Dutch Bros Inc.

BROSleader

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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製品と売上

製品別売上シェア

売上内訳 ($1.28B)

静的データ（リアルタイム財務ロード中…）

Company-Operated Shops (82%)

Franchise Shops (18%)

セグメント構成と主要顧客

製品詳細

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.

サプライチェーン関係

競合他社

Starbucks Corporation

Coffee drive-thru market

影響: major

マクロ・市場概況

소비재 (경기민감)セクターニュース

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%

次の主要イベント

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

AI分析

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企業情報

本社所在地

Grants Pass, Oregon, USA

設立

1992

従業員数

23,000

ウェブサイト

dutchbros.com

セクター概況 — 소비재 (경기민감)

セクターニュース