Starbucks Evaluates Strategic Options for Japan Business
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jun 10 2026
0mins
Source: stocktwits
- Potential Stake Sale: Starbucks is considering a partial stake sale in its Japan operations, valued between $2.5 billion and $3.1 billion, which could provide funding to support its global expansion efforts.
- China Business Restructuring: Earlier this year, Starbucks completed the sale of a 60% stake in its China retail business to Boyu Capital for $4 billion, a move aimed at supporting long-term, disciplined expansion strategies.
- Overseas Market Growth Potential: CEO Brian Niccol stated at the Evercore Consumer & Retail Conference that Starbucks sees significant growth opportunities abroad, particularly in China and the U.S., with potential for at least 5,000 additional company-operated locations in the U.S.
- Market Sentiment Analysis: While retail investor sentiment around Starbucks remains neutral, user message volume has surged by 100% over the past month, indicating heightened market interest, with the stock gaining over 15% year-to-date.
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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: 99.820
Low
59.00
Averages
96.12
High
115.00
Current: 99.820
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.
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- Financial Recovery: For the second quarter ending March 29, Starbucks reported a 9% year-over-year revenue increase to $9.5 billion and a 14.5% rise in earnings to $0.50 per share, surpassing Wall Street expectations, indicating success in improving customer experience and order quality.
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