Verified Document

Analysis Of Starbucks As An Investment Term Paper

Financial Research Report Rationale for choosing the company for which to invest

Great Leadership

Brand Name

Growth and Expansion

Market Dominance

Starbucks Corporation Delivery Service

Diversification of Menu Items

Significant Growth

Profile of the Investor for which Starbucks Corporation May Be a Fit

Ratio analysis

Current Ratio

Quick Ratio

Earnings per Share

Stock price analysis

Stock Valuation

Estimated Beta of Starbucks

Estimated Expected Return of Starbucks using Capital Asset Pricing Method

Current Stock Price of Starbucks

FINANCIAL RESEARCH REPORT

FINANCIAL RESEARCH REPORT

Financial Research Report

The company selected and considered as an investment opportunity is Starbucks Corporation. Starbucks was established in 1971 and operates out of the United States. The company is renowned as one of the largest roaster, vendor in addition to seller of specialty coffee all across the globe. The company offers a variability of consumer products including coffee along with tea, readymade beverages and ice cream. Beyond its focal Starbucks brand, the corporation also carries out its marketing operations through other brands such as Tazo, Teavana, Evolution Fresh, Seattle's Best Coffee and several others. Starbucks Corporations has business operations in over sixty-five countries all over Europe, Africa, the Americas, The Middle East and Asia-Pacific. Starbucks Corporation is publicly listed on the NASDAQ under SBUX.

Rationale for choosing the company for which to invest

There are a number of rationales why Starbuck Corporation is being considered as a potential investment. Over the past fiscal year, the stock of Starbucks (SBUX) increased by more than fifty percent. This is greater in comparison to the two percent decline of S&P 500. More so, at a time when there is great uncertainty, reducing prices of commodities and a slow-moving market, the company's stock has been one of the limited large winners over the past twelve months. Nonetheless, this remarkable performance of the stock is not a contemporary manifestation. The stock of Starbuck Corporation rose more than 300% in the past five years in comparison to a mere 70% of the S&P 500. The following are some of the rationales for investing in Starbucks Corporation:

Great Leadership

Taking into account some of the most successful business over the past number of decades, one common, consistent factor amongst others is that of great leadership. Chairperson and Chief Executive Officer (CEO) of Starbucks, Howard Schultz, fits very well into that classification. Since taking over the company in the year 1986, Schultz had hunger, aspiration, determination, pioneering thinking and he was forceful. His positive attitude and drive persist even today (Thalman, 2015). Irrespective of whether it is constructive or adversarial, Schultz also recognizes how to employ his position to influence changes outside the corporation. He typically writes op-ed articles on politics and requests his personnel to talk over present-day happenings and be understanding when the stock market has issues. Schultz is the sort of leader that transforms average companies into extraordinary ones, as he has been able to do with Starbucks (Thalman, 2015).

Brand Name

Starbucks is ranked amongst the top 500 largest companies in the world. In the preceding year, Starbucks Corporation was ranked 52nd by Forbes in terms of being the most valuable brand in the globe. In addition, valuation of the company's brand was ranked at more than $11.1 billion in the present year which is a significant increase compared to the $9.9 billion the previous year (Thalman, 2015). Despite the fact that these statistics are all cause to experience criticism, it is imperative for the SBUX stock investor to recognize that Starbucks consumers are loyal. The loyalty arises out of the fact that Starbucks brand signifies consistent quality. In addition, forming a strong brand is not a simple undertaking, implying Starbucks has a competitive edge on its rivals, bearing in mind fast-food places are negatively perceived at the moment. For instance, one of its rivals, Dunkin Donuts is still lagging it in ranking in the industry (Thalman, 2015).

Growth and Expansion

In spite of being in operation for more than three decades, Starbucks Corporation is still expanding and more so at a fast pace. For instance, towards the close of 2014, the company had its business operations in more than 21,000 places. In addition, in the next five years, Starbucks Corporation intends to increase its locations to beyond 30,000 (Thalman, 2015). What is more, the business is revamping prevailing site drive-through windows, as well as planning to have new product offerings such as alcohol in the nearby future. The management team of the company is confident that these changes can assist Starbucks...

