Dutch Bros Inc.

NYSE:BROS Aktierapport

Börsvärde: US$10.1b

Dutch Bros Förvaltning

Förvaltning kriterier kontrolleras 3/4

Dutch Bros VD är Christine Barone, utsedd i Feb 2023, har en mandatperiod på 3.25 år. totala årliga ersättningen är $ 6.67M, bestående av 12.7% lön 87.3% bonusar, inklusive företagsaktier och optioner. äger direkt 0.068% av företagets aktier, värda $ 6.89M. Den genomsnittliga mandatperioden för ledningsgruppen och styrelsen är 2.3 år respektive 3.1 år.

Viktig information

Christine Barone

Verkställande direktör

US$6.7m

Total ersättning

VD-lön i procent12.75%
Anställning som VD3.3yrs
Ägande av VD0.07%
Ledningens genomsnittliga anställningstid2.3yrs
Styrelsens genomsnittliga mandatperiod3.1yrs

Senaste uppdateringar av ledningen

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

Analys av ersättningar till VD

Hur har Christine Barone:s ersättning förändrats jämfört med Dutch Bros:s resultat?
DatumTotal ersättningLönFöretagets resultat
Dec 31 2025US$7mUS$850k

US$80m

Sep 30 2025n/an/a

US$62m

Jun 30 2025n/an/a

US$57m

Mar 31 2025n/an/a

US$44m

Dec 31 2024US$5mUS$750k

US$35m

Sep 30 2024n/an/a

US$30m

Jun 30 2024n/an/a

US$22m

Mar 31 2024n/an/a

US$13m

Dec 31 2023US$4mUS$566k

US$2m

Ersättning vs marknad: Christine s total kompensation ($USD 6.67M ) är under genomsnittet för företag av liknande storlek på US marknaden ($USD 14.58M ).

Ersättning vs inkomst: Ersättningen för Christine har ökat med mer än 20 % det senaste året.


VD OCH KONCERNCHEF

Christine Barone (51 yo)

3.3yrs
Anställning
US$6,668,231
Kompensation

Ms. Christine Barone has been President at Dutch Bros Inc. since February 06, 2023 and also serves as its Chief Executive Officer and Director since January 1, 2024. Ms. Barone joined the Dutch Bros Inc. i...


Ledningsgrupp

NamnPositionAnställningKompensationÄgarskap
Travis Boersma
Co-Founder & Executive Chairman of the Board4.8yrsUS$1.80m7.8%
$ 789.4m
Christine Barone
CEO, President & Director3.3yrsUS$6.67m0.068%
$ 6.9m
Joshua Guenser
Chief Financial Officer2.3yrsUS$3.03m0.024%
$ 2.4m
Victoria Tullett
Chief Legal Officer & Company Secretary3.7yrsUS$1.67m0.021%
$ 2.1m
Tana Davila
Chief Marketing Officer2.9yrsUS$2.16m0.014%
$ 1.4m
Nicholas Daddario
Chief Accounting Officer1yringa uppgifter0.00081%
$ 82.0k
Venki Krishnababu
Chief Technology & Information Officer1.4yrsinga uppgifteringa uppgifter
Neil Patel
Senior Manager of Investor Relationsno datainga uppgifteringa uppgifter
Jess Elmquist
Chief People Officer2.3yrsinga uppgifteringa uppgifter
Andrew Conway
Senior VP of Operations Systems and Standardno datainga uppgifteringa uppgifter
Brian Cahoe
Chief Development Officer1.3yrsinga uppgifteringa uppgifter
Levi Ayriss
Senior Vice President of Field Operationsno datainga uppgifteringa uppgifter
2.3yrs
Genomsnittlig anställningstid
52yo
Genomsnittlig ålder

Erfaren ledning: BROS s ledningsgrupp anses vara erfaren ( 2.3 års genomsnittlig anställningstid).


Styrelseledamöter

NamnPositionAnställningKompensationÄgarskap
Travis Boersma
Co-Founder & Executive Chairman of the Board4.8yrsUS$1.80m7.8%
$ 789.4m
Christine Barone
CEO, President & Director2.3yrsUS$6.67m0.068%
$ 6.9m
Kathryn George
Director4.8yrsUS$199.94k0.011%
$ 1.1m
Gerard Hart
Independent Director1.9yrsUS$343.57k0.0024%
$ 239.9k
Stephen Gillett
Independent Director4.4yrsUS$212.94k0.014%
$ 1.4m
Todd Penegor
Independent Director1.9yrsUS$320.83k0.0023%
$ 231.8k
C. Cone
Independent Director2.5yrsUS$229.94k0.0047%
$ 476.9k
Ann Miller
Independent Director3.8yrsUS$227.44k0.0086%
$ 865.6k
Kory Marchisotto
Independent Director1.3yrsUS$223.17k0.0014%
$ 138.7k
Thomas Davis
Director4.8yrsUS$199.94k0.011%
$ 1.1m
3.1yrs
Genomsnittlig anställningstid
52yo
Genomsnittlig ålder

Erfaren styrelse: BROS s styrelse anses vara erfaren ( 3.1 års genomsnittlig mandatperiod).


Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/05/04 20:56
Aktiekurs vid dagens slut2026/05/04 00:00
Intäkter2025/12/31
Årlig intjäning2025/12/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

Dutch Bros Inc. bevakas av 32 analytiker. 24 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
David TarantinoBaird
Jeffrey BernsteinBarclays
Jeffrey BernsteinBarclays