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Dutch Bros Is Down 18% in 2026, But Its Loyalty Program and Unit Economics Still Look Strong

Apr 07, 2026 13:50 UTC

Key PointsDutch Bros' loyalty program accounted for 72% of all transactions in 2025 -- a healthy sign..

  • April 07, 2026 — 09:50 am EDT Written byCatie HoganforThe Motley Fool-> Dutch Bros' loyalty program accounted for 72% of all transactions in 2025 -- a healthy sign
  • The coffee chain is targeting 181 new stores in 2026 with total revenue reaching $2 billion
  • The coffee is hot, butDutch Bros(NYSE: BROS)stock has cooled in 2026

April 07, 2026 — 09:50 am EDT Written byCatie HoganforThe Motley Fool-> Dutch Bros' loyalty program accounted for 72% of all transactions in 2025 -- a healthy sign. The coffee chain is targeting 181 new stores in 2026 with total revenue reaching $2 billion. The coffee is hot, butDutch Bros(NYSE: BROS)stock has cooled in 2026. Shares of the Oregon-baseddrive-thru coffee chainhave slid more than 17% since the start of the year, but the company's fundamentals tell a strong growth story. The pullback in stock price could be a compelling entry point for long-term investors. In 2025, the business op

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