VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS & COMPETITIVE ADVANTAGES ★

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Wednesday, December 31, 2025

Starbucks Corporation

SBUX · Nasdaq Global Select Market

Market cap (USD)$96.7B
SectorConsumer
CountryUS
Data as of
Moat score
70/ 100

Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.

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Overview

Starbucks operates three reportable segments: North America coffeehouses, International coffeehouses, and Channel Development (branded products and licensing outside stores). The core moat is demand-side (brand trust + habitual repeat purchases supported by Starbucks Card/Rewards and digital convenience) reinforced by a dense physical store network. Operational standards and supply-chain programs (including farmer support centers) help maintain product consistency at scale. Key risks include competitive price pressure (notably in China), labor and occupancy cost inflation, and partner/licensing execution risk in Channel Development.

Primary segment

North America

Market structure

Competitive

Market share

35%-40% (implied)

HHI:

Coverage

3 segments · 6 tags

Updated 2025-12-31

Segments

North America

Branded coffeehouse retail (company-operated + licensed)

Revenue

73.6%

Structure

Competitive

Pricing

moderate

Share

35%-40% (implied)

Peers

BROSMCDQSR

International

Branded coffeehouse retail (company-operated + licensed)

Revenue

21%

Structure

Competitive

Pricing

moderate

Share

Peers

LKNCYMCDQSR

Channel Development

Packaged coffee, tea, and ready-to-drink beverages (CPG + foodservice) and brand licensing

Revenue

5%

Structure

Oligopoly

Pricing

moderate

Share

Peers

JDEP.ASKDPKONESN.SW+1

Moat Claims

North America

Branded coffeehouse retail (company-operated + licensed)

Competitive

Brand Trust

Demand

Strength: 5/5 · Durability: durable · Confidence: 4/5 · 1 evidence

The 'Starbucks Experience' (service + store environment + digital convenience) is positioned as a key driver of loyalty and premium positioning in its most mature segment.

Erosion risks

  • Service degradation (wait times, order accuracy)
  • Reputation damage (labor disputes, controversy)
  • Macro downturn shifts consumers to cheaper options

Leading indicators

  • North America comp sales (traffic vs ticket)
  • Customer satisfaction / NPS (if disclosed)
  • Brand sentiment and social chatter around service

Counterarguments

  • Switching costs are low; customers can easily multi-home across coffee options
  • Drive-thru specialists can match convenience at lower price points

Habit Default

Demand

Strength: 4/5 · Durability: medium · Confidence: 4/5 · 2 evidence

Stored value (Starbucks Card) + Rewards + Mobile App are explicitly designed to increase visit frequency and make repeat purchasing frictionless (habit reinforcement).

Erosion risks

  • Competitors replicate loyalty and mobile ordering
  • Lower engagement if promotions are needed to sustain activity
  • Regulatory limits on stored value/rewards economics

Leading indicators

  • U.S. Rewards 90-day active members
  • Mobile Order & Pay usage (if disclosed)
  • Stored value card liability and Stars deferral trends

Counterarguments

  • Loyalty may be more promotional than structural; engagement can fall if benefits weaken
  • Consumers may optimize across multiple reward ecosystems

Physical Network Density

Supply

Strength: 4/5 · Durability: durable · Confidence: 5/5 · 2 evidence

Dense store footprint (company-operated + licensed) increases convenience, supports daypart coverage, and keeps the brand top-of-mind in high-traffic locations.

Erosion risks

  • Over-saturation and cannibalization
  • Lease/occupancy cost inflation
  • Store closures reduce convenience advantage

Leading indicators

  • Net store count (openings vs closures)
  • Transactions per store / throughput
  • Drive-thru and delivery mix (where disclosed)

Counterarguments

  • Smaller-format and delivery-first models reduce the advantage of dense storefront networks
  • Local independents can win on differentiation in specific neighborhoods

Operational Excellence

Supply

Strength: 3/5 · Durability: medium · Confidence: 3/5 · 1 evidence

Standardized operating model and training aim to deliver consistent service and improve speed/order flow across U.S. company-operated coffeehouses.

Erosion risks

  • Labor turnover and training complexity
  • Unionization reduces operating flexibility
  • Technology outages disrupt order flow

Leading indicators

  • Transaction throughput / wait-time metrics (if disclosed)
  • Labor hours per transaction and wage inflation
  • Employee turnover and staffing levels

Counterarguments

  • Processes and tech are imitable; advantage depends on sustained execution quality

Preferential Input Access

Supply

Strength: 3/5 · Durability: medium · Confidence: 3/5 · 1 evidence

Long-standing relationships with producers and agronomy support (farmer support centers) are designed to help secure future supply of high-quality coffee and improve yields/quality.

Erosion risks

  • Climate change and crop disease reduce yields
  • Coffee price volatility and premiums compress margins
  • Trade policy and tariffs raise sourcing costs

Leading indicators

  • Arabica price and differentials vs C-price
  • Supply chain disruptions / tariff actions
  • Green coffee availability and logistics performance

Counterarguments

  • Coffee is a global commodity; supply programs may reduce risk but not create exclusive access

International

Branded coffeehouse retail (company-operated + licensed)

Competitive

Brand Trust

Demand

Strength: 4/5 · Durability: medium · Confidence: 3/5 · 1 evidence

Global brand recognition supports entry into new markets and premium positioning, but strength varies by local culture and competitive set.

