Competitive ThreatsAnalyst cautions that competition from drive‑thru‑only coffee concepts and a potential Starbucks resurgence could divert customers and weigh on sales growth.
Margin Outlook Versus ConsensusAnalyst notes that evolving store models and higher occupancy costs may not be fully reflected in consensus estimates, posing downside risk to margin expectations.
Real Estate And Development CostsAnalyst warns that a shift toward more build‑to‑suit locations may raise lease and build‑out costs, creating headwinds for profit margins.