Dutch Bros Inc.

BROS

$45.74

-1.08%

N/A-$0.50

경기소비재

레스토랑

NYSE

활발히 거래 중

Dutch Bros Inc.는 자회사들과 함께 미국 전역에서 드라이브스루 매장을 운영하고 라이선스를 부여합니다. 회사의 사업 모델은 두 가지 주요 부문으로 나뉩니다: 직접 소유하고 ...

상류

Dutch Bros Coffee Roasting Facility (Grants Pass, OR)

R. Torre & Co. (Torani Syrups)

Regional Dairy Cooperatives (e.g., Dairy Farmers of America, Darigold, local dairies)

Rebel Energy Drink Contract Manufacturer (Co-packer)

Green Coffee Bean Suppliers (Global sourcing - Latin America, East Africa)

Packaging Suppliers (Cups, Lids, Sleeves, Straws, Napkins)

La Marzocco / Nuova Simonelli / Other Espresso Machine Manufacturers

Baked Goods & Food Suppliers

Dutch Bros Coffee Roasting Facility (Grants Pass, OR)

Internal coffee roasting and processing - green coffee beans roasted for all company and franchise shops

R. Torre & Co. (Torani Syrups)

Flavored syrup supplier for beverages (signature flavored drinks)

Regional Dairy Cooperatives (e.g., Dairy Farmers of America, Darigold, local dairies)

Unconfirmed

Milk, cream, half-and-half, and other dairy product suppliers

Rebel Energy Drink Contract Manufacturer (Co-packer)

Contract manufacturer for Dutch Bros proprietary 'Rebel' energy drink brand

Green Coffee Bean Suppliers (Global sourcing - Latin America, East Africa)

Raw green coffee bean importers and exporters supplying the Dutch Bros roasting facility

하류

생산물을 소화하는 고객, 유통사, OEM 및 판매 채널.

하류

Company-Operated Shop Customers (Direct B2C Retail Consumers)

Dutch Bros Franchisees (~250+ franchise locations)

Grocery & Retail Wholesale Accounts (Packaged Roasted Coffee)

Dutch Bros Merchandise Customers

Company-Operated Shop Customers (Direct B2C Retail Consumers)

Direct-to-consumer sales through company-owned drive-thru and walk-up locations (~70%+ of total stores) · 90.8%

Dutch Bros Franchisees (~250+ franchise locations)

Independent franchise operators paying royalties and purchasing supplies through Dutch Bros distribution network · 8.7%

Grocery & Retail Wholesale Accounts (Packaged Roasted Coffee)

Wholesale sales of Dutch Bros packaged coffee to grocery chains and online retail · 0.5%

Dutch Bros Merchandise Customers

Online and in-store sales of branded merchandise (apparel, accessories)

대체 기업

분석에서 대표로 사용하는 상장 비교 기업 및 모니터링 종목.

대체 기업

Restaurant Brands International Inc.

Wingstop Inc.

Starbucks Corporation

NASDAQ:SBUX

Direct peer and competitor in the specialty coffee QSR space. Starbucks' supply chain dynamics (coffee sourcing, dairy contracting, roasting operations, franchising/licensing) provide the closest comparable for understanding Dutch Bros' upstream/downstream structure.

Restaurant Brands International Inc.

NYSE:QSR

Franchise-heavy QSR operator (Tim Hortons, Burger King) with coffee-focused Tim Hortons brand. Provides a comparable franchise business model proxy and exposure to coffee/dairy supply chains.

Celsius Holdings Inc.

NASDAQ:CELH

Energy drink manufacturer. Dutch Bros' proprietary Rebel energy drink competes in this space. Celsius partnerships with distribution networks provide insight into energy drink supply chain dynamics relevant to Dutch Bros.

Chipotle Mexican Grill Inc.

NYSE:CMG

Company-operated QSR chain with vertically integrated supply chain (fresh ingredients, commissary model). Provides a comparable for company-operated QSR investment dynamics and fresh food supply chain risks.

Wingstop Inc.

NASDAQ:WING

High-growth franchise QSR model with company-operated and franchised locations. Franchise royalty fee structure and unit economics provide a comparable for the Dutch Bros franchise segment valuation.

지역

공급망을 왜곡할 수 있는 지역별 노출.

