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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产品与营收

产品营收占比

营收构成 ($1.28B)

静态数据（加载实时财务…）

Company-Operated Shops (82%)

Franchise Shops (18%)

业务板块构成与主要客户

产品详情

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.

供应链关系

竞争对手

Starbucks Corporation

Coffee drive-thru market

影响: major

宏观与市场背景

소비재 (경기민감)行业新闻

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%

近期催化剂

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

AI 分析

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企业信息

总部

Grants Pass, Oregon, USA

成立时间

1992

员工人数

23,000

官网

dutchbros.com

行业概况 — 소비재 (경기민감)

行业新闻