Approx. US locations
~1,200
US stores (company-operated and franchised shops), per Dutch Bros Inc. Q2 2026 results, as of the end of Q2 2026
Panel refresh
Daily
Signal type
Dwell-confirmed visits
How GSDSI covers Dutch Bros
Dutch Bros is a rapidly expanding drive-thru-focused coffee operator concentrated in the western US with new-unit development accelerating east. GSDSI's daily-refresh mobility panel captures dwell-confirmed visits to every Dutch Bros location, enabling same-store-visitation reads and new-unit cannibalization analysis that align with the metrics BROS management reports to the street.
Typical use cases
- Sell-side analysts modeling BROS comparable-store visitation
- New-unit cannibalization analysis across trade-area overlap
- Competitive visitation share vs. Starbucks in western metros
- Drive-thru queue-time inference via dwell-duration distributions
Underlying GSDSI products and research
Location & Mobility Data Feed: Foot Traffic, O-D
Daily location and mobility data with a US and Canada feed and country-specific coverage. Origin-destination flows, dwell and visit attribution, consent-based.
Enterprise POI Polygons & Geofencing Data Feed
Global POI inventory and geofence-ready polygons for foot-traffic and site selection. Deduped, polygon-quality validated, refreshed on a per-dataset schedule.
Alternative Data for Finance (Tickerized Signals)
Tickerized consumer signals for fundamental research and quant strategies. Foot-traffic, card, web-intent, and ACR mapped to public equity tickers. Quant-ready.
Competitive Benchmarking Data (Foot Traffic)
Foot traffic, market share, and transaction trends across retail, CPG, and restaurant categories. Track share-of-visit vs. competitors with daily-fresh data.
Alternative Data in Equity Research: Buyer Guide
A grounded look at where alternative data adds alpha and where it doesn’t, plus a buyer’s checklist for evaluating tickerized signal vendors before signing.
How CRE Investors Use Origin-Destination Data
Worked examples of how origin-destination mobility data sharpens site-selection underwriting, tenant-mix planning, and lease-negotiation decisions in CRE.