Loading...

BROS: Ongoing Store Expansion Will Sustain Industry-Leading Traffic Momentum Through 2026

Published
29 Aug 24
Updated
30 Oct 25
n/a
n/a
AnalystConsensusTarget's Fair Value
n/a
Loading
1Y
13.2%
7D
-3.8%

Author's Valuation

US$78.0631.5% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on 30 Oct 25

Fair value Decreased 4.33%

Analysts have slightly reduced their price target for Dutch Bros from $81.59 to $78.06. This change reflects modest concerns around near-term consumer trends, despite continued confidence in the company’s differentiated growth prospects.

Shared on 16 Oct 25

Fair value Decreased 1.25%

Sun Belt Expansion And Drive-Thru Focus Will Shape Future Success

The analyst price target for Dutch Bros was revised slightly lower, from $82.63 to $81.59. Analysts weighed robust revenue growth forecasts and strong comparable store sales against a modest dip in profit margin expectations and updated sector views.

Shared on 04 Sep 25

Sun Belt Expansion And Drive-Thru Focus Will Shape Future Success

Analysts remain bullish on Dutch Bros due to strong store growth, robust comparable sales, and impressive quarterly results, resulting in the consensus analyst price target staying unchanged at $82.62. Analyst Commentary Bullish analysts cite Dutch Bros' industry-leading store growth and sustained sales and traffic momentum, with expectations that this momentum is likely to continue through 2026 due to a strong catalyst path.

Shared on 07 May 25

Fair value Increased 1.75%

Sun Belt Expansion And Drive-Thru Focus Will Shape Future Success

Shared on 30 Apr 25

Fair value Decreased 1.07%

Investments In Expansion And Customer Programs Will Strengthen Future Prospects

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 23 Apr 25

Fair value Decreased 31%

Investments In Expansion And Customer Programs Will Strengthen Future Prospects

AnalystConsensusTarget has increased shares outstanding growth rate from 0.1% to 0.2%.

Shared on 17 Apr 25

Fair value Decreased 1.23%

Investments In Expansion And Customer Programs Will Strengthen Future Prospects

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Decreased 1.21%

Investments In Expansion And Customer Programs Will Strengthen Future Prospects

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Decreased 2.45%

Investments In Expansion And Customer Programs Will Strengthen Future Prospects

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Fair value Decreased 2.49%

Investments In Expansion And Customer Programs Will Strengthen Future Prospects

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Increased 64%

Investments In Expansion And Customer Programs Will Strengthen Future Prospects

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 10 Mar 25

Fair value Increased 2.54%

Investments In Expansion And Customer Programs Will Strengthen Future Prospects