Starbucks Corporation: Business Overview, Financials & Competitive Analysis
Starbucks is the world's leading coffee retailer and roaster, operating globally through company-operated and licensed stores across 80+ countries. The company generated $37.7B in TTM revenue (as of February 2026) and...
Cyborg Score thesis
Starbucks is executing a successful turnaround strategy with improving customer traffic metrics and solid revenue growth, though...
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Pro stress-test →Starbucks is the world's leading coffee retailer and roaster, operating globally through company-operated and licensed stores across 80+ countries. The company generated $37.7B in TTM revenue (as of February 2026) and maintains a market capitalization of approximately $107-113B, positioning it as the dominant player in the premium coffee and beverage segment.
Strategic Profile
Pro stress-test →Starbucks leverages a powerful brand portfolio including Starbucks Coffee, Teavana, Seattle's Best Coffee, and Ethos brands, combined with a hybrid business model of direct store ownership and licensing partnerships. The company differentiates through premium customer experience, digital innovation (mobile ordering and loyalty programs), and aggressive international expansion, particularly in high-growth markets like China.
Competitive Landscape
Pro stress-test →Starbucks maintains market leadership but faces intensifying competition from specialty coffee chains, quick-service restaurants, and value-focused competitors. Primary competitors include Chipotle (diversified QSR), McDonald's (coffee and beverage expansion), Dutch Bros (premium coffee), and emerging Chinese competitors in key markets. Starbucks' moat derives from brand strength, customer loyalty programs, and store count density rather than operational cost advantage.
Industry Context
Starbucks Corporation operates in Quick Service Restaurants / Coffee & Beverage Retail.
Key facts
Founded: 1971 · Headquarters: Seattle, US · Employees: 381,000 · Revenue: $37.7B · Market cap: $107B