SBUX
Guest preview — showing qualitative direction only.
SBUX Analysis Summary
Starbucks Corporation (SBUX) operates in Layer 7: AI Applications, in the Vertical Saas Ai sub-sector. With a $111.4B market cap and 24% AI-derived revenue, it sits in the downstream tier of the AI supply chain.
The current composite signal is neutral with none conviction, driven primarily by quarterly factors.
Learn more about our signal methodology. View Signal History →
Analysis as of Jul 11, 2026 07:03 UTC (quarterly run). Mixed data.
Data Trust
Quality grade A · Score 0.98 · Updated Jul 11, 2026 07:03 UTC (30.8h ago)
Source-by-source provenance available after sign-in.
Signal Snapshot
Current model view is neutral with none conviction. Based on the latest quarterly run.
Primary driver appears to be quarterly factors for this ticker.
Latest Recommendation (Guest Preview)
Low bearish on Starbucks Corporation (AI Applications, 24% AI revenue). Signal: -0.16.
Why Not a Buy?
No signal data available for this ticker yet.
Supply Chain Position
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Portfolio Position
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Bottleneck Exposure (Guest Preview)
No active bottleneck exposure is currently flagged for this ticker.
Fundamentals & Characteristics
- Market Cap
- $111,446M (111.4B)
- Avg Daily Volume
- $939.0M
- AI Revenue %
- 24%
- Liquid Options
- Yes
- Layer
- 7 — AI Applications
- Sub-Sector
- Vertical Saas Ai
- Mega Cap
- No
Latest Signal Snapshot
Full multi-run history, trend charts, and component-level changes available after sign-in.
Key Facts About SBUX
- Company: Starbucks Corporation
- Supply Chain Position: AI Applications (Layer 7 of 10)
- Market Cap: $111.4B
- AI Revenue: 24%
- Sub-sector: Vertical Saas Ai
- Tier: Downstream
- Supply Chain Partners: 0 companies
SBUX FAQ
What does Starbucks Corporation do in AI?
Starbucks Corporation (SBUX) operates in the AI Applications layer of the AI supply chain, in the Vertical Saas Ai sub-sector.
Is SBUX a buy or sell?
Full signal analysis for SBUX is available after sign-in at Early Signal. Our quantitative model analyzes momentum, sentiment, earnings, and supply chain factors.
What AI supply chain layer is SBUX in?
SBUX is in Layer 7: AI Applications. Early Signal's 10-layer taxonomy traces the AI value chain from raw materials (Layer 0) through semiconductor manufacturing, chips, infrastructure, cloud platforms, AI tools, foundation models, applications, AI-enabled transformation, to secondary beneficiaries (Layer 9). Learn more on the methodology page.
What is Starbucks Corporation's AI revenue exposure?
Starbucks Corporation derives approximately 24% of its revenue from AI-related activities. It has a market capitalization of $111.4B and sits in the downstream tier of the AI supply chain.
Who are SBUX's AI supply chain partners?
SBUX does not have mapped upstream or downstream supply chain relationships in the current AI ecosystem model.
⚡ AI Brand Visibility
How often AI models (ChatGPT, Claude, Gemini) mention Starbucks Corporation when users ask questions in its category.
Source: geo.sig.ai — tracks AI visibility for 5,600+ companies across 30 verticals.