Written Report for Starbucks Case
First, you need to download Starbuck’s most recent 10-K data and make a common-size balance sheet and
common-size income statement. To download, go to sec.gov, click on company filings on the top right, and
search “SBUX” as Starbucks trading symbol. Search “10-K” in filing type or table to find the 10-K that you are
looking for. Then click on the "Filing" button, then on “Interactive Data”. To download financial statements,
click on “View Excel Document”. To view 10-K, click on “10-K”. Submit a written report to answer the
following questions.
1) Construct a common-size income statement and balance sheet using the most recent 10-K for two
years.
2) What are the company’s two major operation models? What are the company’s main geographic
locations? (hint: read Item 1: Business)
Starbucks has two major operation models, namely company-operated stores and licensed stores.
Company-owned stores are fully owned and operated by Starbucks. Licensed stores, on the other hand,
are owned and operated by independent licensees.
According to the company’s 2023 10-K, Starbucks operates in 86 markets. It’s largest market is the
U.S.A., with significant presence in the U.K., China, Japan, and Canada.
3) What are the major assets? What are the intangible assets? Are there any unrecorded intangible
assets?
Starbucks’ major assets are its property, plant, and equipment assets as well as operating lease. These
include all of Starbucks’ stores, coffee roasting plants, and distribution centers. Their intangible assets
First, you need to download Starbuck’s most recent 10-K data and make a common-size balance sheet and
common-size income statement. To download, go to sec.gov, click on company filings on the top right, and
search “SBUX” as Starbucks trading symbol. Search “10-K” in filing type or table to find the 10-K that you are
looking for. Then click on the "Filing" button, then on “Interactive Data”. To download financial statements,
click on “View Excel Document”. To view 10-K, click on “10-K”. Submit a written report to answer the
following questions.
1) Construct a common-size income statement and balance sheet using the most recent 10-K for two
years.
2) What are the company’s two major operation models? What are the company’s main geographic
locations? (hint: read Item 1: Business)
Starbucks has two major operation models, namely company-operated stores and licensed stores.
Company-owned stores are fully owned and operated by Starbucks. Licensed stores, on the other hand,
are owned and operated by independent licensees.
According to the company’s 2023 10-K, Starbucks operates in 86 markets. It’s largest market is the
U.S.A., with significant presence in the U.K., China, Japan, and Canada.
3) What are the major assets? What are the intangible assets? Are there any unrecorded intangible
assets?
Starbucks’ major assets are its property, plant, and equipment assets as well as operating lease. These
include all of Starbucks’ stores, coffee roasting plants, and distribution centers. Their intangible assets
