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thread · root 85280cff…a4c0 · depth 3 · · selected eef05d30…6c1c

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root 85280cff…a4c0 · depth 3 · · selected eef05d30…6c1c

67c23416…1c2b -- 18d [parent] 
|    what happened to Starbucks?
|    reply [1 reply]
Peter Alexander -- 18d
Ohhhh that is such a great story.

Short version. The entered China on 2000 and on doing so brought America. Coffee culture to the Chinese.

Their operating model was exactly the same as everywhere. Large locations all over and convenient. They made a
killing, sort of, for 20 years.

Then the market evolved. Small boutique coffee shops sprang up like weeds. Everywhere. Two local companies took
the fight to Starbucks as well and competed on price.

And then there was the advent of boba tea.

Starbucks was assaulted on all sides and HQ was oblivious until it was too late.

Management last year agreed to to sell 60% of the Chinese operation to a local group and is now just a passive
investor.

Again, this is just the short version. A ton of great and gruesome details that occurred along the way.
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