Starbucks under Brian Niccol is executing a US turnaround focused on throughput, mobile order experience, and brand reset. China business sale/JV discussions remain a strategic value-unlock catalyst. North America comp recovery is the dominant near-term variable. Premium loyalty (Starbucks Rewards) remains a structural asset. Margin recovery path is execution-dependent but credibility is high.
Thesis reviewed May 29, 2026
Starbucks Corporation is headquartered in United States, which is currently showing elevated risk signals.
πΊπΈUnited States82EXITView United States risk detail βπConsumer22NEUTRAL| Ticker | Company | Score | Gap | Signal Ξ | Action |
|---|---|---|---|---|---|
| JD | JD.com Inc | 27 | +13% | β2% | EARLY |
| NIO | NIO Inc | 27 | -10% | β2% | AVOID |
| LI | Li Auto Inc | 27 | +7% | β2% | NEUTRAL |
| BTI | British American Tobacco PLC | 27 | +14% | β2% | EARLY |
| DEO | Diageo PLC | 27 | +8% | β2% | NEUTRAL |
| RACE | Ferrari NV | 27 | +17% | β2% | EARLY |
| TM | Toyota Motor Corporation | 27 | +12% | β2% | EARLY |
Investors who hold SBUX may also have indirect exposure through these country funds.
Niccol announces US back-to-Starbucks strategy with reduced complexity
Starbucks explores partnership or sale of China business
Estimates Β· Yahoo Finance Β· Not audited figures
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| Alan Armstrong | Buy | $1kβ$15k | Mar 27, 26 | ||
| James Banks | Sell | $1kβ$15k | Apr 15, 26 | +0.8% | |
| Shelley M Capito | Sell | $1kβ$15k | Jan 28, 26 | +4.5% | |
| Sheldon Whitehouse | Sell | $1kβ$15k | Jan 9, 26 | +3.5% | |
| Dan NewhouseWA | R | Buy | $1kβ$15k | Dec 11, 25 | +7.6% |
| Sheldon Whitehouse | Sell | $1kβ$15k | Apr 11, 25 | +18.0% | |
| Sheldon Whitehouse | Sell | $15kβ$50k | Apr 14, 25 | +18.0% | |
| Sheldon Whitehouse | Sell | $1kβ$15k | Oct 29, 24 | +7.9% | |
| Markwayne Mullin | Sell | $15kβ$50k | Aug 20, 24 | +7.0% | |
| Josh GottheimerNJ | D | Buy | $1kβ$15k | Aug 14, 24 | +5.6% |
| Kathy ManningNC | Buy | $1kβ$15k | Aug 9, 24 | +12.3% | |
| Jared MoskowitzFL | D | Buy | $1kβ$15k | Jul 14, 23 | +11.8% |
| C. Scott FranklinFL | R | Buy | $1kβ$15k | Aug 14, 24 | +11.5% |
| C. Scott FranklinFL | R | Buy | $1kβ$15k | Aug 2, 24 | +11.5% |
| C. Scott FranklinFL | R | Buy | Unknown amount | Aug 7, 24 | +11.5% |
| Josh GottheimerNJ | D | Sell | $1kβ$15k | Jun 18, 24 | +43.4% |
| Richard W. AllenGA | R | Buy | Unknown amount | May 20, 24 | +30.5% |
| Thomas R Carper | Sell | $1kβ$15k | May 9, 24 | +27.1% |