Analysts on Wall Street project that Dutch Bros (BROS) will announce quarterly earnings of $0.10 per share in its forthcoming report, representing an increase of 42.9% year over year. Revenues are projected to reach $426.77 million, increasing 24.5% from the same quarter last year.The current level reflects a downward revision of 7.7% in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively reappraised their initial projecti ...

Core Insights - Starbucks holds a $110 billion market cap and reported revenue of $9.9 billion in Q1 of fiscal 2026, but its shares are trading 23% below their peak as of February 4 [1] - Dutch Bros is emerging as a strong competitor, generating nearly 75% of its revenue after 10 a.m., unlike leading chains that see half of their sales during that time [5][6] - Dutch Bros has achieved 12 consecutive quarters of same-store sales growth, contrasting with Starbucks' six straight quarters of declines prior to a recent growth report [8] Company Performance - Starbucks' same-store sales are projected to rise by 3% in fiscal 2026, indicating a potential recovery [9] - Dutch Bros aims for an average annual unit volume of $1.8 million, supported by its unique sales distribution throughout the day [6] Expansion Potential - Dutch Bros has a market cap of $9 billion and had 1,081 locations as of September 30, 2025, indicating significant room for growth [10] - The company believes there is potential for 7,000 stores in the U.S., particularly in the eastern and northern regions, which could lead to substantial revenue and earnings growth [11]

Investors with an interest in Retail - Restaurants stocks have likely encountered both Compass Group PLC (CMPGY) and Dutch Bros (BROS) . But which of these two stocks offers value investors a better bang for their buck right now? We'll need to take a closer look.Everyone has their own methods for finding great value opportunities, but our model includes pairing an impressive grade in the Value category of our Style Scores system with a strong Zacks Rank. The proven Zacks Rank puts an emphasis on earnings es ...

Core Viewpoint - Dutch Bros (BROS) has experienced a significant decline in stock performance recently, with a return of -16.9% over the past month, contrasting with the S&P 500's -1.5% and the Zacks Retail - Restaurants industry's gain of 8.6% [2] Earnings Estimates - Dutch Bros is projected to report earnings of $0.10 per share for the current quarter, reflecting a year-over-year increase of +42.9%, although the Zacks Consensus Estimate has decreased by -7.7% over the last 30 days [5] - The consensus earnings estimate for the current fiscal year stands at $0.68, indicating a year-over-year change of +38.8%, with a slight decrease of -1.9% in the estimate over the past month [5] - For the next fiscal year, the consensus earnings estimate is $0.86, representing a +26.5% change from the previous year, with a -2.3% adjustment in the estimate over the last month [6] Revenue Growth - The consensus sales estimate for the current quarter is $426.47 million, indicating a year-over-year increase of +24.4% [11] - For the current fiscal year, the revenue estimate is $1.62 billion, reflecting a +26.5% change, while the next fiscal year's estimate is $2.03 billion, indicating a +25.2% change [11] Recent Performance - In the last reported quarter, Dutch Bros achieved revenues of $423.58 million, a year-over-year increase of +25.2%, and an EPS of $0.19 compared to $0.16 a year ago [12] - The company exceeded the Zacks Consensus Estimate for revenues by +3.03% and for EPS by +11.76% [12] - Dutch Bros has consistently beaten consensus EPS and revenue estimates in the last four quarters [13] Valuation - Dutch Bros is currently graded F in the Zacks Value Style Score, indicating it is trading at a premium compared to its peers [17] - The assessment of valuation multiples such as P/E, P/S, and P/CF is crucial for determining whether the stock is overvalued, fairly valued, or undervalued [15]

Dutch Bros Inc. (NYSE:BROS) is one of the stocks that should double by 2030. On January 20, Morgan Stanley lowered the firm’s price target on Dutch Bros to $82 from $84 while keeping an Overweight rating. This decision was made as part of the firm’s 2026 outlook note on its restaurants and foodservice distributors coverage. On January 14, TD Cowen approved of Dutch Bros’ acquisition of Clutch Coffee. The transaction allowed Dutch Bros to increase its Southeast presence and speed up regional expansion. Th ...

Shares of Dutch Bros (NYSE: BROS) stock dropped 11% in January, according to data provided by S&P Global Market Intelligence. There wasn't any news specific to the coffee shop company, but the stock has been sliding over the past few months as the market worries about the strength of the U.S. consumer. Image source: Dutch Bros. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » Great cof ...

