Starbucks is overhauling its compensation model with weekly paychecks, performance bonuses, and expanded tipping to improve worker retention. This sector-wide shift toward competitive pay structures creates a growing opportunity for the payroll and human capital management software providers that make these complex systems possible.
Published on April 3
What started with one major coffee chain is quickly becoming the new standard across retail and hospitality. The companies in this group are right at the centre of that change, and the demand for their services is only growing.
Every business that moves to weekly pay, digital tips, or performance bonuses needs software to make it work. These under-the-radar technology companies are quietly powering one of the biggest shifts in how workers get paid.
Professional analysts have specifically selected these payroll and HR software leaders because they believe the sector-wide rush to upgrade legacy systems will drive significant revenue growth in the years ahead.
When a retail giant like Starbucks overhauls how it pays its workers, the ripple effects reach far beyond one coffee chain. This group is built on the idea that the entire retail and hospitality sector will be forced to follow suit, driving a surge in demand for the software and payment platforms that make complex, modern compensation systems possible.
These are technology and software companies, not retailers themselves, so their performance is linked to how widely businesses adopt advanced payroll and HR tools rather than to consumer spending directly. This makes the group a way to invest in a structural, back-office shift that is quietly reshaping how millions of workers get paid.
Each stock in this group was hand-picked by professional analysts because it plays a specific, meaningful role in enabling modern compensation structures — from automating weekly payrolls and tracking performance bonuses to integrating digital tipping and instant payouts. These are the companies building the infrastructure behind today's workforce transformation.
The basket's total market capitalisation is 241,688.99 and is anchored by several large-cap constituents, indicating clear large‑cap dominance and a predominantly stable profile.
PYPL: $41.74B
ADP: $82.14B
WDAY: $33.99B
Get the full story on this Basket. Read our detailed article on its risks and potential.
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Part of Exinity Group 2015, serving over a million customers globally.
Earn 6% AER on uninvested cash with daily interest payments.
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Here are a few of the assets in this group. Create an account to unlock the full list.
Use the growth calculator to see how much investing in these assets could return over one year, based on aggregated analyst sentiment provided by Refinitive Ltd.
If you invested across these assets:
In 12 months it might be worth:
+138.62%
On average, analysts expect assets in this group to grow 138.62% over the next year.
8 of 15 assets in this group are rated Buy by professional analysts.
