Is Dutch Bros Winning the Coffee Wars With Traffic, Not Pricing?

Key Takeaways BROS posted 5.7% same-shop sales growth in Q3 2025, led by a 4.7% rise in transactions.BROS drove traffic via Order Ahead at 13% of sales and Dutch Rewards, making up about 72% of transactions.BROS improved labor and throughput to handle long drive-thru lines, while food added morning visits.Dutch Bros Inc. (BROS) is increasingly standing out in the crowded coffee landscape by leaning on traffic growth rather than aggressive pricing. The company’s third-quarter 2025 results underscore a strate ...