Its competitive advantage lies in its brand recognition, global footprint, and loyalty program.
Total Addressable Market (TAM)
The global coffee market is expected to reach over $495.91 billion by 2030. Starbucks is well-positioned to capture a significant portion of this market through its expansion plans and product innovations.
Upturn SWOT Analysis
Strengths
- Strong brand recognition
- Global presence
- Loyalty program
- Supply chain expertise
- Innovation in product offerings
Weaknesses
- High operating costs
- Price sensitivity
- Dependence on coffee bean prices
- Unionization efforts
Opportunities
- Expansion into new markets
- Growth in ready-to-drink coffee segment
- Partnerships with other food and beverage companies
- Digitalization and personalized experiences
- Menu Innovation
Threats
- Increasing competition
- Fluctuations in coffee bean prices
- Changing consumer preferences
- Economic downturns
- Geopolitical risks
Competitors and Market Share
Key Competitors
- DNKN
- MCD
- SBUX
- COFFEE HOLDING CO INC
Competitive Landscape
Starbucks has a strong brand and global presence. Competitors focus on price or specific niches. Starbucks must continue to innovate to maintain its lead.
Major Acquisitions
Teavana
- Year: 2012
- Acquisition Price (USD millions): 620
- Strategic Rationale: Expanded Starbucks' tea offerings and market presence.
Growth Trajectory and Initiatives
Historical Growth: Starbucks has experienced significant growth in revenue and store count over the past decades. Growth has slowed in recent years.
Future Projections: Analysts project continued growth in revenue and earnings per share. Expansion in China and other emerging markets is expected to drive growth.
Recent Initiatives: Recent initiatives include expansion of digital offerings, investments in technology, and menu innovation.
Summary
Starbucks is a strong company with a powerful brand and global presence. Its loyalty program and digital initiatives are working well. It needs to watch out for increasing competition and rising coffee bean prices. Managing unionization efforts is key.
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Sources and Disclaimers
Data Sources:
- Company Filings
- Market Research Reports
- Analyst Estimates
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Market conditions 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. Starbucks Corporation was founded in 1971 and is based in Seattle, Washington.
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