Dutch Bros Inc.

Report azionario NYSE:BROS

Capitalizzazione di mercato: US$10.2b

Dutch Bros Crescita futura

Criteri Future verificati 4/6

Dutch Bros prevede che gli utili e i ricavi cresceranno rispettivamente di 23.9% e 17.5% all'anno. Si prevede che l'EPS crescerà di 23.5% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 19.3% in 3 anni.

Informazioni chiave

23.9%

Tasso di crescita degli utili

23.46%

Tasso di crescita dell'EPS

Hospitality crescita degli utili18.0%
Tasso di crescita dei ricavi17.5%
Rendimento futuro del capitale proprio19.27%
Copertura analitica

Good

Ultimo aggiornamento01 May 2026

Aggiornamenti recenti sulla crescita futura

Dutch Bros Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

Aug 09
Dutch Bros Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

Earnings Beat: Dutch Bros Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

May 09
Earnings Beat: Dutch Bros Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

Recent updates

BROS: National Store Additions And Index Inclusion Will Support Premium P E Multiples

Analysts have trimmed their Dutch Bros fair value estimate slightly, with the updated price target easing by about $0.40 to $75.71. They factor in a marginally higher discount rate and a slightly lower assumed future P/E, while still citing supportive research that highlights what they view as overblown competitive concerns and generally constructive views from recent initiations and upgrades.

Dutch Bros: De-Risking Ahead Of Earnings As Competition Heats Up (Downgrade)

Apr 15

BROS: National Unit Expansion And New Index Inclusions Will Support Premium P E Multiples

The analyst price target for Dutch Bros has been trimmed slightly, with a modest reduction in fair value and a higher assumed P/E of about 61x. Analysts are factoring in a slightly higher discount rate and more conservative revenue growth and margin assumptions, while still highlighting support from recent positive research coverage and limited competitive threat from new beverage launches.

BROS: Unit Expansion And 2026 Store Rollout Will Support Premium P E Multiples

Analysts have trimmed the Dutch Bros fair value estimate slightly, alongside a reduction in the blended Street price target to around the high $60s to low $70s. This reflects modest adjustments to discount rate and growth assumptions, even as many recent notes still point to healthy unit expansion and brand strength.

BROS: Unit Expansion And Food Program Rollout Will Support Premium Future P E Multiples

The updated analyst price target for Dutch Bros edges higher to $77.30 from $77.10, reflecting research that highlights its coffee and energy drink mix, younger customer appeal, unit-level economics, and store growth potential as key supports for the long term P/E framework of about 58.7x. Analyst Commentary Recent research on Dutch Bros clusters around growth, brand strength, and execution, with price targets generally framed against a relatively high P/E multiple.

BROS: Unit Expansion And Food Program Rollout Will Support Rich Future Multiples

Analysts have nudged their average price target on Dutch Bros higher by a few dollars to around the mid $80s, reflecting recent research that highlights a strong finish to the year and fresh bullish coverage, even as some firms trim targets at the margin. Analyst Commentary Recent research on Dutch Bros reflects a mix of optimism and caution, with several price targets adjusted around the current mid $80s range and fresh initiation from new coverage.

BROS: Unit Expansion And Clutch Coffee Integration Will Support Rich Future Multiples

Analysts have made a small upward adjustment to their Dutch Bros price target to roughly US$77, reflecting updated assumptions around revenue growth, margins, discount rate and future P/E. These updates incorporate recent research, including Citi's bullish initiation, Barclays' higher US$76 target and Morgan Stanley's trimmed outlook for the stock.

BROS: Unit Expansion And Clutch Coffee Acquisition Will Support Premium Multiples

Analysts have nudged their Dutch Bros fair value target slightly higher to about $76.84 per share from roughly $76.74, reflecting updated views that factor in firm level price target revisions, ongoing margin pressure, and continued optimism around unit growth and the Clutch Coffee acquisition. Analyst Commentary Recent research on Dutch Bros highlights a mix of enthusiasm for the growth story and caution around margins and sector sentiment, which together help explain the modest adjustment to fair value targets.

BROS: Demand Resilience And Higher Margins Will Support Premium Multiples

Analysts trimmed their Dutch Bros price targets by a few dollars into a rough restaurant tape, but your updated fair value edges up to about US$76.74, as higher assumed profit margins and a lower future P/E partly offset more cautious revenue growth and a slightly higher discount rate. Analyst Commentary Street research around Dutch Bros has turned more mixed recently, with several firms trimming price targets but maintaining constructive ratings.

