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 moderate signals.
πΊπΈUnited States59NEUTRALView United States risk detail βπConsumer22NEUTRAL| Ticker | Company | Score | Gap | Signal Ξ | Action |
|---|---|---|---|---|---|
| NIO | NIO Inc | 27 | -10% | β2% | AVOID |
| LI | Li Auto Inc | 27 | +7% | β2% | NEUTRAL |
| JD | JD.com Inc | 27 | +13% | β2% | EARLY |
| DEO | Diageo PLC | 27 | +8% | β2% | NEUTRAL |
| ULVR.L | Unilever | 27 | β | β2% | NEUTRAL |
| BTI | British American Tobacco PLC | 27 | +14% | β2% | EARLY |
| RACE | Ferrari NV | 27 | +17% | 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% |