Dutch Bros Inc.
BROS
NYSE·Consumer Cyclical·Restaurants·Mkt cap $8.0B
$46.58
▲ +0.74%
P/E
64.69
Mkt Cap
$8.0B
52-Wk Range
$44.58–$74.02
52-Week Range
$44.58 - $74.02
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Down 27.6% over the trailing year
Total returns
Price performance
Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.
Why we rate it this way
The thesis at a glance
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
4 reasons
- Unique drive-thru coffee shop model with strong brand recognition
- Scalable franchise business model enabling rapid expansion
- Established customer loyalty and digital ordering infrastructure
- Differentiated product portfolio appealing to younger demographics
Bear Case
2 risks
- High volatility (beta 2.3). Larger-than-normal price swings expected.
- Growth premium of 2.3x vs Restaurants & Food Service peers. Elevated but may be justified by growth trajectory.
Growth
Moderate growth ahead
Expansion of company-operated and franchised shop locations
Value
Growth premium of 2.3x vs Restaurants & Food Service peers. Elevated but may be justified by growth trajectory.
Momentum
Weak
-17.2% over 3m
Quality
Stable
High-growth business (30% revenue growth, 25% gross margin). Profitable with strong growth momentum.
Dividend
None
No dividend
Smart-money signal
Who's buying BROS right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Latest print - beat on both lines
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Nov 4, 2026
AUG 5, 2026
Reported EPS of $0.33 vs $0.29 consensus (+13.9% surprise). Revenue of $550.9M vs $525.4M expected (+4.8%). Beat on both top and bottom lines.
EPS surprise · last 4Q
1 of 1 beats
Estimate
Actual
Q3 26
+13.9%
Revenue trend · last 8Q
—
—
+29%
+28%
+25%
+29%
+31%
+32%
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
Q2 26
$338.2M
$342.8M
$355.2M
$415.8M
$423.6M
$443.6M
$464.4M
$550.9M
Margins · last 8Q
Gross
27.7%
Operating
12.5%
Profit
6.8%
Wall Street consensus
11 analysts · 91% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
91%
Hold
9%
Sell
0%
Median Price Target
—
Latest: Citi · Aug 6, 2026
vs Industry
How BROS stacks vs Restaurants
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
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