BROS: Demand Resilience Will Support Premium Multiples Despite Near Term Margin Pressure

Analysts have nudged their blended price target on Dutch Bros slightly higher to the mid $80s, reflecting modestly stronger long term growth assumptions and resilient same store sales that offset near term margin pressure and a slightly higher discount rate. Analyst Commentary Street research on Dutch Bros remains broadly constructive, even as some valuation assumptions are tempered to reflect a choppier operating backdrop and near term margin pressure.

BROS: Store Expansion And Demand Resilience Will Offset Margin Pressures Into 2026

Analysts have recently trimmed their price target for Dutch Bros by $1 to $84. This change reflects near-term margin pressures, but also consistent and attractive performance as well as robust demand resilience in the restaurant sector.

BROS: Store Expansion Will Sustain Demand Into 2026 Despite Margin Pressures

The average analyst price target for Dutch Bros was lowered slightly from $78.06 to $75.61. Analysts cited ongoing margin pressures and cautious consumer spending, despite the company’s solid revenue and profit performance.

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

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.

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.

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.

Why Investors Shouldn't Be Surprised By Dutch Bros Inc.'s (NYSE:BROS) 27% Share Price Surge

Aug 29
Why Investors Shouldn't Be Surprised By Dutch Bros Inc.'s (NYSE:BROS) 27% Share Price Surge

Dutch Bros Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

Aug 09
Dutch Bros Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

Dutch Bros Inc. (NYSE:BROS) Shares Could Be 34% Above Their Intrinsic Value Estimate

Aug 02
Dutch Bros Inc. (NYSE:BROS) Shares Could Be 34% Above Their Intrinsic Value Estimate

Dutch Bros Inc.'s (NYSE:BROS) P/S Is On The Mark

Jul 07
Dutch Bros Inc.'s (NYSE:BROS) P/S Is On The Mark

Earnings Beat: Dutch Bros Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

May 09
Earnings Beat: Dutch Bros Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

Iced Growth, Hot Valuation: Why Dutch Bros Is Still A Hold

Apr 14

Dutch Bros: Beware Huge Valuation And Tariff Risks (Rating Downgrade)

Apr 06

Dutch Bros: Dripping With Success

Mar 06

Dutch Bros Q4 Earnings: A Growth Story With Caveats

Feb 13

Dutch Bros: Coffee Is Getting Expensive

Jan 18

Dutch Bros: Getting Right Everything Starbucks Is Getting Wrong

Nov 27

Dutch Bros: Trends Are Starting To Slip, Take Profits Here (Rating Downgrade)

Nov 20

Dutch Bros: Positive Fundamental Change But Still Cautious (Rating Upgrade)

Oct 20

Previsioni di crescita degli utili e dei ricavi

NYSE:BROS - Stime future degli analisti e dati finanziari passati (USD Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
12/31/20283,06620312951512
12/31/20272,5211758340124
12/31/20262,0471274232024
12/31/20251,6388054296N/A
9/30/20251,5376265278N/A
6/30/20251,4525773272N/A
3/31/20251,3614432242N/A
12/31/20241,2813525246N/A
9/30/20241,19230-10229N/A
6/30/20241,11922-53195N/A
3/31/20241,04413-65178N/A
12/31/20239662-89140N/A
9/30/20239132-109112N/A
6/30/20238480-11789N/A
3/31/2023784-4-12764N/A
12/31/2022739-5-12860N/A
9/30/2022677-6-12851N/A
6/30/2022608-19-12741N/A
3/31/2022551-18-8664N/A
12/31/2021498-13-3880N/A
9/30/2021448-23-683N/A
6/30/2021405-52889N/A
3/31/2021351-31759N/A
12/31/2020327N/A1354N/A
12/31/2019238N/A1757N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di BROS ( 23.9% all'anno) è superiore al tasso di risparmio ( 3.5% ).

Guadagni vs Mercato: Si prevede che gli utili di BROS ( 23.9% all'anno) cresceranno più rapidamente del mercato US ( 16.1% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di BROS cresceranno in modo significativo nei prossimi 3 anni.

Ricavi vs Mercato: Si prevede che il fatturato di BROS ( 17.5% all'anno) crescerà più rapidamente del mercato US ( 11.3% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di BROS ( 17.5% all'anno) crescerà più lentamente di 20% all'anno.

Previsioni di crescita dell'utile per azione

Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di BROS sarà basso tra 3 anni ( 19.3 %).

Scoprire le aziende in crescita

7D

1Y

7D

1Y

7D

1Y

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/06 02:20
Prezzo dell'azione a fine giornata2026/05/06 00:00
Utili2025/12/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Dutch Bros Inc. è coperta da 32 analisti. 24 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
David TarantinoBaird
Jeffrey BernsteinBarclays
Jeffrey BernsteinBarclays