6 Comments
Feb 19Liked by App Economy Insights

Hey great writeup, I have followed your work on Twitter for a while, just found you over here on Substack. I once was a Starbucks customer, many years ago, back when the rewards program was just getting off the ground. I thought coffee prices were too high back then, silly how low they were compared to now. I would be curious to see how Starbucks measures up when compared to Dutch Bros & Peet's Coffee.

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Feb 20Liked by App Economy Insights

Wow, very interesting article! You have described everything in such detail. Starbucks is really impressive, I'll be waiting for the new product, as I am also a coffee drinker. Thank you for such a detailed analysis!

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Great article on Starbucks' recent earnings report! You have done a fantastic job breaking down the key highlights and providing a comprehensive overview of the company's revenue, costs, margins, and its loyalty program. Your analysis of Starbucks' new CEO, the Star economy, and its store expansion goals is spot on and I appreciate the insights on its digital and rewards strategy, including the exciting new web3-powered extension of the Rewards program, Starbucks Odyssey. The anticipation for the big product announcement teased by the outgoing CEO Howard Schultz is palpable and I can't wait to see what it is! Thanks for sharing your thoughts and insights. If you're interested in learning more about the latest developments in the world of finance and business, you can check out my profile for more thought-provoking articles and discussions.

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