Erosion risks

  • Local competitors win on price and local tastes
  • Geopolitical tensions and consumer nationalism
  • Brand perception shocks from controversies

Leading indicators

  • International comp sales (traffic vs ticket)
  • China comp sales and promotional intensity
  • Net store growth by region

Counterarguments

  • In some markets (notably China), competition is intense and pricing pressure can weaken premium positioning
  • Local brands can be more culturally resonant and expand faster via lower-cost formats

Physical Network Density

Supply

Strength: 3/5 · Durability: medium · Confidence: 4/5 · 1 evidence

Large international footprint (company-operated + licensed) helps distribution and convenience, but density advantages are market-specific and can be offset by aggressive local expansion by rivals.

Erosion risks

  • Competitors outpace Starbucks in new unit growth
  • Real estate constraints and rising rents
  • Execution risk with licensed partners

Leading indicators

  • Store openings/closures by major market (e.g., China, Japan, U.K.)
  • Licensed partner performance and compliance issues
  • Same-store sales in key countries

Counterarguments

  • Rapid local chain growth can quickly dilute Starbucks' relative footprint advantage
  • A large licensed base can reduce control over service consistency

Preferential Input Access

Supply

Strength: 3/5 · Durability: medium · Confidence: 3/5 · 1 evidence

Producer relationships and farmer support centers (including in China) help Starbucks pursue consistent coffee quality across geographies.

Erosion risks

  • Climate and weather shocks in producing countries
  • FX and trade restrictions affecting sourcing costs
  • Commodity volatility outpaces pricing ability

Leading indicators

  • Coffee input cost trends and hedging results
  • Tariff/trade policy changes affecting coffee imports
  • Supply chain disruption incidents

Counterarguments

  • Upstream programs mitigate risk but do not guarantee differentiation versus other global buyers

Channel Development

Packaged coffee, tea, and ready-to-drink beverages (CPG + foodservice) and brand licensing

Oligopoly

Brand Trust

Demand

Strength: 4/5 · Durability: durable · Confidence: 4/5 · 1 evidence

Starbucks brand extends beyond stores into packaged coffee, single-serve, RTD, and foodservice channels, supporting premium positioning in retail aisles.

Erosion risks

  • Retailer private label and value brands trade customers down
  • Brand dilution if quality/experience doesn't translate to at-home
  • Reputational issues spill into retail channels

Leading indicators

  • Channel Development net revenue trend
  • Royalty and other revenue growth
  • Partner product innovation cadence (new SKUs)

Counterarguments

  • At-home coffee is crowded and frequently price-promoted; brand alone may not sustain share

Contractual Exclusivity

Legal

Strength: 3/5 · Durability: durable · Confidence: 4/5 · 1 evidence

Long-term licensing and distribution partnerships (notably the Global Coffee Alliance with Nestle) provide global reach without Starbucks building a full CPG distribution stack.

Erosion risks

  • Partner underperformance or misalignment (execution controlled externally)
  • Renegotiation risk at contract milestones
  • Regulatory or trade changes affecting cross-border distribution

Leading indicators

  • Royalty revenue trend tied to alliance performance
  • Deferred revenue related to Nestle prepaid royalty (if tracked)
  • Disclosures about partner performance or disputes

Counterarguments

  • Distribution is partner-controlled; Starbucks has limited direct control over shelf execution
  • CPG category power often sits with retailers and large distributors, not brand licensors

Scope Economies

Supply

Strength: 3/5 · Durability: medium · Confidence: 3/5 · 1 evidence

The brand and product development engine can be leveraged across stores, RTD, single-serve, and packaged formats, improving ROI on innovation and marketing relative to single-channel players.

Erosion risks

  • Execution complexity across many formats and partners
  • Innovation misfires in new categories
  • Margin dilution if growth skews to lower-margin formats

Leading indicators

  • Mix shift within Channel Development
  • New product launch success rates
  • Partner expansion announcements

Counterarguments

  • Large CPG incumbents may still outspend and out-distribute Starbucks-branded products

Evidence

sec_filing
Starbucks FY2025 Form 10-K (fiscal year ended September 28, 2025)

The Starbucks Experience is built upon...thereby building a high degree of customer loyalty.

Management explicitly frames experience-led differentiation as a loyalty driver.

sec_filing
Starbucks FY2025 Form 10-K (fiscal year ended September 28, 2025)

...designed to...increase the frequency of store visits...through the...Starbucks Rewards loyalty program...

Company describes the program as a mechanism to drive repeat visits.

sec_filing
Starbucks Reports Q1 FY2025 Results (Exhibit 99.1; quarter ended Dec 29, 2024)

Starbucks Rewards loyalty program 90-day active members in the U.S. totaled 34.6 million...

Scale of active Rewards membership supports the habit/retention mechanism.

sec_filing
Starbucks FY2025 Form 10-K (company-operated and licensed store summary)

Total 18,311 (North America stores, as of September 28, 2025).

Large regional footprint underpins convenience and distribution.

sec_filing
Starbucks FY2025 Form 10-K (store siting)

...typically located in high-traffic, high-visibility locations.

Store siting strategy supports demand capture and brand presence.

Showing 5 of 15 sources.

Risks & Indicators

Erosion risks

  • Service degradation (wait times, order accuracy)
  • Reputation damage (labor disputes, controversy)
  • Macro downturn shifts consumers to cheaper options
  • Competitors replicate loyalty and mobile ordering
  • Lower engagement if promotions are needed to sustain activity
  • Regulatory limits on stored value/rewards economics

Leading indicators

  • North America comp sales (traffic vs ticket)
  • Customer satisfaction / NPS (if disclosed)
  • Brand sentiment and social chatter around service
  • U.S. Rewards 90-day active members
  • Mobile Order & Pay usage (if disclosed)
  • Stored value card liability and Stars deferral trends
Created 2025-12-31
Updated 2025-12-31

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