지역

Western United States (California, Oregon, Washington, Arizona)

Latin America (Colombia, Brazil, Central America)

Pacific Northwest / Oregon

Company-Operated Shop Customers (Direct B2C Retail Consumers)

Global Coffee Exporters (Latin America - Colombia, Brazil, Central America)

Dutch Bros Coffee Roasting Facility (Grants Pass, OR)

Western United States (California, Oregon, Washington, Arizona)

Company-operated store concentration, labor market exposure, dairy supply dependence

Company-Operated Shop Customers (Direct B2C Retail Consumers)Majority of Dutch Bros locations and revenue derived from western US markets

Latin America (Colombia, Brazil, Central America)

Green coffee bean sourcing exposure to climate, political, and logistics risks in origin countries

Global Coffee Exporters (Latin America - Colombia, Brazil, Central America)Primary source regions for green coffee beans used in Dutch Bros roasting

Pacific Northwest / Oregon

Concentration of single roasting facility and corporate HQ in Grants Pass, OR; single-region vulnerability

Dutch Bros Coffee Roasting Facility (Grants Pass, OR)Sole coffee roasting and production facility for entire chain

집중도

공급망을 왜곡할 수 있는 고객, 공급업체 또는 파트너 집중 노출.

Other

High

Geographic concentration risk - Dutch Bros is heavily concentrated in western US states (Oregon, California, Washington, Arizona, Texas, Colorado), with limited national diversification vs. competitors like Starbucks

Other

High

Input commodity price risk - Coffee and dairy prices are volatile and Dutch Bros does not fully hedge these inputs. Rising dairy costs directly impact margins on milk-heavy beverage menu

Other

High

Labor cost concentration - As a service business, labor represents a large cost component. Minimum wage increases in western states (California, Oregon) directly pressure margins

Other

Critical

Single roasting facility concentration - All coffee is roasted at the Grants Pass, OR facility. Any disruption (fire, natural disaster, logistics issue) would severely impact supply chain continuity

Other

Medium

Self-distribution dependency - Dutch Bros operates its own distribution network, creating operational leverage but also single-point-of-failure risk for logistics

매출 구성

대상 기업의 매출 구성이 공급망 영향력과 의존도로 이어지는 방식.

Company-Operated Shops

90.8%

$1.3B

Drives demand for coffee beans, dairy, syrups, cups/lids, equipment, and in-store supplies across all company locations. Highest priority segment for upstream mapping.

Franchising (Franchise Fees & Royalties)

8.7%

$0.1B

Franchisees are required to purchase supplies through Dutch Bros distribution, creating indirect upstream demand. Franchise growth drives wholesale volume for the internal supply chain.

Product & Service, Other (Merchandise, Wholesale Roasted Coffee, Other)

0.5%

$0.0B

Includes packaged coffee sales (grocery/online) and branded merchandise. Minimal upstream procurement impact relative to core business.

회사 소개개인정보 처리방침서비스 약관면책 조항종목 디렉터리ETF지수13F 보유 종목목표주가무료 도구기술 지도Slack 참여하기

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Dutch Bros Inc.

BROS 공급망

상류

Dutch Bros Coffee Roasting Facility (Grants Pass, OR)

R. Torre & Co. (Torani Syrups)

Regional Dairy Cooperatives (e.g., Dairy Farmers of America, Darigold, local dairies)

Rebel Energy Drink Contract Manufacturer (Co-packer)

Green Coffee Bean Suppliers (Global sourcing - Latin America, East Africa)

Packaging Suppliers (Cups, Lids, Sleeves, Straws, Napkins)

La Marzocco / Nuova Simonelli / Other Espresso Machine Manufacturers

Baked Goods & Food Suppliers

View More

하류

Company-Operated Shop Customers (Direct B2C Retail Consumers)

Dutch Bros Franchisees (~250+ franchise locations)

Grocery & Retail Wholesale Accounts (Packaged Roasted Coffee)

Dutch Bros Merchandise Customers

대체 기업

Starbucks Corporation

Restaurant Brands International Inc.

Celsius Holdings Inc.

Chipotle Mexican Grill Inc.

Wingstop Inc.

지역

Western United States (California, Oregon, Washington, Arizona)

Latin America (Colombia, Brazil, Central America)

Pacific Northwest / Oregon

BROS 공급망

상류

Dutch Bros Coffee Roasting Facility (Grants Pass, OR)

R. Torre & Co. (Torani Syrups)

Regional Dairy Cooperatives (e.g., Dairy Farmers of America, Darigold, local dairies)

Rebel Energy Drink Contract Manufacturer (Co-packer)

Green Coffee Bean Suppliers (Global sourcing - Latin America, East Africa)

Packaging Suppliers (Cups, Lids, Sleeves, Straws, Napkins)

La Marzocco / Nuova Simonelli / Other Espresso Machine Manufacturers

Baked Goods & Food Suppliers

View More

하류

Company-Operated Shop Customers (Direct B2C Retail Consumers)

Dutch Bros Franchisees (~250+ franchise locations)

Grocery & Retail Wholesale Accounts (Packaged Roasted Coffee)

Dutch Bros Merchandise Customers

대체 기업

Starbucks Corporation

Restaurant Brands International Inc.

Celsius Holdings Inc.

Chipotle Mexican Grill Inc.

Wingstop Inc.

지역

Western United States (California, Oregon, Washington, Arizona)

Latin America (Colombia, Brazil, Central America)

Pacific Northwest / Oregon