Core Insights - Immersion Investment Partners achieved a net return of 4.9% in Q4 2025, outperforming the Russell 2000 Index's return of 2.2% and the Russell Microcap Index's gain of 6.3% [1] - The yearly return for Immersion Investment Partners was 45.4%, significantly higher than the Russell 2000 Index's 12.8% and the Russell Microcap Index's 23.0% [1] - The firm expressed concerns about energy demands and unclear monetization paths in the context of massive investments in AI, indicating potential investment opportunities for companies with innovative business models [1] Company Focus: Dutch Bros Inc. - Dutch Bros Inc. (NYSE:BROS) is highlighted as a top holding for Immersion Investment Partners, with a market capitalization of $8.804 billion [2] - The stock closed at $53.49 per share on February 3, 2026, but has seen a decline of -15.38% in the past month and -18.58% over the past twelve months [2] - Immersion Investment Partners views Dutch Bros as a compelling restaurant asset with favorable long-term trends, comparing it to successful brands like Wingstop and Domino's, while noting its early growth stage and cult-like following similar to Chick-fil-A and In-N-Out Burgers [3]

Chewy - Chewy is an e-commerce pet retailer with a recession-resistant business model, currently valued at a forward P/E multiple of 18.5 times fiscal 2026 estimates [2] - The company has a market capitalization of $11 billion, with a current stock price of $27.09, and has seen a revenue increase of over 8.5% in the first nine months of its fiscal year [3][4] - More than 80% of Chewy's sales come from auto-ship customers, contributing to its stable business model [4] - Chewy is experiencing gross margin expansion through high-margin sponsored ads, a new paid membership program, and higher-margin private label brands, which can have gross margins up to 700 basis points higher than national brands [5] Dutch Bros - Dutch Bros is a rapidly growing coffee chain with a market capitalization of $6.8 billion and a current stock price of $53.49, benefiting from strong same-store sales growth of 5.7% in its third quarter [6][7] - The company is introducing hot food items, which have shown a 4% lift in comparable-store sales during early pilots, and plans to roll these out to about 75% of its locations [7] - Dutch Bros aims to expand from fewer than 1,100 locations to 2,029 by 2029, with a potential to support around 7,000 locations across the U.S., fully funding its expansion through free cash flow [8]

Core Insights - Dutch Bros Inc. is leveraging customer loyalty through its Dutch Rewards program, which is a key driver for transaction growth and repeat visits [1][5] - The company reported revenues of $424 million in Q3 2025, marking a 25% year-over-year increase, with same-store sales up 5.7% [2][7] - Dutch Rewards accounted for approximately 72% of system transactions in Q3 2025, indicating a significant rise from the previous year [3][7] Financial Performance - In Q3 2025, Dutch Bros achieved a revenue of $424 million, reflecting a 25% increase year-over-year, with system same-store sales rising by 5.7% [2][7] - The company has experienced five consecutive quarters of transaction growth, demonstrating consistent customer demand [2] - The Zacks Consensus Estimate for Dutch Bros' 2026 earnings per share has decreased to 86 cents, with a projected 29.8% rise in earnings for that year [12] Loyalty and Engagement Strategies - Dutch Rewards has shifted towards more segmented and targeted offers, enhancing customer engagement without relying on broad discounts [3] - The Order Ahead feature accounted for 13% of transactions in Q3 2025, improving convenience and supporting loyalty growth [4][7] - The loyalty program provides deeper insights into customer behavior, allowing for more precise marketing outreach [3] Market Position and Valuation - Dutch Bros shares have gained 1.1% over the past three months, underperforming compared to the industry average increase of 8.7% [6] - The forward price-to-sales (P/S) multiple for Dutch Bros is 4.43, which is above the industry average of 3.59 [9] - Competitors like Starbucks and Chipotle have lower P/S multiples of 2.67 and 0.96, respectively [9]

We recently published an article titled 10 High Growth Food Stocks To Buy.  On January 26, Citi initiated coverage of Dutch Bros Inc. (NYSE:BROS) with a Buy rating and an $82 price target. The firm highlighted the company’s proven ability to scale across the U.S. and noted that, beyond a multi-year brand awareness tailwind, additional same-store sales drivers are expected to support the investment thesis over the next 12 to 24 months. Citi added that Dutch Bros’ on-trend concept is well-positioned to gain ...