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Dutch Bros Inc.

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Dutch Bros is the fastest-growing US coffee chain, with 900+ drive-thru-only locations concentrated in the West/Sun Belt, known for culture-driven service and a rapidly growing loyalty program.

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Products & Revenue

Product Revenue Share

Revenue Breakdown ($1.28B)

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Company-Operated Shops (82%)
Franchise Shops (18%)

Segment Breakdown & Key Customers

Product Details

Drive-Thru Coffee & Energy Drinks88%

Espresso drinks, specialty lemonades, freezes, and Dutch Bros exclusive energy drink — optimized for high-speed drive-thru.

Dutch Rewards App8%

Loyalty program with 7M+ active members driving personalization, frequency, and digital ordering.

Merchandise & Other4%

Branded merchandise and other revenue streams.

Supply Chain Relationships

Competitors

Starbucks Corporation

Coffee drive-thru market

Impact: major

Macro & Market Context

소비재 (경기민감)Sector News

프리미엄 vs 가성비 양극화 — 고소득 소비 견조, 중간층 압박 심화

미국 소매판매 증감 (MoM)

+0.4%

소비자신뢰지수 (Conference)

98.3

명품 시장 성장률 (글로벌)

+6% YoY

전자상거래 침투율

22%

Upcoming Catalysts

◆Amazon·Tesla Q1 실적 (2026.04~05)◆중국 5.4월 소매판매 데이터◆미국 4월 CPI·PCE 발표

Latest News

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AI Analysis

Click "Get AI Analysis" for an AI-powered supply chain analysis of Dutch Bros Inc..

Company Info

Headquarters

Grants Pass, Oregon, USA

Founded

1992

Employees

23,000

Sector Overview — 소비재 (경기민감)

Sector News

프리미엄 vs 가성비 양극화 — 고소득 소비 견조, 중간층 압박 심화

미국 소매판매 증감 (MoM)

+0.4%

소비자신뢰지수 (Conference)

98.3

명품 시장 성장률 (글로벌)

+6% YoY

전자상거래 침투율

22%

Key Themes

  • •소비 양극화 — Amazon/LVMH 프리미엄 수요 vs Dollar General 가성비
  • •AI 개인화 추천 → 전환율 개선 — AMZN·JD 수혜
  • •중국 소비 회복 기대감 — LVMH·RMS 매출 반등 베팅

Upcoming Catalysts

  • ◆Amazon·Tesla Q1 실적 (2026.04~05)
  • ◆중국 5.4월 소매판매 데이터