Starbucks Corporation

SBUXleader

Starbucks is the world's largest coffeehouse chain, operating approximately 38,000 stores in over 80 countries. The company is a global icon for premium coffee culture and the third-place experience.

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Products & Revenue

Product Revenue Share

Revenue Breakdown ($36.2B)

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North America (73%)

International (22%)

Channel Development (5%)

Segment Breakdown & Key Customers

Product Details

Beverages62%

Handcrafted coffee, espresso, tea, cold brew, and Frappuccino drinks

Food22%

Breakfast sandwiches, bakery items, protein boxes, and lunch offerings

Packaged & Single-Serve10%

K-Cups, packaged coffee, and ready-to-drink beverages sold through grocery and retail

Other6%

Merchandise, loyalty program, and licensing revenue

Supply Chain Relationships

Competitors

McDonald's Corporation

Morning beverages and breakfast

Impact: Key competitor in beverages

Domino's Pizza, Inc.

Quick-service food delivery

Impact: Low

Partners

PepsiCo, Inc.

North American Coffee Partnership for RTD beverages

Impact: Medium — RTD distribution

Macro & Market Context

소비재 (경기민감)Sector News

프리미엄 vs 가성비 양극화 — 고소득 소비 견조, 중간층 압박 심화

미국 소매판매 증감 (MoM)

+0.4%

소비자신뢰지수 (Conference)

98.3

명품 시장 성장률 (글로벌)

+6% YoY

전자상거래 침투율

22%

Upcoming Catalysts

◆Amazon·Tesla Q1 실적 (2026.04~05)◆중국 5.4월 소매판매 데이터◆미국 4월 CPI·PCE 발표

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AI Analysis

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Company Info

Headquarters

Seattle, Washington, USA

Founded

1971

Employees

381,000

Website

starbucks.com

Sector Overview — 소비재 (경기민감)

Sector News