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118 points WasimBhai | 3 comments | | HN request time: 0s | source
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picardo ◴[] No.44377037[source]
I'd be interested to see an update to this study in the coming years. Starbucks has been pivoting towards take out and mobile orders and removing tables and chairs entirely from some of its stores lately.
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yesfitz ◴[] No.44379128[source]
They had been!

But in 2024, Brian Niccols pitched the "Back to Starbucks" plan, with point 3 of his 4 point focus being, "Reestablishing Starbucks as the community coffeehouse."[1] He said, "Our stores will be inviting places to linger, with comfortable seating, thoughtful design and a clear distinction between “to-go” and “for-here” service."

Whether or not that's working is another story[2]. Long story short is that Scooters, Dutch Bros. and other brands are doing drive-thru better, and cafe attendance is down 22% since before the pandemic.

Consumer tastes have shifted. And given Gen Z's preference for online interaction over in-person, I'm not sure if Starbucks will be able to steer the ship.

If I were Starbucks, I'd strongly consider splitting the branding on the cafes and drive-thrus. Keep the Starbucks brand with the drive-thrus, then try opening a few new cafes as a new brand. Worst case scenario, you rebrand those cafes as Starbucks. I bet they've talked about it.

1: https://www.cnbc.com/2024/09/10/new-starbucks-ceo-brian-nicc... 2: https://intelligence.coffee/2025/05/back-to-starbucks-long-o...

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barbazoo ◴[] No.44379386[source]
> "Reestablishing Starbucks as the community coffeehouse."

What a load of corporate bullshit. Unlike any other community coffee house, this one made almost $10b in profit last year. I wonder how much the "community" really benefits from this.

https://finance.yahoo.com/quote/SBUX/financials/

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1. potato3732842 ◴[] No.44379628[source]
>Unlike any other community coffee house, this one made almost $10b in profit last year. I wonder how much the "community" really benefits from this

That's around $60k per store. That sounds like a very reasonable number for an absentee coffee shop owner (which is basically what the shareholders are).

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2. barbazoo ◴[] No.44379766[source]
Assuming that’s going to the store which I very much doubt.
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3. carlosjobim ◴[] No.44381708[source]
The word "profit" means that this is the money which is by definition not going to the store. Any money which goes to the store is not counted into profits.