Dutch Bros Inc. (BROS)

Drive-through coffee shops. Read October 2, 2026 from the annual report for the period ending December 31, 2025, filed February 13, 2026. Ranked 57 of the 60 Consumer Cyclical companies read so far, by the share within reach now.

The filing's excerpts state no employee count, so the headcount is not stated and the one pattern, drive-through coffee shops, rests on the business description (c).

The figures on this page come from the company's own annual report and from BLS staffing patterns for its industries, never from a roster. They are estimates with a stated method. Nothing here says what the company will do: within reach is not a forecast of jobs lost or of savings.

What follows from the reading

Share of working time within reach of AI, on the long-run pace at four in five: 10% now, 13% at the end of 2027, 13% at the end of 2028, 13% at the end of 2030. By the patterns, the work is about 13% desk work, 22% people work and 65% body work. These are the site's industry estimates weighted by the shares below: estimates with a stated method and range, not a forecast of what the company will do. By the same patterns, at the end of 2028 about 87% of the working time stays with people (conversation, in-person and hands-on work), 9% becomes checking a model's work and 4% could be handed over with lighter checks, from the industries' own figures, not the company's roles.

Headcount

Not stated in the filing. The filing states no count by country.

The workforce as industry patterns

What the filing says about the workforce: The collector's excerpts hold no employee count; the data service reads 32,000 from the annual report, which a pass with the full text should confirm.

Companies read with the same leading pattern

Other companies whose largest staffing pattern is also Restaurants and Other Eating Places, largest first, each read from its own annual report. Within reach now and at the end of 2028, long-run pace, four in five.

• Starbucks (SBUX, 381,000 employees)11% now, 14% by 2028
• Yum China Holdings, Inc. (YUMC, 290,000 employees)11% now, 14% by 2028
• Darden (DRI, 209,931 employees)10% now, 13% by 2028
• McDonald's Corporation (MCD, 150,000 employees)10% now, 13% by 2028
• Chipotle Mexican Grill, Inc. (CMG, 130,301 employees)11% now, 14% by 2028
• Texas Roadhouse, Inc. (TXRH, 101,000 employees)11% now, 14% by 2028
• Brinker International, Inc. (EAT, 85,003 employees)11% now, 14% by 2028
• Cracker Barrel Old Country Store (CBRL, 74,500 employees)11% now, 14% by 2028

What the filing says about AI

21 sentences in the filing name AI. The filing names AI among the technologies competitors with greater resources may use, and generative AI as a source of fictitious media content that could bring negative publicity; the first sentence counted is its glossary entry for the term.

• “TERM DEFINITION 2022 Credit Facility Has the meaning set forth in NOTE 9 - Debt to the consolidated financial statements, included elsewhere in this Form 10-K 2025 Credit Facility Has the meaning set forth in NOTE 9 - Debt to the consolidated financial statements, included elsewhere in this Form 10-K AI Artificial intelligence AOCI Accumulated Other Comprehensive Income ASU Accounting Standards...”
• “Some of our competitors have substantially greater financial and other resources to devote to innovation in products, technology, and market and consumer data analytics, including integration, use, or offering of new technologies, including artificial intelligence (AI).”
• “Negative publicity may adversely affect us, regardless of whether the allegations are substantiated or whether we are determined to be responsible, and it may be difficult to address negative publicity, including as a result of fictitious media content (such as content produced by generative AI technologies or bad actors).”
• “The risk of unauthorized circumvention of our security measures or those of the third parties with whom we work has been heightened by advances in computer and software capabilities and the increasing sophistication of actors who employ complex techniques, including, without limitation, "phishing" or social engineering incidents (including deep fakes, which are becoming increasingly difficult t...”
• “Additionally, Sensitive Information of the Company or our customers could be leaked, disclosed, or revealed as a result of or in connection with the use of generative AI technologies by our employees', personnel's, or third parties with whom we work.”

Its annual reports, year by year

Sentences naming AI in each annual report, counted by one rule, beside the median report in the Index that year. Each count links its filing. Every company, by year and sector

• Fiscal 20210median 0
• Fiscal 20220median 0
• Fiscal 20232median 1
• Fiscal 20247median 4
• Fiscal 202521median 10

Headcount by filing year

As reported in each year's annual report, with the filing. A year marked not read had no figure the reading could take from the report's text.

Limits of this reading

• Headcount not stated (rule 12): the collector's excerpts hold no employee count, its human capital section being the management discussion; a pass with the full 10-K text should state it.
• Employees at franchised shops are the franchisees' and are left out (rule 8).

Source: the company's annual report on EDGAR, accession 0001866581-26-000006, the filing. Read by Claude Fable 5.1 under rubric version 1, by the method. A company can write to info@stratussc.com to have its reading checked against its filing.