Significant ETF Withdrawals Observed - CGDV, SBUX, CARR, IP
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Oct 21 2025
0mins
Should l Buy SBUX?
Source: NASDAQ.COM
52-Week Range of CGDV: CGDV's share price has a 52-week low of $30.94 and a high of $42.66, with the last trade recorded at $42.22.
Understanding ETFs: Exchange traded funds (ETFs) function like stocks, where investors buy and sell "units" that can be created or destroyed based on demand.
Monitoring ETF Flows: Weekly monitoring of shares outstanding helps identify ETFs with significant inflows (new units created) or outflows (units destroyed), impacting the underlying holdings.
Disclaimer: The views expressed in the article are those of the author and do not necessarily represent Nasdaq, Inc.
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Analyst Views on SBUX
Wall Street analysts forecast SBUX stock price to fall
21 Analyst Rating
12 Buy
7 Hold
2 Sell
Moderate Buy
Current: 98.950
Low
59.00
Averages
96.12
High
115.00
Current: 98.950
Low
59.00
Averages
96.12
High
115.00
About SBUX
Starbucks Corporations is a roaster, marketer, and retailer of specialty coffee globally. Its North America segment includes the United States and Canada. Its International segment includes China, Japan, Asia Pacific, Europe, Middle East and Africa, Latin America, and the Caribbean. Its North America and International segments include both Company-operated and licensed stores. The Channel Development segment includes roasted whole bean and ground coffees, Starbucks-branded single-serve products, a variety of ready-to-drink beverages, such as Frappuccino and Starbucks Doubleshot, foodservice products, and other branded products sold outside the Company-operated and licensed stores. A large portion of its Channel Development business operates under a licensed model of the Global Coffee Alliance with Nestle, while its global ready-to-drink businesses operate under collaborative relationships with PepsiCo, Inc., Tingyi-Ashi Beverages Holding Co., Ltd., Arla Foods amba, Nestle, and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Starbucks Shifts Focus to Suburban Expansion
- Store Closures and Openings: Starbucks has closed around 20 locations in Manhattan while opening its first store in Atoka, Tennessee, indicating a strategic shift from urban contraction to suburban expansion.
- Drive-Through Demand Shift: Research shows that stores without drive-throughs saw a drop in demand during the pandemic, whereas those with drive-throughs not only recovered but experienced growth, highlighting a significant change in consumer preferences.
- Future Store Plans: Starbucks plans to open approximately 650 new stores by 2026 and could potentially add around 10,000 more locations in the U.S. in the coming years, reflecting strong confidence in the suburban market.
- Market Strategy Adjustment: As consumer preferences shift towards drive-through options, Starbucks is adjusting its market strategy, likely opening more stores near highway exits to align with new consumption trends.
See More
Starbucks to Invest $100 Million in Nashville Office for Expansion
- Expansion Investment: Starbucks announced a $100 million investment to establish a corporate office in Nashville, Tennessee, to support its expansion plans in the southeastern United States, highlighting the company's focus on the market potential in the region.
- Regional Headquarters Strategy: The new office will complement Starbucks' global and North American headquarters in Seattle, aiming to enhance operational efficiency and market responsiveness in the Southeast, thereby strengthening its competitive advantage.
- Market Strategy: By establishing a new corporate office in Tennessee, Starbucks will not only better serve customers in the Southeast but also accelerate its market penetration in the region, further solidifying its brand influence.
- Future Development: This investment marks a continuation of Starbucks' growth strategy in the U.S. market, expected to create job opportunities locally and drive regional economic development.
See More
Keurig Dr Pepper and Nestlé Expand Partnership for Starbucks Products
- Agreement Renewal: Keurig Dr Pepper and Nestlé USA announced an expansion of their partnership to manufacture and distribute Starbucks-branded coffee products in the U.S. and Canada, extending a deal first established in 2020, which underscores their ongoing strategic collaboration in the coffee market.
- Distribution Network Enhancement: The new agreement aims to boost distribution within the Keurig single-serve coffee system, which is expected to further drive the market penetration of Starbucks coffee products in both household and business settings, enhancing brand influence.
- Sourcing Assurance: Starbucks is responsible for sourcing and roasting arabica coffee beans, ensuring product quality and brand consistency while providing consumers with a high-quality coffee experience, thereby reinforcing its market position.
