China's Coffee Shake-Up
A carefully selected group of stocks poised to benefit as Starbucks considers selling a stake in its Chinese operations. This collection spans local competitors, beverage giants, and supply chain players all strategically positioned to capitalize on this major market shift.
Top Picks from This Group
Here are a few of the assets in this group. Create an account to unlock the full list.
TH International Ltd.
THCH
Current price
$2.70
As a direct and rapidly growing competitor in China, Tims China is well-positioned to capture market share from Starbucks amidst its strategic review ...
As a direct and rapidly growing competitor in China, Tims China is well-positioned to capture market share from Starbucks amidst its strategic review and operational challenges.
Yum! China Holding, Inc.
YUMC
Current price
$44.51
Yum China, with its deep local expertise and its own K-Coffee brand, could expand its beverage offerings to capture consumers looking for alternatives...
Yum China, with its deep local expertise and its own K-Coffee brand, could expand its beverage offerings to capture consumers looking for alternatives to Starbucks.
Coca-Cola Company, The
KO
Current price
$69.13
Coca-Cola owns Costa Coffee, a direct global competitor to Starbucks, which stands to gain customers in China if Starbucks' brand or store footprint f...
Coca-Cola owns Costa Coffee, a direct global competitor to Starbucks, which stands to gain customers in China if Starbucks' brand or store footprint falters during its strategic shift.
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About This Group of Stocks
Our Expert Thinking
Starbucks' potential sale of its China stake signals a major shift in one of the world's fastest-growing coffee markets. This creates opportunities for local competitors to gain market share and for supply chain players to expand their business as the competitive landscape evolves.
What You Need to Know
This collection represents a tactical, event-driven investment opportunity focused on a specific market disruption. The stocks span the entire coffee ecosystem, from direct competitors to suppliers, each positioned to potentially benefit from this strategic pivot.
Why These Stocks
These companies were specifically selected for their potential to capitalize on Starbucks' strategic shift. The list includes direct coffeehouse competitors, global beverage giants, and crucial supply chain players like coffee roasters, ingredient suppliers, and packaging manufacturers.
12 Month Growth Potential
Use the growth calculator to see how much investing in these assets could return over one year.
If you invested across these assets:
in 12 months it could be worth:
+42.79%
Group Performance Snapshot
Average 12 Month Profit
On average, analysts expect assets in this group to grow 42.79% over the next year.
Stocks Rated Buy by Analysts
14 of 15 assets in this group are rated Buy by professional analysts.
Why You'll Want to Watch These Stocks
Market Share Up For Grabs
Starbucks' strategic shift creates immediate opportunities for competitors to capture new customers and expand their presence in China's booming coffee market.
Local Players Rising Fast
Chinese coffee chains are gaining momentum with value-focused strategies that resonate with local consumers. This major market disruption could accelerate their growth trajectory.
The Whole Supply Chain Wins
From coffee roasters to packaging suppliers, the entire ecosystem stands to benefit as competitors race to fill any void left by Starbucks' strategic pivot in China.
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