Dutch Bros Inc.

NYSE:BROS Voorraadrapport

Marktkapitalisatie: US$10.0b

Dutch Bros Toekomstige groei

Future criteriumcontroles 6/6

Dutch Bros zal naar verwachting groeien in winst en omzet met respectievelijk 34.7% en 20.6% per jaar. De winst per aandeel zal naar verwachting groeien met 31% per jaar. Het rendement op het eigen vermogen zal over 3 jaar naar verwachting 20.6% zijn.

Belangrijke informatie

34.7%

Groei van de winst

31.02%

Groei van de winst per aandeel

Hospitality winstgroei19.1%
Inkomstengroei20.6%
Toekomstig rendement op eigen vermogen20.62%
Dekking van analisten

Good

Laatst bijgewerkt10 Aug 2026

Recente toekomstige groei-updates

Analyse-artikel • 11h

Here's What Analysts Are Forecasting For Dutch Bros Inc. (NYSE:BROS) After Its Second-Quarter Results

It's been a mediocre week for Dutch Bros Inc. ( NYSE:BROS ) shareholders, with the stock dropping 18% to US$53.01 in...

Recent updates

Analyse-artikel • 11h

Here's What Analysts Are Forecasting For Dutch Bros Inc. (NYSE:BROS) After Its Second-Quarter Results

It's been a mediocre week for Dutch Bros Inc. ( NYSE:BROS ) shareholders, with the stock dropping 18% to US$53.01 in...
Narratiefupdate • Jul 27

BROS: Expanding Drive Through Footprint Will Support Premium Future P/E Multiples

The analyst price target for Dutch Bros has been nudged higher by about $1.70 to $79.75, as analysts point to fresh coverage and supportive research highlighting its drive-through growth profile, menu breadth, and potential same-store sales catalysts. Analyst Commentary Recent Street research on Dutch Bros clusters around a generally constructive view on the growth story, with a mix of enthusiasm about the company’s expansion and same store sales potential, alongside a few more measured voices focused on execution and long term expectations.
Seeking Alpha • Jul 22

Dutch Bros: The Energy Drink Thesis Still Works; The Valuation Doesn't (Downgrade)

Summary Dutch Bros has surged over 25% since my May 2026 'buy' call, prompting a reassessment. I now rate BROS as a 'sell,' driven primarily by stretched valuation rather than business fundamentals. My core thesis—that BROS is positioned more as an energy drink competitor than a traditional coffee chain—remains intact. The stock's rapid appreciation has outpaced current business performance, warranting caution at these levels. Read the full article on Seeking Alpha
Narratiefupdate • Jun 23

BROS: Accelerating Nationwide Store Expansion Will Support Premium Future P/E Multiples

The analyst price target for Dutch Bros has been nudged higher to $78.04 from $76.65, reflecting analysts' generally more constructive views on top line momentum, potential upside to near term comps guidance, and ongoing debates about the company’s long term market opportunity. Analyst Commentary Recent research coverage on Dutch Bros highlights a fairly constructive backdrop, with several bullish analysts lifting price targets and pointing to company specific growth drivers, while others flagging valuation and long term market sizing as areas to watch.
Analyse-artikel • Jun 22

Dutch Bros (BROS) Stock Could Be 7.7% Undervalued After Expansion Push

Dutch Bros (BROS) is drawing fresh attention as it ramps up new store openings across the East Coast and Southeast, adds food and branded merchandise, and rolls out consumer products through major national retailers. See our latest analysis for Dutch Bros. The recent focus on new East Coast and Southeast openings, merchandise drops and consumer packaged goods appears to coincide with building momentum in Dutch Bros, with a 30 day share price return of 35.69% and a three year total shareholder...
Narratiefupdate • Jun 05

BROS: Customizable Energy Leadership And Nationwide Store Expansion Will Support Premium P/E Multiples

Analysts nudged the Dutch Bros fair value estimate higher to $76.65 from $75.71, reflecting updated price targets that cite the company's position in customizable energy beverages, its inclusion on DA Davidson's "Best-of-Breed Bison List," and a continued focus on speed of service and customer experience, despite increased competition. Analyst Commentary Recent research on Dutch Bros highlights a mix of enthusiasm around the growth story and caution around competitive pressures and valuation, which feeds directly into the updated fair value estimate.
Narratiefupdate • Apr 20

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.
Narratiefupdate • Apr 05

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.
Narratiefupdate • Mar 21

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.
Narratiefupdate • Mar 06

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.
Narratiefupdate • Feb 20

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.
Narratiefupdate • Feb 06

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.
Narratiefupdate • Jan 22

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.
Narratiefupdate • Jan 06

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.
Narratiefupdate • Dec 14

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.
Narratiefupdate • Nov 28

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.
Narratiefupdate • Nov 14

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.
Narratiefupdate • Oct 30

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.
Narratiefupdate • Oct 16

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.
Narratiefupdate • Sep 04

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.
Analyse-artikel • Aug 29

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

Dutch Bros Inc. ( NYSE:BROS ) shareholders would be excited to see that the share price has had a great month, posting...
Seeking Alpha • Apr 14

