It seems like everywhere you look these days, there's another café opening selling $8 matcha lattes, protein coffees. But the American coffee boom is playing out very differently across cities and suburbs, with emerging brands challenging Starbucks and Dunkin' through everything from experiential retail to drive-thru convenience. On our latest HNGRY Live webinar, I sat down with John Rabiner of PrimeSite, a real estate advisory firm specializing in predictive site selection, to unpack the competitive landscape across nearly 34k locations belonging to 45 coffee and tea brands. Drawing on his experience at Uber and Gopuff, Rabiner has developed a data-driven approach to understanding how consumer preferences, competitive density, and real estate availability influence where brands should expand. What emerged was a surprisingly fragmented market where local challengers are establishing regional strongholds, consumers are trading up to increasingly elaborate beverages, and access to the right real estate may be just as important as the beverages themselves.

Full presentation deck here