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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產品與營收

產品營收佔比

營收結構 ($1.28B)

靜態數據（加載即時財務…）

Company-Operated Shops (82%)

Franchise Shops (18%)

業務部門構成與主要客戶

產品詳情

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.

供應鏈關係

競爭對手

Starbucks Corporation

Coffee drive-thru market

影響: major

宏觀與市場背景

소비재 (경기민감)行業新聞

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%

近期催化劑

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

AI 分析

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企業資訊

總部

Grants Pass, Oregon, USA

成立時間

1992

員工人數

23,000

官網

dutchbros.com

行業概況 — 소비재 (경기민감)

行業新聞