企業を読み込み中
Just reported
Q3 2026 results
From Dutch Bros's results release of 2026年11月4日; its quarterly report has since been filed.
Revenue
Actual
$549.8M
+30% y/y
-0.2% q/qGuided
—
No guide given
EPS, GAAP
Actual
$0.20
+43% y/y
-29% q/qGuided
—
No guide given
Operating income, GAAP
Actual
$52.8M
+27% y/y
-25% q/qGuided
—
No guide given
Set against the company's own guidance and the same quarter a year earlier, not analysts' estimates, which we do not hold. Adjusted figures are the company's own non-GAAP measures, as stated in the release.
Keep exploring
The themes Dutch Bros is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.
The themes it is part of
Highest-graded in Restaurants
Graded A or B and worth $2B or more: A first, then the largest.
CMGChipotle Mexican Grill, Inc.$46.3BA+
YUMCYum China Holdings, Inc.$16.5BA
TXRHTexas Roadhouse, Inc.$12.4BA
DPZDomino’s Pizza, Inc.$10.8BA+
CAKEThe Cheesecake Factory Incorporated$5.5BA
Grade rose recently in Consumer Discretionary
Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.
TMToyota Motor Corp.2026年8月4日BAGraded B, now A
RCLRoyal Caribbean Cruises Ltd.2026年10月27日FBGraded F, now B
AZOAutoZone, Inc.2026年10月26日CBGraded C, now B
SWSmurfit Westrock plc2026年10月28日CBGraded C, now B
HSAIHesai Group2026年11月10日CBGraded C, now B
どうやって稼いでいるか
- Sales at company-operated shops93%
- Franchising and other8%
売上構成比はsix months ended June 30, 2026の推計であり、提出された報告書の数字ではありません。
競合
何を売っているか6
Specialty coffee beverages
Customizable coffee drinks, including espresso drinks and cold brew.
Dutch Bros Rebel
The company’s energy drink, served with custom flavors and other additions.
Myst Energy Refresher
An energy-based refresher drink.
さらに3件を表示
Tea, lemonade and soda
Caffeinated and caffeine-free drinks served at its shops.
Smoothies
Blended fruit-based drinks.
Food
A selection of food sold alongside drinks.
誰が買っているか2
- Individuals buying drinks and food at company-operated shops, through drive-through or walk-up windows, or by ordering ahead in the app.
- Franchise partners, who pay royalties and marketing fees and buy products for their shops.
何に支えられ、何に崩されうるか
事業が頼っているもの
- 1Coffee supply depends on third-party importers and exporters and coffee beans sourced from Central and South America.
- 2Shop operations depend on enough trained employees; wage increases can raise operating costs.
- 3Franchise revenue and the customer experience at franchise shops depend partly on franchise partners’ operations.
- 4Shops are concentrated in the Western United States, exposing the business to conditions that affect that region.
うまくいかなくなる可能性
- 1Changes in customer tastes or discretionary spending, and competition from coffee chains, local shops, drive-through beverage chains and convenience stores, could reduce sales.
- 2Interruptions or higher costs for coffee, dairy, syrups, packaging or other supplies could affect the ability to serve drinks and the cost of doing so.
- 3Expansion depends on staffing shops and running new locations successfully; labor shortages and wage increases can raise costs, and new shops may not become profitable.
Dutch Bros Inc.について
Dutch Bros runs its own beverage shops and licenses franchise partners to run others. Its shops make customized coffee drinks, energy drinks, teas, lemonades and other beverages, with some food options. Customers can order at a shop window or ahead through the Dutch Rewards app.
- 本社
- Tempe, Arizona
- 設立
- 1992
- 従業員数
- Approximately 23,000 (December 31, 2025, medium)
- 上場市場
- New York Stock Exchange
- 決算期
- December 31
Dutch Bros Inc. 自身が米国証券取引委員会（SEC）に提出した書類にもとづきます。数字は報告されたままで、1 株当たりの履歴は今日の株数基準に修正済みです。 これは事業の説明です——投資助言ではなく、売買を勧めるものでもありません。
