SBUX · Earnings call · 2026Q3T · Full report

Supply Chain and Inventory

STARBUCKS CORP · 2026-10-29 · Importance 26 · Surprise 24

Inventory availability reached an all-time high, with daily delivery reaching close to 90% of North America company-operated coffeehouses. Starbucks is testing changes to demand forecasting, ordering accuracy, and replenishment cycles to improve availability and reduce product waste and partner workload. Management said daily deliveries and replenishment within 24 hours should help stores keep food, cold-case items, and crafted beverages in stock according to local demand. Replenishment improvements are expected to develop over the next six to 12 months.

Key facts

• Starbucks expects to reach daily deliveries with replenishment signals within 24 hours in the next six to 12 months.
• Starbucks is testing supply-chain improvements to demand forecasting, ordering accuracy, and replenishment cycles.
• Daily delivery reached close to 90% of North America company-operated coffeehouses.