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

Summary Dutch Bros' unique "Broista" culture and focus on iced/customized drinks give it a competitive edge and significant U.S. growth potential. Shop expansion and SSS remain healthy, but inflation and potential economic slowdown pose threats. Although it has outperformed the market, its current valuation (P/S, P/E, PEG) suggests it may be overvalued. Despite long-term potential, the current valuation warrants a "hold" for existing investors. Read the full article on Seeking Alpha
Seeking Alpha • Apr 06

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

Summary Shares of Dutch Bros are at risk of a correction, especially with new tariffs imposed on the company's South American coffee supply. Despite strong same-store sales and aggressive expansion plans, Dutch Bros' lofty valuation and reliance on imported coffee beans make it vulnerable to a sharp pullback. BROS stock trades at >80x P/E and >30x adjusted EBITDA. Given the negative risk-reward profile and potential macroeconomic impact, it's time to sell Dutch Bros and consider other investment opportunities. Read the full article on Seeking Alpha
Seeking Alpha • Mar 06

Dutch Bros: Dripping With Success

Summary Dutch Bros has a strong brand identity, with a unique customer friendly model suggesting continued growth over the next decade. It has market leadership in suburban coffee chains, appealing to several demographics. The company is reasonably priced at 8x forward sales, growing at 24%. With less than 1,000 stores in just 12 states, it has underpenetrated the market and has a long runway of growth left. Read the full article on Seeking Alpha
Seeking Alpha • Feb 13

Dutch Bros Q4 Earnings: A Growth Story With Caveats

Summary Dutch Bros delivers strong growth and guidance with 26% Y/Y revenue growth projected, driven by aggressive store expansion, making it a clear growth story. Despite impressive growth, I'm tepidly bullish due to high valuation and reliance on store openings, raising concerns about sustainability and potential cannibalization. BROS stock's valuation at 155x forward free cash flow is steep, and heavy capex deployment limits free cash flow conversion, making the investment risky. If the market views BROS as a turnaround story, the stock could climb, but I remain cautious given the cyclical nature of the sector. Read the full article on Seeking Alpha
Seeking Alpha • Jan 18

Dutch Bros: Coffee Is Getting Expensive

Summary Dutch Bros has shown significant revenue growth and store expansion, but its valuation is high, suggesting a potential pullback in the short term. The company’s EBITDA and contribution margins have been impacted by rising labor and coffee costs, despite strong top-line growth. Mobile app rollouts and new food products are promising, but 2025 will be a cautious year where I focus on cost and margin scrutiny. Analysts' ratings are mixed, with Seeking Alpha and Quant recommending a hold. Wall Street analysts suggesting a strong buy, with price targets north of $60. Read the full article on Seeking Alpha

Winst- en omzetgroeiprognoses

NYSE:BROS - Toekomstschattingen van analisten en financiële gegevens uit het verleden (USD Millions )
DatumInkomstenInkomstenVrije kasstroomGeldmiddelen uit operationele activiteitenGem. Aantal analisten
12/31/20283,1512151545995
12/31/20272,63417815940114
12/31/20262,1301213032514
6/30/20261,8829275366N/A
3/31/20261,7478191343N/A
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/AN/A57N/A

Toekomstige groeivoorspellingen analisten

Verdiensten versus spaarpercentage: De verwachte winstgroei BROS ( 34.7% per jaar) ligt boven de spaarquote ( 3.7% ).

Winst versus markt: De winst van BROS ( 34.7% per jaar) zal naar verwachting sneller groeien dan de US markt ( 16.9% per jaar).

Hoge groeiwinsten: De winst van BROS zal naar verwachting de komende 3 jaar aanzienlijk groeien.

Omzet versus markt: De omzet van BROS ( 20.6% per jaar) zal naar verwachting sneller groeien dan de markt US ( 12.9% per jaar).

Hoge groei-inkomsten: De omzet van BROS ( 20.6% per jaar) zal naar verwachting sneller groeien dan 20% per jaar.

Groeiprognoses winst per aandeel

Toekomstig rendement op eigen vermogen

Toekomstige ROE: Het rendement op eigen vermogen BROS zal naar verwachting over 3 jaar hoog zijn ( 20.6 %)

Ontdek groeibedrijven

7D

1Y

7D

1Y

7D

1Y

Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/08/10 23:27
Aandelenkoers aan het einde van de dag2026/08/10 00:00
Inkomsten2026/06/30
Jaarlijkse inkomsten2025/12/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysamodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

Dutch Bros Inc. wordt gevolgd door 33 analisten. 14 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

AnalistInstelling
David TarantinoBaird
Jeffrey BernsteinBarclays
Stephen McManusBNP Paribas