According to Rider (2015), growth and expansion in China together with the Asia-Pacific expanse has positioned Starbucks Corporation for further growth. The assurance of growth is particularly set as the company plans to increase twice the number of stores it has in China by 2019 to aggregate them to over 3000 stores (Riley, 2015). Starbucks Japan is set to carry on prospering and generating sales that will increase the drive company's stock as it grows into the future.
Market Dominance

Starbuck is perhaps the most acknowledged and perceptible name in the coffee market. Having supply working partnerships with Pepsi-Cola as well as other suppliers, the company also operates in tandem with other top names in the beverage industry. Starbucks Corporation's international presence is remarkable, and the business has without doubt come a long way from the times it started out as a local Seattle coffee shop (Zacks, 2015). More so, the company has made an acquisition of yet another local brand chains known as Seattle's Best Coffee. Another rationale for investing in this company is that it goes beyond just coffee. Starbucks has been competent in securing other growing areas that may have set into and diminished their profits (Zacks, 2015). For instance, Starbucks Corporation is the owner of both Tazo Tea and Teavana. According to Zacks (2015), the tea market in the United States is projected to double in the course of the next five years by 2020. It is imperative to take note that Teavana's supply chain encompasses more than 300 stores at malls and supermarkets across the nation. In addition, Tazo Tea is supplied in every Starbucks store or drive-thru. The implication is that Starbucks Corporation has a strong presence and dominance in a market that is tipped to continue growing in the future (Zacks, 2015).

Starbucks Corporation Delivery Service

According to Rider (2015), later on this year, the highly awaited SBUX delivery service will come into operation in hand-picked urban areas, and possibly will increase sales and revenue for the company. Consumer members who are part of the Starbucks loyalty program will experience the additional advantage of their obligatory coffees distributed right to their working spaces or desks (Rider, 2015). This extensive planned operation is included as a means of future growth of the company laying emphasis on emerging technology with the objective of interacting with consumers in new ways and means. For instance, the company has also incorporated mobile payments into its business operations. Presently, Starbucks' stock is already reaping rewards from its present mobile-payments application, which operates about seven million transactions every week. Taking this into account, the introduction of the delivery service raises the potential of generating further revenue for the company (Rider, 2015).

Diversification of Menu Items

Starbucks Corporation has made great strides in diversifying its product offerings by marketing and publicizing more than just coffee. According to Rider (2015), the company anticipates an addition $2 billion in revenue from tea to accrue in the course of the five-year growth plan. In addition, the partnership of Starbucks with La Boulange, which is a bakery renowned for its artisanal pastries, the company's food sales have increased. In particular, for the preceding four consequential financial quarters, the company has witnessed an increase of 2% growth in same-store amount of sales (Rider, 2015). Determined to increase food sales twofold by the year 2019, the stock of the company is anticipating major growth from their diversified product offerings. In addition, the company expects additional revenue of approximately $1billion from the eventual introduction of alcohol into select markets for the Starbucks Evening experience (Rider, 2015).

Significant Growth

Starbucks Corporation has presented itself to be the embodiment of compact, incessant growth in recent times. Over the past few months in 2015, the company's share prices have increased from $34 to over $61, its presently transacting price in the stock market. Starbucks' earnings for the present financial quarter are anticipated to increase over 20% calculated on a year-over-year basis. In addition, the company is also projecting a substantial increase in sales, with estimations anticipating a 16.54% growth in revenue, a figure that is double that of the industry. (Zacks, 2015). This contemporary and present growth is an additional image of Starbucks' growth in the previous periods. In fact, the corporation's historic yearly EPS growth is 19.95%, a statistic that is twice greater than the S&P 500 average. In several ways, this significant growth represents Starbucks Corporation as a corporate that has grown immensely all over the globe.

Profile of the Investor for which Starbucks Corporation May Be a Fit (CIBC, 2015)

Gaining an understanding of…

Sources used in this document:
References

Brigham, E., Ehrhardt, M. (2008). Financial Management: Theory & Practice. Ohio: Thomson South Western.

Brigham, E., Ehrhardt, M. (2009). Corporate Finance: A Focused Approach. Ohio: Thomson South Western.

