A-Level Business Studies · Case Study + Worksheet

Costa Coffee plc

Premium Pricing & Brand Strategy in a Cost-of-Living Market

A free A-Level Business Studies case study with worksheet, indicative mark scheme and three-board specification mapping. Print-ready for the classroom.

Year group
Year 12 / Year 13
Boards
Edexcel · AQA · OCR
Pages
6 — print ready
Lesson length
60–75 minutes
Lesson Pack · How to use this resource

Why Costa — and how this lesson works

Most A-Level pricing teaching focuses on cost-leadership examples. Costa Coffee is the flip side — a brand that has held a price premium of 30–60% over budget rivals for over two decades. This lesson uses Costa as the vehicle to teach premium pricing, brand differentiation and the strategic decisions firms make under cost-of-living pressure.

The case is current to 2025–2026 — Coca-Cola's £3.9 bn acquisition, the Costa Express format, the post-pandemic trade-down trend, and the rise of Pret and Caffè Nero as direct competitors.

Learning objectives

LO 1
Define and apply premium pricing
Distinguish premium from price skimming and cost-plus pricing. Explain how Costa sustains a premium price point.
LO 2
Analyse brand differentiation
Identify the levers Costa uses to justify premium pricing — store experience, ecosystem, brand heritage.
LO 3
Evaluate strategic decisions
Weigh up Whitbread's £3.9 bn sale to Coca-Cola — strategic exit or short-term cash grab?
LO 4
Apply external influences
Assess how the cost-of-living crisis, inflation and competitor moves affect Costa's premium positioning.

Suggested 60-minute lesson timing

10 min
Read & warm-up
15 min
Q1 + Q2
15 min
Q3 (analysis)
18 min
Q4 (evaluation)
2 min
Plenary

Differentiation tip: for Year 12, drop Q4 and use Q1–Q3 only. For Year 13 mock-prep, run Q4 as a timed 18-minute exam-style task and mark using the Level 1–4 scheme on page 5.

TBS Education · Free for UK teachers
02 / 06
Case Study

Costa Coffee plc — the £3.9 bn cup

Costa Coffee was founded in 1971 by Italian brothers Sergio and Bruno Costa in Lambeth, London — initially as a coffee-roasting business supplying London cafes. It opened its first retail store in 1978. By 1995, the chain had grown to 41 outlets, attracting the attention of UK hospitality giant Whitbread, which bought it for £19 million.

The Whitbread era — building a UK brand

Under Whitbread, Costa became the UK's largest coffee shop chain, overtaking Starbucks by 2009. Whitbread invested in store rollout, the Costa Express self-serve format (now over 14,000 machines in petrol stations, supermarkets and offices), and international expansion into China, the Middle East and Eastern Europe.

By 2018, Costa operated more than 4,000 stores worldwide, with 2,400 in the UK. Average UK store revenue: roughly £750,000 per year. Average price of a medium latte: £3.95 — compared to Greggs' £2.60 for an equivalent product.

The Coca-Cola acquisition (2019)

In August 2018, Whitbread announced the sale of Costa to The Coca-Cola Company for £3.9 billion — a 5× premium on the £19 m purchase price 23 years earlier. The deal completed in January 2019.

"Coca-Cola's strategic logic: enter the £140 bn global hot drinks market, where they had no presence, by acquiring an established platform with retail, supply and Express vending channels."

Coca-Cola's stated rationale was that Costa gave them an instant entry into a market they could not realistically enter through organic growth, alongside a global B2B distribution network.

The post-pandemic challenge (2022–2026)

The 2022 cost-of-living crisis hit Costa hard. Customers traded down to Greggs (where coffee is £2.50), supermarket meal deals, and home brewing. UK same-store sales growth slowed to under 3 % in 2024. Pret a Manger's premium-but-fresh positioning won younger customers, while Caffè Nero captured the traditional Italian-coffee segment.

By 2025, Costa had responded with: a value range (Smart Saver coffees from £2.95), expanded plant-based options to retain younger customers, and a renewed Costa Club loyalty programme. The brand's challenge for 2026 is whether premium pricing can survive a third year of consumer caution.

Key facts & figures · 2025
Acquisition price
£3.9 bn
UK stores
~2,400
Express machines
~14,000
Avg UK latte
£3.95
Vs Greggs latte
+52 %
Founded
1971
Whitbread era
1995–2019
Coca-Cola owns
100 %

Figures are approximate and drawn from publicly reported industry estimates. For teaching purposes only.

TBS Education · Free for UK teachers
03 / 06
Worksheet

Costa vs. budget competitor — at a glance

Marketing elementCosta CoffeeBudget rival (e.g. Greggs)
Pricing strategyPremium — £3.95 latteCost leadership — £2.60 latte
Product positioningCoffee-first specialistBakery-first, coffee as add-on
Brand promiseItalian heritage, café experienceAffordable everyday treats
Place strategy2,400 high-street + Express2,500+ high street + drive-thru
PromotionCosta Club loyalty, brand campaignsSocial media virality, low-price messaging
Target customerCoffee-led, brand-conscious, repeatValue-conscious, occasion-driven

Worksheet questions

Q14 marksKnowledge

Define the term premium pricing and identify two costs a business may face when using a premium pricing strategy.

