Starbucks Shares (NASDAQ:SBUX) Rise Amidst Increased Competition and Union Issues
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 12 2025
0mins
Source: TipRanks
Starbucks Competitors: Dutch Bros. Coffee is expanding rapidly and introducing new breakfast options, posing a challenge to Starbucks' dominance in morning operations, yet Starbucks shares rose nearly 2% despite this news.
Union Strikes: Starbucks faces potential strikes from unionized shops ahead of Red Cup Day, highlighting ongoing employee dissatisfaction with workload and compensation, although Starbucks claims most workers enjoy their jobs.
Market Performance: Analysts maintain a Moderate Buy consensus on Starbucks (SBUX) stock, with a price target suggesting an 8.11% upside potential, despite a 13.41% decline in share price over the past year.
Competitor Challenges: Portillo’s breakfast pilot program was halted due to operational conflicts, providing some relief to Starbucks as it reduces competition in the breakfast segment.
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Analyst Views on BROS
Wall Street analysts forecast BROS stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for BROS is 76.64 USD with a low forecast of 63.00 USD and a high forecast of 85.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
13 Analyst Rating
12 Buy
1 Hold
0 Sell
Strong Buy
Current: 57.440
Low
63.00
Averages
76.64
High
85.00
Current: 57.440
Low
63.00
Averages
76.64
High
85.00
About BROS
Dutch Bros Inc. is an operator and franchiser of drive-thru shops, which is focused on serving hand-crafted beverages. The Company sells a range of customizable hot, iced and blended beverages. Coffee-based beverages include handcraft espresso shots for both hot and cold custom classic and signature coffee beverages. It also sells proprietary coffee-based Freeze blended beverages and cold brew. Its Private Reserve coffee is a 100% Arabica three-bean blend, roasted by the Company in Grants Pass, Oregon or Melissa, Texas facilities. The Company has two segments: Company-operated shops, and Franchising and other. The Company-operated shops segment includes retail coffee shop sales to end consumers. The Franchising and other segment includes bean and product sales to franchise partners and includes the initial franchise fees, royalties, and marketing fees. It has approximately 1,101 shops, of which over 779 are operated by the Company and 322 are franchised, across 26 states.
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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- Sales Growth Recovery: Starbucks reported its first U.S. comparable sales growth in two years, yet failed to significantly boost investor sentiment, resulting in a nearly 1% drop in stock price, reflecting cautious market attitudes towards its growth prospects.
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- Declining Market Share: According to Consumer Edge data, Starbucks has lost over 4 percentage points of spending share over the past two years, particularly among consumers aged 25-34, highlighting increasing competitive pressure in the younger market segment.
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