- Financial Terms Undisclosed: Although the financial terms of the renewed agreement were not disclosed, considering Keurig's $18 billion acquisition of coffee rival JDE Peet's last year, this partnership could positively impact both companies' market share and profitability.
See More
Three Retail Giants Gain Market Share
- Costco's Profit Growth: Costco's net margin has reached 3%, with membership fees contributing over half of its profits despite only accounting for 2% of revenue, showcasing its resilience and potential for sustained growth amid economic uncertainty.
- Dutch Bros.' Rapid Expansion: Dutch Bros. reported a 29% revenue increase in its latest quarter, alongside a 7.7% rise in comparable-store sales, demonstrating its strong appeal among young consumers and significant market potential yet to be tapped.
- Five Below's Strong Performance: Five Below's net sales surged 24% in the latest quarter, matching Dutch Bros.' growth momentum, indicating that under new CEO Winnie Park, the company is regaining market attention and is poised for continued growth in the coming years.
- Intensifying Market Competition: While these three companies operate in distinct niches, they are all gaining market share in their respective fields, reflecting a rising consumer demand for diverse retail experiences, which may lead to increased competition in the future.
See More
Dutch Bros Coffee's Growth Potential Amid Market Volatility
- Sales Growth Momentum: Dutch Bros has seen same-store sales growth driven by its innovative menu and brand-building efforts, with a 4% lift in test shops offering hot food, indicating strong market demand and customer loyalty.
- Market Expansion Plans: By the end of 2025, Dutch Bros operates 1,136 locations across 25 states, with plans to expand to 2,029 locations by the end of 2029, ultimately aiming to support around 7,000 locations, showcasing its significant growth potential.
- Financial Health: The company fully funds its expansion through cash flow generation, maintaining a strong balance sheet that ensures ample financial support for future market competition.
- Competitive Advantage: Dutch Bros trades at a price-to-sales (P/S) ratio of 1.0, lower than the more mature Starbucks at 2.7, making it not only an excellent growth stock but also an attractive investment option.
See More
Dutch Bros Coffee Shows Significant Growth Potential
- Market Volatility: Dutch Bros shares are currently down 30% from their highs, yet the company continues to demonstrate a robust growth narrative in the consumer sector, with a forward price-to-sales (P/S) ratio lower than that of the more mature Starbucks, indicating strong investment potential.
- Innovative Beverages Appeal to Youth: Dutch Bros offers a diverse range of drinks, including protein coffee and dirty sodas, catering to younger consumers' sweet beverage preferences, which enhances customer loyalty and drives same-store sales growth.
- Steady Expansion Plans: As of the end of 2025, Dutch Bros operates 1,136 locations across 25 states, with plans to increase to 2,029 by the end of 2029, ultimately aiming to support around 7,000 locations, showcasing significant market expansion potential.
- Financial Health Supports Growth: The company fully funds its expansion through cash flow generation, maintaining a strong balance sheet that ensures financial flexibility and stability for future growth.
See More
Starbucks Shifts Focus to Suburban Expansion
- Store Closures and Openings: Starbucks has closed around 20 locations in Manhattan while opening its first store in Atoka, Tennessee, indicating a strategic shift from urban contraction to suburban expansion.
- Drive-Through Demand Shift: Research shows that stores without drive-throughs saw a drop in demand during the pandemic, whereas those with drive-throughs not only recovered but experienced growth, highlighting a significant change in consumer preferences.
- Future Store Plans: Starbucks plans to open approximately 650 new stores by 2026 and could potentially add around 10,000 more locations in the U.S. in the coming years, reflecting strong confidence in the suburban market.
- Market Strategy Adjustment: As consumer preferences shift towards drive-through options, Starbucks is adjusting its market strategy, likely opening more stores near highway exits to align with new consumption trends.
See More
Starbucks to Invest $100 Million in Nashville Office for Expansion
- Expansion Investment: Starbucks announced a $100 million investment to establish a corporate office in Nashville, Tennessee, to support its expansion plans in the southeastern United States, highlighting the company's focus on the market potential in the region.
