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3 - Mr. Porter Coffee Please

1. Threat of Entry

            a. Economies of Scale:

Starbucks currently have 5 roasting facilities and opening a new one in China, which will be biggest so far and will serve approx. 6000 Starbucks in China itself. At this scale, it is very hard for any new entrant to compete with Starbucks on cost.

https://u.osu.edu/commoditychaincoffee/manufacturing-page/

https://stories.starbucks.com/stories/2020/starbucks-announces-new-roasting-facility-in-china-extending-its-global-roasting-network/

            b. Product Differentiation:

Starbucks not only buys best coffee beans out there but also help them grow. They always use Arabic Coffee beans, which are considered best in quality for dark roasting and never mixed them any other type to cut down the cost and increase profit.

“Starbucks Arabica beans are different from regular Arabica beans. At every step, we go to great lengths to make sure our beans meet the highest standard of quality. How do we do it? Glad you asked.” -- https://www.starbucks.ca/coffee%2Fethical-sourcing%2Fcoffee-quality

Starbucks not just serve coffee but also serve the best experience. Even in Starbucks stores they spend lot of money and resources to train their baristas and train their employee to serve the coffee with smile which is something Starbucks founder Howard Schultz learner in Milan, Italy.

Customer loyalty is maximum among the Starbucks.

https://dgajsek.com/starbucks-marketing-strategy/

Speed of Delivery is part of experience and Starbucks have mastered this process also. They know that to serve their morning customers who are heading to office, they need to speed up the process. To add speed to this process, they even have introduced Mobile apps to order upfront.

Starbucks always believed in hiring the right people and nurture them. Starbucks offered best wages, healthcare benefits, and even paid college tuition fees. This helped Starbucks attract best employees.

            c. Cost Advantage:

Proprietary technology: Starbucks invested heavily into Research and Development of Coffee roasting facilities. Most of their processes are automated and once the beans go into roasting process, almost no human intervention is required, unless there is fault or problem.

Know-how: With lot of research, coffee tasting, and quality inspections, they have found the balance of flavors suitable for their customers. This is long process which need lot of dedication and patience for any company to achieve. They are ahead of all other players in this segment.

Favorable Access to Raw Material: Since Starbucks is helping farmers financially and technically, farmers treat Starbucks as part of their farming process. This is huge advantage. Apart from that, Starbucks also signed multiyear contracts with many farmers to secure the beans for years to come.

Favorable Geographic’s Location: Starbucks always looks for busy intersections with heave foot traffics. This gives Starbucks multiple advantages, one it helps grow their business, second it helps bring the Starbucks in limelight, third this attracts talented employees, and now they also use some these locations as Hub-And-Spoke model for serving the local logistics hubs for nearby stores.

Learning Curve Cost Advantage: Starbucks is always analyzing the customer behavior and customize its operations to fit the needs of its customers.

https://www.abelwomack.com/what-coffee-producers-can-learn-from-starbucks-award-winning-coffee-plant/

2. Rivalry:

            Starbucks has established itself as a unique brand and flavor of coffee is quite suitable to American people. Apart from selling coffee, they also have introduced many other Non-Coffee drinks and food options, giving it edge over the competition.

Still they face intense competition primarily from McDonalds and Dunkin at National level, and many local Coffee houses, which differentiate themselves from Starbucks in terms of taste, experience, and location. In North, Peet's Coffee is also giving tough competition to Starbucks.  (https://www.peets.com/menu/store-list)

Dunkin is giving still completion to Starbucks by offering more Coffee options at lower price points. They are established brand for Donuts and other sweets baked products, and with dinning options, Coffee with such product is many customer’s favorite. To go along with this strategy,  Dunkin is marketing itself as restaurant chain rather just Donuts store, they even have dropped “Donut” from brand name. With massive presence of 11,300 Dunkin’s restaurant, this is serious threat to Starbucks.

https://fortune.com/2018/10/24/dunkin-espresso-challenge-starbucks/

https://www.dunkindonuts.com/en/about/about-us#:~:text=We%20have%20more%20than%2011%2C300,international%20restaurants%20across%2036%20countries!

