Update shared on04 Sep 2025
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.
- Recent quarterly results showed Q2 comparable store sales growth of 6.1%, surpassing expectations and reinforcing increased full-year 2025 guidance, addressing concerns about potential slowing.
- Bullish analysts point to strong performance across key financial metrics, viewing recent quarterly beats as impressive and expecting shares to rally as a result.
- Dutch Bros is recognized for disciplined growth, attractive unit economics, and long-term brand relevance within a challenging competitive landscape for restaurant traffic.
- New coverage initiations and raised price targets reflect continued optimism around store expansion prospects and the company’s ability to drive consistent customer traffic.
What's in the News
- Dutch Bros raised full-year earnings guidance for fiscal 2025, now projecting total revenues between $1.59 billion and $1.60 billion, with same shop sales growth expected at approximately 4.5%.
- Launched a new co-branded drink floatie with FUNBOY, available at all locations with medium or large drink purchases, aimed at enhancing summer customer engagement.
- Announced a new mocktail-inspired drink trio—Mudslide Mocha, Strawberry Colada, and Blue Lagoon with Strawberry Fruit—available at over 1,000 shops.
- Dutch Bros was dropped from multiple Russell Value indices, including the Russell 1000, 2500, 3000, Midcap, and Small Cap Value Benchmarks and Indices.
Valuation Changes
Summary of Valuation Changes for Dutch Bros
- The Consensus Analyst Price Target remained effectively unchanged, at $82.62.
- The Future P/E for Dutch Bros has significantly fallen from 116.29x to 83.06x.
- The Net Profit Margin for Dutch Bros remained effectively unchanged, at 7.53%.
Disclaimer
AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.