Possible scenario
Brand Erosion Accelerates
20% Chance
A less favorable outcome is that closures do not solve the underlying demand problem. Customers continue to trade down to cheaper coffee, local cafés, fast-food breakfast bundles, and drive-through competitors, forcing Starbucks to choose between traffic and margin.
Secondary impacts
- Consumer Services -0.3%
Tickers
- SBUX-6.5%
- BROS+1.7%
- MCD+0.4%
- QSR+0.4%
Portfolio impact
S&P 500-0.0%
Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.
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