Research
FORUM TRANSCRIPT

Starbucks & Nestlé Alliance – US Market Update & Growth Outlook – 25 June 2020

  • Multi Asset
  • Consumer
  • North America
PREMIUM

Specialist

Former VP at Starbucks Corp

Agenda

  • Demand and supply impacts of coronavirus and 2020 US coffee grocery outlook
  • Update on the grocery channel competitive landscape – Starbucks (NASDAQ: SBUX), Nestlé (VTX: NESN), Keurig Dr Pepper (NYSE: KDP), JDE Peet’s (AMS: JDEP) and private label
  • Strategic developments behind the Starbucks-Nestlé alliance, and mid-term structural growth and profitability outlook
  • Key trends and developments in the coffee industry

Questions

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