Starbucks' Billion-Dollar Delivery Business

What this episode covers

Starbucks just revealed that delivery has become a $1 billion annual business, growing 30% year-over-year—and it's changing everything about how we think about coffee shops. With 40% of delivery orders including food, this massive revenue stream raises critical questions about Brian Nichol's turnaround strategy. Should Starbucks double down on automation and dark cafes, or invest in improving the in-store experience? Chris and Anne debate the future of Starbucks as delivery continues to explode. Sponsored by the A&M Consumer and Retail Group, Mirakl, Ocampo Capital, Infios, and Quorso. For the full episode head here: https://youtu.be/7d-eJ-WAhfw #starbucks #coffeedelivery #brianniccol #starbucksstrategy #deliveryservices #ghostkitchens #coffeeshop #retailstrategy #automation #mobilepickup

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Frequently Asked Questions

How long is this episode of Omni Talk Retail?

This episode is 4 minutes long.

When was this Omni Talk Retail episode published?

This episode was published on November 6, 2025.

What is this episode about?

Starbucks just revealed that delivery has become a $1 billion annual business, growing 30% year-over-year—and it's changing everything about how we think about coffee shops. With 40% of delivery orders including food, this massive revenue stream...

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