Dutch Bros is seen as a potential beneficiary of Starbucks' struggles, with room for expansion at Starbucks' expense.
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Interesting News for Starbucks Stock Investors | SBUX Stock Analysis | BROS Stock
Sep 27, 2026
Starbucks (SBUX) is closing 250 additional stores in the US and Canada due to diseconomies of scale, with the author believing more closures are likely. This is driven by rising labor costs, labor shortages, and declining returns on invested capital, making expansion unprofitable. The author sees Dutch Bros (BROS) as a potential beneficiary. Starbucks' forward P/E of 30 is considered high given its situation.
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Starbucks is closing 250 stores due to diseconomies of scale and rising costs, with more closures expected, and its forward P/E of 30 is considered high.
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