Key Takeaways BROS stock fell 25.9% in a month, underperforming the sector and broader market gains.Rising coffee costs, waning pricing benefits, and preopening expenses are pressuring margins.Loyalty gains, mobile ordering, and a food pilot program are likely to support Dutch Bros' growth.Shares of Dutch Bros Inc. (BROS) have declined 25.9% in the past month compared with the Zacks Retail – Restaurants industry’s 3.5% decline. Over the same timeframe, the stock has underperformed the Zacks Retail-Wholesale ...

Core Viewpoint - Despite market volatility due to rising hostilities in the Middle East, it remains a favorable time to invest in growth stocks for the long term [1] Group 1: Company Highlights - **Nvidia**: Dominates the GPU market with a 92% share, driven by AI infrastructure demand and its CUDA software program [2] - **Broadcom**: Sees strong growth in networking and custom AI chip development, with a projected market opportunity of $60 billion to $90 billion by fiscal 2027 [4] - **Taiwan Semiconductor Manufacturing**: Leading contract semiconductor manufacturer benefiting from increased AI infrastructure spending and chip consumption [5][6] - **Palantir Technologies**: Gaining traction in the U.S. commercial sector with its AI platform, which organizes data for real-world applications [7] - **Alphabet**: Strong growth in cloud computing and AI-powered search, leveraging its distribution and ad network advantages [9] - **Amazon**: Market leader in e-commerce and cloud computing, heavily investing in AI to enhance efficiency and profitability [11] - **Pinterest**: Transforming its platform with engaging features and AI tools, leading to user growth and better monetization [12] - **Philip Morris International**: Growth driven by smokeless products with better unit economics, showing resilience in international markets [14] - **Dutch Bros**: Strong same-store sales growth with expansion opportunities through mobile ordering and menu diversification [16] - **e.l.f. Beauty**: Rapidly growing in the mass-market cosmetic space, recently acquiring Hailey Bieber's Rhode brand for further growth potential [17]