UPDATE: Starbucks Bracing For 'Tough' Consumer Recovery
September 09 2009 - 1:06PM
Dow Jones News
Starbucks Corp. (SBUX) is planning for a drawn-out recovery in
consumer spending, but believes it has right-sized its once
high-growth business model with more than half a billion dollars of
cost cuts.
"We have shaped our plans assuming there's a long recovery here
and takes a while for the consumer to come around," Starbucks Chief
Financial Officer Troy Alstead said Wednesday at a Goldman Sachs
retail conference.
The consumer health outlook is still hazy as unemployment
approaches 10% and consumers build up their savings, leaving
Starbucks preparing for more uncertainty before prosperity.
Alstead also said Starbucks would continue to use traditional
marketing and social media like Facebook to fight against attacks
from competitors that have chided the worldwide coffee shop for
being too pricey.
"Starbucks will not allow others to continue to define us in the
customer's eyes," Alstead said.
Starbucks has faced new competition in the premium coffee market
from McDonald's Corp. (MCD). Earlier this year, a McDonald's
billboards in Seattle, Starbucks' home turf, proclaimed: "Four
bucks is dumb."
McDonald's Corp.'s (MCD) premium coffee launch, McCafe, may not
be giving the chain the boost it wanted. Earlier Wednesday,
McDonald's posted disappointing August same-store sales results,
including a 1.7% increase in the U.S., a figure Research Edge LLC
analyst Howard Penney says reflects consumers not taking to McCafe
as much as thought.
Starbucks shares got a lift in recent trading, rising 79 cents,
or 4.1%, to $19.99. Shares have more than doubled this year, and
have bounced from a low of $7.06 last November.
McDonald's shares, meanwhile, slumped on their results, falling
89 cents, or 1.6%, to $55.33 in recent trading.
Starbucks has identified about a thousand stores it has closed
or plans to close and expects to cut about $550 million of costs
this year as it responds to a global economic slowdown. It is also
making its supply chain more efficient and reducing waste in
stores.
As it has improved store profitability, Starbucks is taking
about 30 U.S. stores off the list slated for closure, Alstead
said.
The company will eventually resume opening new stores in the
U.S., though sees more potential for growth overseas, Alstead
said.
Starbucks is also trying to grab a larger share of the $21
billion worldwide market for instant coffee with Via, which it
plans to sell across the U.S. later this month.
In tests markets of Seattle and Chicago, Starbucks found that
introduction of Via had "no discernable impact" on in-store
beverage sales, Alstead said, something some investors had feared.
Instead, Via cannibalized sales of packaged coffee, which the
company had expected.
"That's a trade we're prepared to make," Alstead said.
Alstead also indicated that Starbucks' board is evaluating how
to distribute free-cash flow over time, although its primary
investment will continue to be in improving its existing stores and
business.
Penney said that Starbucks could consider establishing a
dividend like other global restaurant companies such as McDonald's
and Yum Brands Inc. (YUM).
-By Paul Ziobro, Dow Jones Newswires; 212-416-2194;
paul.ziobro@dowjones.com