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ENPR 497 (Postlethwaite)

American Customer Satisfaction Index

Business Plans Handbook

Business Source Complete (Articles and SWOT Analysis)

This is a good resource for articles on your company.

Example: I need a Porter's Five Forces analysis relevant to Starbucks's industry.

  • Type foodservice into the first box
  • Type marketline into the second box
  • Type United States into the third box and click search
  • Select the report MarketLine Industry Profile: Foodservice in United States (July 2024)

Example: I need a SWOT analysis for Starbucks

  • Type starbucks into the first box
  • Type swot into the second box and click search
  • Please note that premade SWOT analyses are very brief and generic

Example: I need articles that describe how Starbucks is run.

  • Type starbucks into the first box 
  • Type organizational or culture or employees or personnel management into the second box
  • Scroll down to Publication Date and select the publication range you need

Example: I need some articles on Starbuck's strategies.    

  • Type starbucks into the first box
  • Type business planning or strateg* into the second box and select SU Subject with the pulldown menu and click Search    
  • If you need to limit your search to newer articles, go to the publication date section on the left, enter the range you need and click Update

Example: I need articles on Starbucks and their customers.

  • Type starbucks in the first box
  • Type customers or consumers into the second box and click search

Example: I want some articles on lawsuits involving Starbucks.

  • Type litigation or lawsuits or regulations into the first box
  • Type starbucks into the second box and click search

Nation's Restaurant News is a trade magazine aimed at executives in the airlines industry. The articles are written by experts in this industry,.

  • Use this link to browse recent articles from this publication. By browsing articles from this publication you can identify important industry trends.
  • Go to this link if you want to search for a specific term in Nation's Restaurant News.

FactSet

IBISWorld

Example: I need an industry report relevant to Starbucks.

  • Select Accommodation and Food Services in the US for a broader report or Coffee & Snack Shops in the US (more specific)
  • IBISWorld reports contain Porter's Five Forces analyses

Indeed

LSEG (Refinitiv)

Types of information available from LSEG:

  • In-depth research reports from companies like Morningstar, UBS, Morgan Stanley, J.P. Morgan, Trefis, RBC, Barclay's, etc. Avoid the reports from BuySellsSignal Research and Minkabu.
  • Environmental Social Governance (ESG) indicators
  • SWOT Analyses
  • Supply Chain (referred to as a "Value Chain"
  • Peer Analysis (available for diversity & inclusion, profitability, fundamental ratios, peer comparison (data like P/E ratios, beta)

Mintel

Example: I need a market research report relevant to Starbucks.

  • The report Foodservice Coffee and Tea – US – 2024 will contain survey question data from a consumer perspective

Nexis Uni

Example: I need a SWOT analysis for Starbucks

  • Type starbucks swot analysis into the search box
  • Change All Content Types to "Companies" with the pull-down menu, and then select Company Profiles
  • Scroll through the sources and click the box for GlobalData Company Profiles
  • Click search

Example: I need articles about Starbucks and lawsuits.

  • Click the box for News
  • Type starbucks lawsuits into the "Search in All News for" box
  • Use the pull-down menu to change the date range to the last few years (e.g. September 23, 2020 to the present day)

Passport

Example: I need a report relevant to Starbucks.

  • Select either Cafés/Bars in the US or Consumer Foodservice in the US depending on whether you want a broader or more specific industry category.
  • Passport country reports are an excellent source for detailed market share data

PrivCo (Private companies)

Researching private companies is more challenging than publicly-traded companies since they are not required to report information to the Securities & Exchange Commission (SEC). In most cases you will not be able to obtain financials statements such as income statements, balance sheets and cash flow statements for private companies.

One approach that students have used in the past when researching privately-held companies is to locate a similar public company and use their financials as an example or proxy.

Simmons Insights (Demographics)

SimplyAnalytics

S&P Net Advantage

***If you are searching S&P Net Advantage with Google Chrome and receive an error message, try clearing your cache and possibly restarting your browser***

Example: I need an industry report relevant to Starbucks.

  • Type starbucks or the ticker symbol (SBUX) and select Starbucks Corporation (NasdaqGS:SBUX)
  • Click Industry Surveys on the left-hand side
  • Select the PDF of the report for Restaurants which will contain a brief Porter's Five Forces analysis

Example: I need balance sheet, income statement and cash flow statement data for Starbucks Corporation (NasdaqGS:SBUX).

  • Type either starbucks or the the ticker symbol (SBUX) into the search box and select Starbucks Corporation (NasdaqGS:SBUX)
  • On the left-hand side, scroll to the Financials/Valuation section and select either income statement, balance sheet or cash flow statement
  • Data can be downloaded into Excel

Example: I need ratio data for Starbucks.

  • Type starbucks or the ticker symbol (SBUX) and select Starbucks Corporation (NasdaqGS:SBUX)
  • On the left-hand side, scroll to the Financials/Valuation section and select "Ratios"

Example: I need SEC Filings for Starbucks

  • Type starbucks or the ticker symbol (SBUX) and select Starbucks Corporation (NasdaqGS:SBUX)
  • Scroll down the left-hand side of the screen and click the link for SEC Filings
  • Select the latest 10-K file. You can consult the 10-Q's for more updated information
  • The "Risk Factors" section will be useful for your SWOT analysis
  • Search the document for terms such as competition, suppliers, segment, etc.

Example: I need the bond rate for Starbucks.

  • Type starbucks or the ticker symbol (SBUX) and select Starbucks Corporation (NasdaqGS:SBUX)
  • On the left-hand column, scroll down to Fixed Income and select Securities Summary
  • Go to the line titled Current YTW to obtain the current yield

Statista

Example: I need brand data on Starbucks.

  • Type starbucks into the box and click search
  • On the right hand side, click Content Type and select Consumer Insights
  • Select reports like Brand KPIs for coffee: Starbucks in the United States, Brand KPIs for restaurant chains: Starbucks in the U.S. or

U.S. Major Dailies