4 Reasons Favoring the Comeback in 2026

The contribution margin (Shop Contribution Margin) remains high at 27.8%
The average store revenue reaches new records at $2.05 million
Andreas Zehetner
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A. Zehetner
Reading Time: 1 minute

Dutch Bros (BROS) currently offers a favorable risk-reward ratio for a potential comeback in 2026. Last year, the already eliminated tariff risks were a burden, while high coffee prices due to droughts in Brazil and crop failures in Vietnam are expected to persist until the end of 2026. Nevertheless, there are several growth drivers: The loyalty program and the highly demanded mobile ordering function (accounting for 13%) ensure high customer satisfaction by reducing wait times during peak hours. The morning business only accounts for 33%...

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