McDonald also started offering better Coffee menu, with brand name McCafé, which goes well other food items and McDonald is known if its speed of service and low-price points. Although McDonalds is not trying to take away the Starbucks only coffee business, but they are making a big dent by offering low price at par espresso coffee quality. In terms of Black Coffee, they are almost head to head and if we look at it from customer perspective, coffee with morning breakfast menu goes long way and it is always better to make making single stop rather two.

Peet’s Coffee, originally started by Starbucks founders, is another big threat to Starbucks. JAB is major stockholder in this. JAB is same investment firm which owns Panera and Pret A Manger. Although currently it is very small in size, but recent acquisitions of Coffee companies by JAB group signals big growth strategy in Coffee marker. Peet’s has also branded itself as very high-quality authentic coffee.  They are planning to raise $2.2 Billion dollars in Europe IPO for further expansion into take home brands.

https://www.cnn.com/2020/05/19/business/jde-peets-ipo-europe/index.html

Starbucks owns big portion of market-share

https://dailycoffeenews.com/2019/10/25/nearly-four-of-every-five-us-coffee-shops-are-now-starbucks-dunkin-or-jab-brands/#jp-carousel-105147

        

3. Substitute

All the cold carbonated and energy drinks are substitutes of coffee and such substitutes are backed by big corporations such as Coke and Pepsi. But because of harmful effects of sugar and other elements in these drinks they are earning bad name and even helping Coffee industry to grow. Starbucks is beneficiary of this affect. Apart from that, Coffee has a family feel and hot beverage with little or no substitute in real life. There cold be substitute within the coffee industry such as Arabic or Colombian Coffee beans, but not a real threat as of now from any other beverage.

In terms of Starbucks, one big substitute which is another Coffee company, Keurig, has emerged. They give quite significant competition for simple black coffee. With the speed and may options available in market, an average customer might not might want to go store and spend extra, when they can have comparable taste at comfort of their home or office.

Since COVID19, many customers preferred to stay home rather going to Starbucks and even as people started work-from-home stop at Starbucks on the way to office has been replaced by home brewing coffee.

https://www.qsrmagazine.com/finance/covid-19-has-cost-starbucks-915-million-so-far

 

4. Supplier Power: Most of the coffee beans are grown by small farmers which do not have much negotiating power with Starbucks. So, Starbucks don’t feel much of pressure from suppliers and even further minimize this threat now they lock in multi year contract with farmers, by supporting them financially and provide them advanced technological information which might not have been possible for farmers to get by their own.

Even Starbucks market its support for farmers and help their communities to grow and prosper.

In total, Starbucks has invested more than $70 million in collaborative farmer programs and activities – including C.A.F.E. practices, farmer support centers, farmer loans and forest carbon projects. All of these integrated programs directly support improving farmer livelihoods and ensuring a long-term supply of high-quality coffee for the industry.” – from Starbucks website 

https://www.starbucks.com/responsibility/community/farmer-support

 

5. Buyer Power:

Most of Starbucks revenue is coming from individual users. Only portion of its business is into selling whole beans or single serves. As individual users, we do not engage in contracts or negotiations, so it is little or no threat to Starbucks. Even Starbucks keeps its users engaged by offering bonus star rewards or birthday free drinks. This further minimize the risk. Only a few big buyers such as Target, Walmart, Amazon, or any other big store doesn’t have much bargain power as Starbucks beans are demanded by customer themselves over others.  

“Starbucks' Channel Development segment includes branded roasted whole bean and ground coffees, including Seattle's Best Coffee; Starbucks and Teavana-branded single-serve products; ready-to-drink beverages such as Frappuccino, Doubleshot, Refreshers, and Teavana iced tea; and other branded products sold worldwide outside of company-operated and licensed stores

https://www.investopedia.com/articles/markets/021316/how-starbucks-makes-money-sbux.asp

 


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