Is Dutch Bros Winning the Coffee Wars With Traffic, Not Pricing? [Yahoo! Finance]
Dutch Bros Inc. (BROS)
Company Research
Source: Yahoo! Finance
The company's third-quarter 2025 results underscore a strategy centered on transactions, customer engagement and operational execution instead of pushing higher checks. In the quarter, system same-shop sales rose 5.7%, driven primarily by a robust 4.7% increase in transactions. Pricing contributed about two points, but that benefit was largely offset by mix, highlighting that volume, not price, is doing the heavy lifting. This makes Dutch Bros an outlier at a time when many restaurant peers rely on price hikes to sustain comps. Management attributed the traffic strength to several transaction-driving levers. Order Ahead reached 13% of sales mix, improving convenience and throughput, particularly in newer markets. Meanwhile, Dutch Rewards accounted for roughly 72% of system transactions, with increasingly segmented offers supporting frequency without excessive discounting. These tools are helping Dutch Bros capture visits across dayparts and resonate strongly with younger consumers
Show less
Read more
Impact Snapshot
Event Time:
BROS
Last Price
Price Change
Price Change%
Volume Shares
Max Up
Max Down
%
Volume Ratio
Performance Comparison
Updated
|
Event Day
Stock performance from the time of news release until the following 4pm ET market close
|
Last price at news event
|
Since Event
Multi-day stock performance from the time of the news release
|
|---|---|---|
|
EVENT DAY
Stock performance from the time of news release until the following 4pm ET market close
|
LAST
PRICE AT NEWS EVENT |
SINCE EVENT
Multi-day stock performance from the time of the news release
|
| Last Price | ||
| VWAP | ||
|
High:
|
Max Up |
High:
|
|
Low:
|
Max Down |
Low:
|
|
%
|
Post news range |
%
|
|
|
Price change |
|
|
|
Price Change Percentage |
|
|
|
S&P 500 (SPX) |
|
|
%
|
Volume ratio |
%
|
| Volume | ||
| Ticks | ||
|
|
Avg transaction size |
|
Don't Miss Out On The Next BIG Stock Move
Event day
Event Day Chart will not be displayed beyond 90-day period of the event
Performance since event
Time And Velocity Analysis
Be the first to know
Opt in for alerts from News Quantifed
Sign Up Today
Opt-in for
BROS alerts
Learn More With NQ
Reading the Impact Report
Help Me Understand This Data
Help Me Understand This Data
How NQ Works
What is news-based trading?
And why is it so successful?
And why is it so successful?
Movers & Shakers
The biggest gainers and losers and WHY it moved
BROS alerts
High impacting Dutch Bros Inc. news events
Weekly update
A roundup of the hottest topics
BROS
News
- Dutch Bros: Could This Fast-Growing Coffee Chain Be a Long-Term Winner?? [Yahoo! Finance]Yahoo! Finance
- Dutch Bros (NYSE:BROS) had its "overweight" rating reaffirmed by analysts at KeyCorp.MarketBeat
- 3 Reasons to Buy Dutch Bros Stock Like There's No Tomorrow [Yahoo! Finance]Yahoo! Finance
- Dutch Bros is tipped by Apptopia to extend its streak of topping sales expectations [Seeking Alpha]Seeking Alpha
- Assessing Dutch Bros (BROS) Valuation After Recent Share Price Momentum And Growth Expectations [Yahoo! Finance]Yahoo! Finance
BROS
Earnings
- 11/5/25 - Beat
BROS
Sec Filings
- 11/26/25 - Form 4
- 11/26/25 - Form 4
- 11/26/25 - Form 4
- BROS's page on the SEC website