McDonald’s, Dunkin’, Starbucks, Dutch Bros launch new drinks

If it looks like there are quite a lot of new drinks on restaurant menus, it is as a result of there are.

Pushed by youthful customers who crave personalized, chilly drinks, chains from Dunkin’ to Dutch Bros, Starbucks and McDonald’s are answering the decision.

The variety of drinks supplied by the highest 500 chains has elevated by greater than 9% within the final yr, in line with Technomic’s 2025 Away-From-Dwelling Beverage Navigator Report. Corporations have leaned much more into chilly drinks. Choices like specialty coffees and power drinks have seen essentially the most progress on menus over the previous two years, as scorching espresso and tea drinks on menus decline, the market researcher reported in July.

What’s extra, customers are more and more heading to a series merely to get an iced espresso or soda. Final yr, the first driver for beverage gross sales was “getting a pick-me-up,” as 22% mentioned that was their commonest purpose for going, up from 20% in 2023, the information discovered. In the meantime, 20% mentioned they purchased a beverage to “wash down meals.” The 2 events for a purchase order switched locations from the earlier yr.

“This shift suggests that buyers could also be transferring towards extra beverage-specific events, the place drinks are the primary driver of the foodservice buy relatively than an add-on to go alongside meals. This aligns with the inflow of beverage-forward ideas in recent times,” the report mentioned.

Larger drink gross sales are key for main gamers as they search to reverse slumps in a troublesome client surroundings. McDonald’s U.S. eating places noticed same-store gross sales progress of 2.5% in its second fiscal quarter, reversing two straight quarters of home declines because it leaned into buzzy partnerships and worth choices. However executives cautioned low-income customers stay challenged. Whereas Starbucks additionally noticed higher than anticipated U.S. gross sales, they nonetheless fell 2% from the prior-year interval.

Attempting to capitalize on the need for buzzy new drinks will deliver its personal challenges. Technomic forecasts beverage quantity will develop 1% by 2029, however the group mentioned it is going to seemingly revise that outlook decrease. Clients are additionally extra worth delicate, with 61% of customers who mentioned they observed worth hikes saying they order drinks much less typically.

The success of many new beverage traces will hinge on Gen Z customers, who’ve flocked to personalized and sugary drinks.

Dunkin’ noticed its colourful and candy Refreshers platform hit new report highs in the latest quarter, with unit gross sales up greater than 30% year-on-year. It is going to launch its fall menu later this week and lean additional into what Gen Z customers are searching for.

The rollout will characteristic an growth of pop star Sabrina Carpenter’s Daydream Refresher lineup into Mango and Blended Berry, together with a Cereal N’ Milk Latte, that includes a mix of espresso and actual cereal milk that delivers a “nostalgic marshmallow cereal taste.”

The curation of drinks is vital for patrons — and Gen Z customers particularly, Dunkin’ Chief Advertising and marketing Officer Jill Nelson instructed CNBC. It has to really feel distinctive and particular on this surroundings.

“On the product aspect, it is overwhelmingly about chilly drinks, customization and daring taste,” Nelson mentioned.

“After which on the promotion aspect … once we take into consideration Gen Z, this can be a technology that grew up on sneaker drops and tales that disappear in 24 hours. So it is all about how do you create new information and attention-grabbing taste combos that you may’t actually recreate simply at dwelling and really feel such as you’re within the know if you go to the drive by and organize them,” she mentioned, including that the corporate prioritizes velocity and accuracy as clients ask for extra customization.

The competitors will warmth up subsequent month as McDonald’s enters the beverage class in a extra significant method. On Sept. 2, McDonald’s will launch an expanded market check in 500 eating places throughout Wisconsin and Colorado of latest drinks that embrace a “Creamy Vanilla Chilly Brew” and “Toasted Vanilla Frappe.”

As well as, the quick meals big will roll out “soiled sodas” and Strawberry Watermelon Refreshers, geared toward Gen Z customers. McDonald’s created the lineup with learnings from its now-shuttered CosMc’s idea, which leaned closely into personalized drinks.

“We’re seeing actual momentum in drinks, with extra individuals – particularly our Gen Z followers – turning to chilly, flavorful drinks as a go-to deal with,” mentioned McDonald’s USA Chief Buyer Expertise and Advertising and marketing Officer Alyssa Buetikofer in a launch.

On McDonald’s most up-to-date earnings name, CEO Chris Kempczinski mentioned drinks current a “large alternative” for the model.

“It is rising and it is extra worthwhile than meals. So, there’s quite a lot of issues to love, which is why us in addition to, I feel, just a few of our opponents are additionally enthusiastic about this,” Kempczinski instructed analysts. He added that whereas there are worth choices within the beverage house, you may get quite a lot of “full margin merchandise” that franchisees wouldn’t need to low cost.  

The brand new beverage choices transcend the candy and daring. Chains additionally intention to win customers by tapping into well being tendencies.

As Starbucks continues its “Again to Starbucks” turnaround plans below CEO Brian Niccol, it’s making extra adjustments to the menu, together with a late fourth-quarter launch of protein chilly foam. On the corporate’s latest earnings name with analysts, Niccol mentioned the merchandise “faucets into what has develop into one in every of our hottest modifiers, chilly foam, which grew 23% yr over yr.”

“Protein Chilly Foam with no added sugar is a straightforward method so as to add 15 grams of protein to nearly any chilly beverage. And clients may also add the flavour of their alternative,” he mentioned.

The espresso big mentioned it is seeing will increase in satisfaction amongst youthful customers. Niccol instructed analysts buyer worth perceptions had been close to two-year highs in its most up-to-date quarter, pushed by good points amongst Gen Z and millennials, who make up over half of its buyer base.

It is betting that innovation, coupled with higher customer support below its new “Inexperienced Apron Service” technique, will assist to spice up enterprise.

Espresso chain Dutch Bros has leaned into a few of these beverage tendencies to drive robust progress. The chain has been a standout inventory performer — up over 22% year-to-date — and noticed its same-store gross sales improve greater than 6% in the latest quarter.

CEO Christine Barone mentioned protein milk that launched in 2024 has boosted enterprise. However extra broadly, distinctive and stunning toppings and choices are a strategy to interact in a troublesome aggressive panorama, she added.

“I feel the important thing with innovation is to actually perceive when one thing is likely to be able to pop, or one thing is likely to be of excessive curiosity, after which be capable to transfer actually quick to execute on it properly,” Barone instructed CNBC.

— CNBC’s Drew Troast contributed to this report