CBIC. (2015). Your Investor Profile. Retrieved November 9, 105 from: https://www.cibc.com/ca/advice-centre/growing-your-wealth/investor-profile.html

Rider, A. (2015). 3 Reasons Starbucks Stock Is a Hot Buy in 2015. NASDAQ. Retrieved November 9, 105 from: http://www.nasdaq.com/article/3-reasons-starbucks-stock-is-a-hot-buy-in-2015-cm444245
Thalman, M. (2015). Should you buy SBUX after its amazing one-year stock performance-InvestorPlace. Retrieved November 9, 105 from: http://investorplace.com/2015/09/starbucks-stock-sbux-mcd-dnkn/#.VkB05_krLIU
Zacks. (2015). 3 Reasons to Buy Starbucks. Zacks Research. Retrieved November 9, 105 from: http://www.zacks.com/stock/news/179980/3-reasons-to-buy-starbucks
Cite this Document:
Copy Bibliography Citation

Related Documents

Starbucks' Human Resource Management Policies and the
Words: 3854 Length: 15 Document Type: Essay

Starbucks' Human Resource Management Policies and the Growth Challenge In recent years, there has been much interest in the notion of "high commitment" human resource management (HRM). The high commitment HRM is focused on developing self-regulated behavior among employees that is based on mutual trust rather than external sanctions and pressures. Considering this premise, this paper provides a review of the relevant peer-reviewed, scholarly and organizational. literature concerning the advantages of

Starbucks Management Analysis Company Overview
Words: 3274 Length: 12 Document Type: Research Paper

This strategy was combined with the company's focus on CAFE-based compliance and support for Fair Trade-based trading practices with coffee suppliers. This renewed focus on managing their supply chains to tighter levels of profitability and performance metrics including increasing quality standards has led to a significant reduction in operating expenses and control of variable costs (Starbucks Investor Relations, 2011). Starbucks was also able to manage costs of closing locations

Psychographic Segmentation of Starbucks
Words: 2226 Length: 6 Document Type: Term Paper

Starbucks, a Market Analysis Starbucks is a major, world wide coffee retailer specializing in a variety of brands of blend coffee and iced beverages, among other related products. Within the market sector Starbucks exists stands several competing companies such as The Coffee Bean & Tea Leaf and Caribou Coffee. Each company shares similar strategies, appealing to a similar demographic, and hails themselves as the high-end of coffee-based shops/cafes. They also share

Factors Determining Starbucks' Success: External Environment
Words: 2138 Length: 7 Document Type: Essay

STARBUCK'S CASE ANALYSIS: STARBUCKS Starbucks Case Analysis Starbucks Case Analysis Situation Analysis Suppliers Competitors New Entrants Strengths Weaknesses Opportunities Threats Strategic fit Many individuals all over the world walk into Starbucks daily for their cup of coffee, but it is more than the costly coffee that brings individuals in day after day to the shops across the globe. Starbucks offers a high-energy atmosphere and helpful employees who help clients in any issue or question they might have with the coffee or service. People

Starbucks Innovation Competencies Last Year, I Wrote
Words: 2008 Length: 6 Document Type: Essay

Starbucks Innovation Competencies Last year, I wrote to you that the company's improved operational foundation, invigorated innovative muscle, and heightened customer relevance presented us with an opportunity to build a different kind of organization. One that would leverage and extend our strengths both inside and outside our stores. I am pleased to report that in fiscal 2011 we delivered. Howard Schultz, Starbucks Chair, FY2011 Annual Report -- Welcoming Message Starbucks is often thought

Starbucks Operates in the Quick
Words: 4842 Length: 18 Document Type: Term Paper

However, the company has in general enjoyed success overseas and as a result international sales now account for 27% of operating income (2010 Starbucks Annual Report). The international division remains a key source for growth at Starbucks, in particular the Chinese market, where Starbucks has enjoyed considerable success and now sits at over 500 stores. The company struggled in the mid-2000s due to two main factors. The first was the

Sign Up for Unlimited Study Help

Our semester plans gives you unlimited, unrestricted access to our entire library of resources —writing tools, guides, example essays, tutorials, class notes, and more.

Get Started Now