Brightloom Can Help Starbucks Solidify Moat Via Throughput, Loyalty, and Operation Enhancements
We find wide-moat Starbucks' investment in Brightloom (formerly Eatsa) strategically significant because it can (1) help to unlock new opportunities for the company's existing digital platform, (2) allow the company to streamline restaurant operations and improve the customer experience, and (3) open the door to new restaurant configurations, delivery capabilities, and partnerships. Under the agreement, Starbucks will license its customer engagement platform to Brightloom, which will then develo...Starbucks is a roaster, marketer and retailer of coffee. The company's segments are: Americas, which is inclusive of the United States, Canada, and Latin America; International, which is inclusive of China, Japan, Asia Pacific, Europe, Middle East, and Africa; and Channel Development. The company's Americas and International segments include both company-operated and licensed stores. The company's Channel Development segment includes roasted whole bean and ground coffees, Seattle's Best Coffee?, Starbucks- and Teavana-branded single-serve products, a variety of ready-to-drink beverages, and other products sold worldwide outside of the company's company-operated and licensed stores.
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