Dutch Bros第三季度营收增长29.8%至5.5亿美元：新开48家门店，2027年计划开店约250家
坦佩——总部位于亚利桑那州 Tempe 的得来速咖啡连锁 Dutch Bros 11月4日公布2026年第三季度业绩：总营收5.498亿美元，同比增长29.8%（上年同期4.236亿美元）；净利润3,720万美元，上年同期为2,730万美元；摊薄每股收益0.20美元，调整后每股收益0.25美元；调整后 EBITDA 1.011亿美元，增长29.6%。
同店销售方面，自营门店同店销售额增长5.4%，其中客流增长1.0%；全系统同店销售额增长4.4%，为连续第14个季度实现同店销售正增长。第三季度公司新开48家门店，其中42家为自营，系统门店总数达1,273家；公司还在7月27日完成了对 Phoenix 东谷32家加盟店的回购。
指引方面，Dutch Bros 预计2026年全年营收至少21亿美元，全年同店销售增长至少5%，调整后 EBITDA 约3.8亿美元，资本开支3.7亿至3.9亿美元；公司提出2027年全系统开店约250家的加速目标。（来源：Dutch Bros）
Dutch Bros Third-Quarter Revenue Climbs 29.8% to $549.8 Million: 48 New Shops Opened, About 250 Planned for 2027
Tempe — Dutch Bros Inc., the Tempe, Arizona-based drive-through coffee chain, on November 4 reported third-quarter 2026 results: total revenues grew 29.8% to $549.8 million, from $423.6 million a year earlier; net income was $37.2 million, versus $27.3 million; diluted earnings per share were $0.20 and adjusted earnings per share were $0.25; and adjusted EBITDA rose 29.6% to $101.1 million.
Company-operated same-shop sales increased 5.4%, including a 1.0% increase in customer visits, while systemwide same-shop sales rose 4.4%, the company's 14th consecutive quarter of positive same-shop sales growth. Dutch Bros opened 48 new shops in the quarter, 42 of them company-operated, bringing the system total to 1,273 shops; it also completed the reacquisition of 32 franchise locations in Phoenix's East Valley on July 27.
For 2026, the company projects total revenues of at least $2.1 billion, same-shop sales growth of at least 5%, adjusted EBITDA of approximately $380 million and capital expenditures of $370 million to $390 million. Dutch Bros also announced an accelerated 2027 system shop opening goal of about 250 shops. (Source: Dutch Bros)
来源：Dutch Bros
发布：GSM·美国（发布链接）
图片来源：图：Dutch Bros 位于俄勒冈州 Eugene 的一家门店。Rick Obst 摄，CC BY 4.0，经 Wikimedia Commons。 / Photo: A Dutch Bros shop in Eugene, Oregon. By Rick Obst, CC BY 4.0, via Wikimedia Commons.
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