re: Starbucks

quote:

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I would think folks driving to work are going to hit the most convenient place. That’s no longer Starbucks

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I believe this most importantly. convenience. Starbucks faces a lot of competition from Scooters, Dutch Bros, Dunkin, Tim Horton's, Peets, Black Rock, Dunn, Human Bean, but SBUX will have the staying power like a McD's in fast food. IMO. A lot of people like to order familiarity.

Starbucks doesn't franchise unlike the others. We'll see if that's a plus or minus long term.