Q26 marksApplication

Using the case, analyse two ways in which Costa Coffee differentiates itself from budget competitors such as Greggs to justify its premium pricing.

Q39 marksAnalysis · AQA-style

Whitbread sold Costa Coffee to The Coca-Cola Company in 2019 for £3.9 billion — a 200-fold increase on the £19 million it paid in 1995. Analyse the strategic reasons that may have led Whitbread to sell Costa, and explain whether you believe this was the right decision for Whitbread's shareholders at the time.

Q416 marksEvaluation · Edexcel-style

"Costa Coffee should abandon premium pricing and reposition as a value brand to compete with Greggs and supermarket coffee."

Evaluate this view. Justify your judgement using both the case study and your knowledge of business theory. [18 minutes recommended]

TBS Education · Free for UK teachers
04 / 06
Indicative Mark Scheme

How to award marks

Use these as guidance — they mirror the levels-of-response style used by all three major UK boards. Top-band responses go beyond knowledge into application, analysis and reasoned judgement.

Q1 · 4 marks · Knowledge
3–4 marks
Clear definition of premium pricing (charging higher than market average to communicate quality, status or exclusivity) plus two clearly identified costs (e.g. lower volume, higher marketing spend, vulnerability to recession, exposure to substitute products).
1–2 marks
Partial definition or one cost identified.
Q2 · 6 marks · Application
5–6 marks
Two well-developed differentiation points applied directly to the case — e.g. store experience (sit-down, branded interior) vs Greggs' grab-and-go format; Italian heritage brand promise; the Costa Club ecosystem; coffee specialism vs bakery specialism. Each point linked to why customers will pay the £1.35 premium.
3–4 marks
Two points but limited application, or one point well-developed.
1–2 marks
Generic differentiation statements without case-specific application.
Q3 · 9 marks · Analysis
7–9 marks
Multiple strategic reasons identified and analysed: divestment of non-core asset, capital release for hotel-led strategy, peak valuation timing, recognition of growth ceiling for Costa within Whitbread. Reasoned judgement on whether shareholders gained — referencing the 200× return as a strong yes, balanced against loss of recurring profits.
4–6 marks
Some strategic reasons identified with partial analysis. Judgement attempted.
1–3 marks
Surface-level reasons (e.g. "they wanted money") without analysis.
Q4 · 16 marks · Evaluation
13–16 marks
Strong arguments both sides: for the move (cost-of-living, trade-down, growth in budget segment, Greggs' market cap overtake), against (brand equity loss, race-to-the-bottom risk, premium customer base loyal). Reasoned judgement: e.g. partial repositioning via Smart Saver range balances both, full pivot would destroy 50 years of brand equity. Top responses recognise that Coca-Cola's ownership likely vetoes a downmarket pivot.
9–12 marks
Both sides discussed with reasonable application. Judgement reached but with limited justification.
5–8 marks
Mostly one-sided argument or generic discussion. Limited use of the case.
1–4 marks
Knowledge-only response with little or no evaluation.
TBS Education · Free for UK teachers
05 / 06
Specification Mapping

What this case study covers

Mapped against the three main UK A-Level Business specifications. Suitable for Year 12 introduction to pricing strategy, or Year 13 synoptic revision linking marketing, finance and external influences.

Edexcel A-Level (9BS0)
  • 1.3.4Branding & promotion
  • 1.3.5Pricing strategies
  • 1.5.5USP & differentiation
  • 3.5Strategic positioning
  • 3.7Decision-making techniques
  • 4.1.5International trading
  • 4.4External influences
AQA A-Level (7132)
  • 3.3.3Marketing decisions
  • 3.3.4STP — segmentation
  • 3.5.4Strategic positioning
  • 3.6.2Mergers & takeovers
  • 3.10Globalisation
  • 3.10.2Macro-economic environment
OCR A-Level (H431)
  • 2.2Marketing mix
  • 2.3Branding & promotion
  • 5.1Strategic analysis
  • 5.2Strategic choice
  • 5.4International business
  • 5.5Mergers & acquisitions

Where to take this next

Lesson +1
Compare with Greggs
Run our Greggs case study back-to-back. Premium vs cost leadership — two valid strategies in the same market.
Lesson +2
Live cafe simulation
Use the TBS classroom simulation — students run their own cafe and choose premium or budget positioning live.
Lesson +3
Coca-Cola portfolio
Analyse Coca-Cola's wider portfolio strategy — using BCG matrix to position Costa among Coca-Cola's beverage brands.
Lesson +4
Cost-of-living essay
Macro-economic essay: how should premium consumer brands respond to a 3-year cost-of-living squeeze? Use Costa as evidence.
TBS Education · thebusiness.school
06 / 06