I think they are a very long ways away from disrupting something like Starbucks. We're talking 37,000+ chains for Starbucks while Dutch Bros is around 750~. In addition to this, Dutch Bros looks to be focusing more on a niche level of drinks, for example energy drinks, while Starbucks is a more traditional latte/coffee store with a wider food menu.
I believe these two companies can co-exist alongside each other because the products are so different.
That said, at this point in time Dutch Bros is operating a bit better than Starbucks. This may be due to Starbucks global scale as well, as the much bigger and larger brand, it is currently facing some headwinds when it comes to average ticket price and total transactions.
I think the reason why Dutch has done so well as of late is the company has kind of slowed down their "expansion at any cost" situation and has instead focused on improving company operations. The company says it has plans to expand further into different states, but that it will take a while.
It is an interesting company no doubt. Not one that I think poses any risks to Starbucks unless it expands its overall menu and strategy, but what they're doing with what they offer right now is working, and it doesn't really interfere with too many of Starbucks products. Dutch Bro's focusing on sugary, high calorie caffeinated drinks and while Starbucks does have some of those, their broader base of traditional coffee drinks is going to be the suite of products that caters to the widest audience.