Yield Theory

Consumer Discretionary stock comparison

MAR vs SBUX: which business are you actually underwriting?

Compare Marriott International, Inc. with Starbucks Corporation using their business models, SEC classifications, fiscal calendars, current primary filings, and the research questions that matter. This is a thesis framework—not a price target or automatic winner.
Sector
Consumer
Industry
Different SIC
Shared themes
1
Updated
2026-02-10

MAR vs SBUX: quick comparison

Company factMARSBUX
CompanyMarriott International, Inc.Starbucks Corporation
ExchangeNASDAQNASDAQ
Headquarters—Seattle, Washington
Founded—1971
SEC industryHotels & MotelsRetail-Eating & Drinking Places
Fiscal year-endDecember 31September 28
Latest annual filing10-K · 2026-02-1010-K · 2025-11-14

MAR vs SBUX: audited financials

SBUX reported about 1.4× the revenue of MAR in the latest audited fiscal year. On profitability, MAR converted a larger share of revenue into net income (9.9% versus 5.0%). Scale and margin are starting facts for the thesis, not the verdict.

MetricMARSBUX
Revenue$26.2B$37.2B
Net income$2.6B$1.9B
Operating cash flow$3.2B$4.7B
Diluted EPS$9.51$1.63
Net margin9.9%5.0%

MAR: FY ending 2025-12-31 · SBUX: FY ending 2025-09-28. Figures as tagged in each issuer's SEC XBRL filing; fiscal calendars may not align.

How the businesses differ

Why this pair belongs in the comparison set

MAR and SBUX have different SEC industry classifications, but both map to the maintained International markets research theme inside the Consumer Discretionary sector. A shared classification or theme makes the pair useful for a defined research question; it does not mean the companies have identical products, economics, or risks.

Marriott International, Inc. (MAR)

Marriott International franchises and manages a global portfolio of hotel brands spanning luxury to economy.

Starbucks Corporation (SBUX)

Starbucks operates and licenses the largest chain of coffeehouses in the world, with China as a key growth and competitive battleground. Its rewards program and mobile ordering drive a large share of US transactions.

The useful starting point is not which ticker has performed better. It is whether the two companies convert the same economic forces into revenue and cash flow in the same way. MAR is classified by the SEC as Hotels & Motels, while SBUX is classified as Retail-Eating & Drinking Places. The different industry codes are a warning against treating sector membership as proof of identical economics.

Members-only research

What members are reading this month

The thesis, the numbers behind it, and what would break it. Full access is $15 a month.

Read the full research

Which thesis does each company fit?

Use the distinction below to decide which filing deserves deeper work. It is a research routing rule, not a recommendation or prediction.

Study MAR when…

  • Real wage growth and consumer confidence
  • Interest rates on autos and big-ticket credit
  • Inventory cycles and promotional intensity
  • The trade-down between premium and value

Study SBUX when…

  • Real wage growth and consumer confidence
  • Interest rates on autos and big-ticket credit
  • Inventory cycles and promotional intensity
  • The trade-down between premium and value

Shared research themes

International markets

SEC filing comparison and disclosure evidence

Start with primary filings because fiscal calendars and accounting presentation can make superficially similar quarters incomparable.MAR's fiscal year ends December 31, while SBUX's ends September 28. Normalize the reporting periods before comparing growth, margins, capital intensity, or guidance.

The current verified House and Senate snapshot contains 4matched transaction rows for MARand 28 for SBUX. These delayed, range-based disclosures can identify a filing to inspect; they do not establish motive, conviction, or a real-time trading signal.

What this comparison cannot tell you

This page does not contain licensed live prices, a valuation model, earnings estimates, portfolio constraints, or a forecast of future returns. SEC classifications can be broad, company descriptions can lag strategic change, and the latest annual filing may predate a material acquisition or divestiture. Read subsequent quarterly and current reports before making a decision.

A stronger business is not automatically the better stock. Starting valuation, expectations, capital structure, cyclicality, dilution, and the probability of each thesis determine the investment outcome. Use this comparison to frame the work, then verify the numbers in the linked filings and current company disclosures.

MAR vs SBUX FAQs

Are MAR and SBUX direct competitors?

Marriott International, Inc. and Starbucks Corporation sit in the same Consumer Discretionary sector but have different SEC industry classifications. The comparison is most useful for portfolio role and sector exposure, not as a claim that every product competes directly.

Which is better, MAR or SBUX?

There is no context-free winner. Compare the operating exposures, filing evidence, valuation, balance sheet, and risks against the specific thesis you are testing. This page deliberately does not turn a static profile into a buy or sell recommendation.

Does this MAR vs SBUX comparison include live prices?

No. Yield Theory does not republish unlicensed real-time market data. The financial figures on this page are the audited annual numbers Marriott International, Inc. and Starbucks Corporation tagged in their SEC XBRL filings. Use a regulated broker or licensed quote provider for current prices and valuation multiples.

Where does the company information come from?

Company classifications, fiscal year-ends, and filing links come from the SEC EDGAR submissions API snapshot refreshed 2026-09-25. Business summaries and research themes are maintained by Yield Theory.

Data snapshot: SEC EDGAR submissions API, refreshed 2026-09-25. Independent educational research; not investment advice.

A comparison is the setup. The thesis is the call.

MAR vs SBUX shows how the businesses differ. Membership is the monthly sourced view of who could benefit, what could break, and what evidence matters next. $15/month or $150/year.

$15/mo or $150/yr · cancel future renewals anytime · sources included