ended4월 14일· 1 sources

스타벅스 '락인' 균열…선불 충전 잔액 증가율 5년 새 반토막

Why it matters

The deceleration in the growth of prepaid deposits indicates a potential weakening of Starbucks Korea's traditional lock-in effect amidst aggressive expansion by low-cost competitors. This shift highlights the structural vulnerability of high fixed-cost, direct-management models that must increasingly rely on defensive marketing spending to maintain market share.

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24h
Growth
142d
Active
Starbucks Korealock-indeferred revenuelow-cost coffeeSG&A expensesSiren Order

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