Starbucks vs Marriott

Starbucks and Marriott: this page compares their business models, financial performance, and market context to offer a neutral view of how each company operates and competes. The information is presented accessibly to support understanding of strategy, scale, and context without guidance or endorsement. Educational content, not financial advice.

Starbucks and Marriott: this page compares their business models, financial performance, and market context to offer a neutral view of how each company operates and competes. The information is presen...

Comparison Snapshot

Key Financial Metrics

SBUX

Metric

MAR

$109.54B

Market Cap

$84.99B

-1.11%

Potential Profit

-5.04%

Buy

Analyst Rating

Buy

Why It's Moving

Starbucks Stock Charges Ahead of Q1 Earnings and Investor Day, Eyeing Turnaround Momentum.

Shares jumped 1.87% to $97.62 in the latest session, marking a 13% monthly rise that beats the retail sector amid constructive Wall Street sentiment.
Q1 revenue eyed at $9.63-9.64 billion, up over 2% YoY, fueled by US delivery growth, loyalty program upticks, and international expansion via China partnership.
Earnings expected to dip to $0.58-0.59 per share due to high coffee costs and tariffs, but analysts lean 'Buy' with hopes for sustained transaction pickup.

Sentiment:

🐃Bullish

Marriott Shake-Up: Veteran Leaders Retire as Fresh Talent Takes Helm for Global Push.

Retirements of U.S./Canada Group President Liam Brown and another veteran pave the way for Satya Anand to unify leadership across U.S., Canada, and Latin America.
Neal Jones tapped to lead EMEA operations spanning 80 countries and 1,300 properties, leveraging his track record in luxury integrations like Design Hotels.
Federico Greppi heads CALA to accelerate southern hemisphere growth, with all new roles kicking off March 28 for seamless continuity.

Sentiment:

🐃Bullish

Starbucks Stock Charges Ahead of Q1 Earnings and Investor Day, Eyeing Turnaround Momentum.

Shares jumped 1.87% to $97.62 in the latest session, marking a 13% monthly rise that beats the retail sector amid constructive Wall Street sentiment.
Q1 revenue eyed at $9.63-9.64 billion, up over 2% YoY, fueled by US delivery growth, loyalty program upticks, and international expansion via China partnership.
Earnings expected to dip to $0.58-0.59 per share due to high coffee costs and tariffs, but analysts lean 'Buy' with hopes for sustained transaction pickup.

Sentiment:

🐃Bullish

Marriott Shake-Up: Veteran Leaders Retire as Fresh Talent Takes Helm for Global Push.

Retirements of U.S./Canada Group President Liam Brown and another veteran pave the way for Satya Anand to unify leadership across U.S., Canada, and Latin America.
Neal Jones tapped to lead EMEA operations spanning 80 countries and 1,300 properties, leveraging his track record in luxury integrations like Design Hotels.
Federico Greppi heads CALA to accelerate southern hemisphere growth, with all new roles kicking off March 28 for seamless continuity.

Sentiment:

🐃Bullish

Investment Analysis

Starbucks

SBUX

Pros

Starbucks showed early signs of recovery in fiscal 2025 with a 5% increase in global revenue and the first positive comparable store sales growth in seven quarters.
The rollout of the Green Apron Service standard across U.S. stores contributed to transaction-led comp growth, indicating effective operational improvements.
Starbucks remains a globally recognised brand with strong revenue scale of over $37 billion, supporting its competitive position in the coffee retail industry.

Considerations

Adjusted earnings per share fell sharply by 36% in fiscal 2025, reflecting ongoing profitability challenges despite revenue growth.
The company reported a negative return on equity exceeding 31%, raising concerns about efficiency in generating profits from shareholders' investments.
Starbucks' stock has experienced volatility and an 11% year-to-date decline, reflecting market uncertainty and increased competition in the coffee sector.

Marriott

MAR

Pros

Marriott benefits from a strong global footprint as one of the largest hotel operators, with a market cap exceeding $75 billion underpinning its sizeable scale.
The travel and hospitality sector showing early signs of recovery supports Marriott’s revenue growth potential from renewed consumer demand.
Marriott’s diversified portfolio across luxury, premium, and select-service segments helps mitigate risks associated with economic cyclicality.

Considerations

Marriott remains exposed to macroeconomic and geopolitical risks that can affect travel demand and occupancy rates across regions.
The company faces cost pressures including rising wages and inflationary input costs, which may compress operating margins amid competitive pricing.
Execution risks persist in integrating acquisitions and managing global operations in a complex post-pandemic environment, affecting efficiency.

Related Market Insights

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Starbucks' 100 store closures create a competitive vacuum. Discover how McDonald's, Tim Hortons, and other rivals can capture market share. Invest in the coffee market shake-up with Nemo.