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Dutch Bros Brews Up Expansion Plans, Defying Consumer Jitters
16 Nov
Summary
- Dutch Bros expanding nationally, plans 2,029 stores by 2029
- Strong same-store sales growth, driven by new drinks and mobile ordering
- Opportunity to boost sales with new hot food items

As of November 16th, 2025, while growth stocks have been leading the market higher this year, not all consumer-focused companies are trading at near all-time highs. Investors appear to be nervous about the state of the consumer and the economy. However, one coffee chain, Dutch Bros, has been performing well operationally and has a long runway of growth still ahead.
Dutch Bros, a regional coffee shop operator, has been expanding nationally and is known for its sweet, over-the-top drink concoctions and proprietary Rebel energy drinks. The company has consistently delivered mid-single-digit comparable store sales, including a 5.7% increase in the third quarter of 2025. Company-owned stores performed even better, up 7.4%, as transactions increased 6.8%. This growth has been driven by new drink introductions and the popularity of order-ahead mobile ordering.




