Starbucks leans into fruit flavors and cold foams as social media drives demand

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2▲2 ▼0Impact / 5
Summary · why it matters

Starbucks is increasingly incorporating fruit flavors and cold foams into its menu as consumers seek visually striking, customizable drinks popularized on social media. More than 60% of Starbucks' new beverages since 2024 have featured a fruit flavor, and flavored cold foams now account for one-third of all beverage customizations, with cold foam sales up 40% year over year in the second quarter. The volume of fruit-flavored cold foams sold doubled this fiscal year compared to last year. Other chains like Dunkin', Dutch Bros, and 7 Brew Coffee are also seeing growing interest in fruit-forward profiles, while McDonald's recently introduced new fruit-flavored beverages with cold foam.

Impact on assets 3

Consumer Discretionary▲ · 3 stocks
Starbucks Corporation
SBUX
▲ PositiveDemandrelevance

Starbucks is the main subject; fruit flavors and cold foams are driving demand, with cold foam sales up 40% YoY.

Dutch Bros Inc
BROS
▲ PositiveDemandrelevance

Dutch Bros is mentioned as also seeing growing interest in fruit-forward profiles, indicating potential demand boost.

Off-coverage companies 2

7 Brew CoffeePrivate▲ Positive
Demandrelevance

7 Brew Coffee is mentioned as seeing growing interest in fruit-forward profiles, indicating potential demand boost.

Dunkin'Private▲ Positive
Demandrelevance

Dunkin' is mentioned as seeing growing interest in fruit-forward profiles, indicating potential demand boost.