Excellent article on Dutch Bros published by QSR Magazine on 12/19/2025:
Dutch Bros Shows No Signs of Slowdown as 2026 Arrives
The surging beverage brand could outperform its own expectations this coming year.
“Dutch Bros finds itself once again on the target list of year-ahead investor picks.
The drive-thru coffee chain, compared to restaurant peers, didn’t seem overly fazed by macro setbacks in 2025. CEO Christine Barone in Q3 noted the brand was performing in a category of its own, which was difficult to argue. Its same-store sales climbed 5.7 percent (8.4 percent two-year stack) fueled by 4.7 percent transactions (5.5 percent two-year), representing the fifth straight quarter of positive traffic during a time when flat feels like a win for most.
This was even more pronounced at company-operated shops, where comps hiked 7.4 percent (11.4 percent two-year), with traffic up 6.8 percent (9.2 percent two-year).
Also, systemwide AUV rose to $2.081 million. That was $2.004 in the year-ago period and $1.950 million the year before that.
And regarding expansion, Dutch Bros exited Q3 with 1,081 locations after debuting 38. It expanded into six new states as Q4 arrived to get to 24 nationwide. Next year, it plans to open 175 restaurants, which would set a company record…..”
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