BROS logo

Dutch Bros Inc. Stock Price

NYSE:BROS Community·US$8.5b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 153 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

BROS Share Price Performance

US$43.44
-23.06 (-34.68%)
​
US$77.76
Fair Value
US$43.44
-23.06 (-34.68%)
44.1% undervalued intrinsic discount
US$77.76
Fair Value
Price US$43.44
AnalystConsensusTarget US$77.76
AnalystLowTarget US$53.43
AnalystHighTarget US$95.00

BROS Community Narratives

Fair Value
·
Fair Value US$77.76 44.1% undervalued intrinsic discount

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

2users have liked this narrative
0users have commented on this narrative
81users have followed this narrative
Fair Value
·
Fair Value US$53.43 18.7% undervalued intrinsic discount

Rising Occupancy And Cost Pressures Will Test Expansion Plans Yet Support Long-Term Potential

1users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
Fair Value
·
Fair Value US$95 54.3% undervalued intrinsic discount

Long-Term Energy Drinks And Rewards Program Will Drive Powerful Future Expansion

0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
BROS logo
Dutch Bros
44.1% undervalued intrinsic discount

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

View narrative
Updated 25 Aug
Read Narrative
BROS logo
Dutch Bros
18.7% undervalued intrinsic discount
New

Rising Occupancy And Cost Pressures Will Test Expansion Plans Yet Support Long-Term Potential

View narrative
Published 8 Sep
Read Narrative
BROS logo
Dutch Bros
54.3% undervalued intrinsic discount

Long-Term Energy Drinks And Rewards Program Will Drive Powerful Future Expansion

View narrative
Published 25 Aug
Read Narrative

Trending Discussion

No trending discussion available.

Updated Narratives

BROS logo

Rising Occupancy And Cost Pressures Will Test Expansion Plans Yet Support Long-Term Potential

Fair Value: US$53.43 18.7% undervalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
BROS logo

BROS: Acquired Drive Thru Sites Will Support Premium Future P/E Multiples

Fair Value: US$77.76 44.1% undervalued intrinsic discount
81 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
BROS logo

Long-Term Energy Drinks And Rewards Program Will Drive Powerful Future Expansion

Fair Value: US$95 54.3% undervalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Excellent balance sheet with reasonable growth potential.

1 Risk
3 Rewards
View Full Analysis

Dutch Bros Inc. Key Details

US$1.9b

Revenue

US$1.4b

Cost of Revenue

US$472.4m

Gross Profit

US$380.1m

Other Expenses

US$92.4m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
0.67
25.10%
4.91%
20.4%
View Full Analysis

About BROS

Founded
1992
Employees
27000
CEO
Christine Barone
WebsiteView website
www.dutchbros.com

Dutch Bros Inc., together with its subsidiaries, operates and franchises drive-thru shops in the United States. The company sells and distributes coffee, coffee-related products, and accessories. It operates through Company-Operated Shops and Franchising and Other segments. The company sells its products under various brands such as Dutch Bros, Dutch Bros Coffee, Dutch Bros Rebel, Dutch Bros, and Blue Rebel. Dutch Bros Inc. was founded in 1992 and is based in Tempe, Arizona.

Recent BROS News & Updates

New Narrative • Sep 08

Rising Occupancy And Cost Pressures Will Test Expansion Plans Yet Support Long-Term Potential

Catalysts About Dutch Bros Dutch Bros operates a growing network of drive thru coffee and beverage shops across the United States, supported by a company-operated and franchise model. What are the underlying business or industry changes driving this perspective?
Narrative Update • Aug 25

BROS: Acquired Drive Thru Sites Will Support Premium Future P/E Multiples

Analysts trimmed the Dutch Bros fair value estimate from $79.75 to $77.76, as slightly higher discount rate assumptions and modestly softer revenue growth and profit margin inputs offset still supportive views on long term unit expansion and earnings power, which are reflected in recent price target updates across the Street. Analyst Commentary Recent Street research on Dutch Bros gives you a mixed but generally constructive picture, with several firms highlighting growth potential and brand strength, while others point to execution risks and a tougher restaurant backdrop.

Recent updates

No updates

Dutch Bros Inc. Competitors

CMG logo

Chipotle Mexican Grill

Symbol: NYSE:CMG
Market cap: US$45.6b
YUM logo

Yum! Brands

Symbol: NYSE:YUM
Market cap: US$39.6b
VIK logo

Viking Holdings

Symbol: NYSE:VIK
Market cap: US$38.0b
QSR logo

Restaurant Brands International

Symbol: NYSE:QSR
Market cap: US$35.0b
View more competitors