- Regional Headquarters Strategy: The new office will complement Starbucks' global and North American headquarters in Seattle, aiming to enhance operational efficiency and market responsiveness in the Southeast, thereby strengthening its competitive advantage.
- Market Strategy: By establishing a new corporate office in Tennessee, Starbucks will not only better serve customers in the Southeast but also accelerate its market penetration in the region, further solidifying its brand influence.
- Future Development: This investment marks a continuation of Starbucks' growth strategy in the U.S. market, expected to create job opportunities locally and drive regional economic development.
See More
Keurig Dr Pepper and Nestlé Expand Partnership for Starbucks Products
- Agreement Renewal: Keurig Dr Pepper and Nestlé USA announced an expansion of their partnership to manufacture and distribute Starbucks-branded coffee products in the U.S. and Canada, extending a deal first established in 2020, which underscores their ongoing strategic collaboration in the coffee market.
- Distribution Network Enhancement: The new agreement aims to boost distribution within the Keurig single-serve coffee system, which is expected to further drive the market penetration of Starbucks coffee products in both household and business settings, enhancing brand influence.
- Sourcing Assurance: Starbucks is responsible for sourcing and roasting arabica coffee beans, ensuring product quality and brand consistency while providing consumers with a high-quality coffee experience, thereby reinforcing its market position.
- Financial Terms Undisclosed: Although the financial terms of the renewed agreement were not disclosed, considering Keurig's $18 billion acquisition of coffee rival JDE Peet's last year, this partnership could positively impact both companies' market share and profitability.
See More
Three Retail Giants Gain Market Share
- Costco's Profit Growth: Costco's net margin has reached 3%, with membership fees contributing over half of its profits despite only accounting for 2% of revenue, showcasing its resilience and potential for sustained growth amid economic uncertainty.
- Dutch Bros.' Rapid Expansion: Dutch Bros. reported a 29% revenue increase in its latest quarter, alongside a 7.7% rise in comparable-store sales, demonstrating its strong appeal among young consumers and significant market potential yet to be tapped.
- Five Below's Strong Performance: Five Below's net sales surged 24% in the latest quarter, matching Dutch Bros.' growth momentum, indicating that under new CEO Winnie Park, the company is regaining market attention and is poised for continued growth in the coming years.
- Intensifying Market Competition: While these three companies operate in distinct niches, they are all gaining market share in their respective fields, reflecting a rising consumer demand for diverse retail experiences, which may lead to increased competition in the future.
See More
Dutch Bros Coffee's Growth Potential Amid Market Volatility
- Sales Growth Momentum: Dutch Bros has seen same-store sales growth driven by its innovative menu and brand-building efforts, with a 4% lift in test shops offering hot food, indicating strong market demand and customer loyalty.
- Market Expansion Plans: By the end of 2025, Dutch Bros operates 1,136 locations across 25 states, with plans to expand to 2,029 locations by the end of 2029, ultimately aiming to support around 7,000 locations, showcasing its significant growth potential.
- Financial Health: The company fully funds its expansion through cash flow generation, maintaining a strong balance sheet that ensures ample financial support for future market competition.
- Competitive Advantage: Dutch Bros trades at a price-to-sales (P/S) ratio of 1.0, lower than the more mature Starbucks at 2.7, making it not only an excellent growth stock but also an attractive investment option.
See More
Dutch Bros Coffee Shows Significant Growth Potential
- Market Volatility: Dutch Bros shares are currently down 30% from their highs, yet the company continues to demonstrate a robust growth narrative in the consumer sector, with a forward price-to-sales (P/S) ratio lower than that of the more mature Starbucks, indicating strong investment potential.
- Innovative Beverages Appeal to Youth: Dutch Bros offers a diverse range of drinks, including protein coffee and dirty sodas, catering to younger consumers' sweet beverage preferences, which enhances customer loyalty and drives same-store sales growth.
- Steady Expansion Plans: As of the end of 2025, Dutch Bros operates 1,136 locations across 25 states, with plans to increase to 2,029 by the end of 2029, ultimately aiming to support around 7,000 locations, showcasing significant market expansion potential.
- Financial Health Supports Growth: The company fully funds its expansion through cash flow generation, maintaining a strong balance sheet that ensures financial flexibility and stability for future growth.
See More
