Investor Insights

This summary was created by AI, based on 4 opinions in the last 12 months.

Dutch Brothers (BROS) has demonstrated strong momentum in its stock performance, with a notable gain of nearly 45% year-to-date. The recent investor day revealed an impressive growth trajectory, with expectations of a 20% annual revenue increase over the next two years. In its latest quarterly results, the company reported substantial revenue of $338.2 million, a 28% increase year-over-year, along with an earnings per share (EPS) of 16 cents, surpassing estimates. However, despite these positive figures, the stock took a 20% hit following the release, attributed to the company's decision to maintain its full-year guidance and lower new store opening projections. While there are concerns regarding the high valuation at 97x forward price-to-earnings and significant net debt, the overall assessment remains solid with some experts cautious yet recommending investment in this expanding venture.

Consensus
Cautious
Valuation
Overvalued
BUY ON WEAKNESS

They have an investor day on Thursday. An expensive stock. A regional and national growth story, though.

HOLD
Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research

BROS certainly has strong momentum, up nearly 45% year-to-date and is expensive at 97x forward price-to-earnings. It is expected to grow the top line at 20% annually over the next two years. Recent quarterly results were very strong with EPS beating estimates of 12c coming in at 16c. Revenue was $338.2M increasing 28% year-over-year and beating estimates of $324.8M. BROS has continued it rapid expansion rolling out 38 new stores in the quarter. Results were very strong and the company had breakeven free cash flow following the quarter. We think it looks solid, but would be cautious of debt levels as it does have $647M in net debt and the valuation is expensive.
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BUY

It reported then shares plunged 20%. Reported a revenue beat, but didn't change their full-year guidance, including the lower end of new store openings. Fundamentals remain solid. Why the 20% drop??

BUY

Excellent company. Would recommend buying. 

DON'T BUY
Starbucks vs. Dutch Bros. and the effect of China

Dutch Bros. grew way too fast. SBUX has a problem in China and the U.S. given the Israel-Hammas war. SBUX will miss its next report given weakness in China and the U.S. So buy SBUX $5 lower, because China is reawakening from its slumber and will come back.

BUY

Last night they reported a top and bottom line beat with strong same-store sales growth. Shares jumped 8% today, but gave back almost all gains. Managers expect decelerating traffic, but that was due to a price increase already announced.

DON'T BUY

They overexpanded and carry a heavy balance sheet.

DON'T BUY

Have been overexpanding which hurts the franchise. Down 13% in the past 3 months.

BUY

The class-action suits are nonsense. A great stock, fine performer.

WAIT
Wait. Don't buy. They face wage pressure.
BUY
It went public a year ago and rode a rollercoaster, but he likes below $40 which is where it is after a sell-off. It's profitable and expanding alot. Their last quarter was fine.
COMMENT
He thinks this can recover. It's a beloved brand, sure, but that can only get them so far. They report earnings Wednesday.
BUY
Last year, he passed on all the IPOs and SPACs, because they were too expensive. Since then, all have been crushed. One exception is Dutch Bros. When it became public, he felt this was pricey at $53, but it has fallen to $48. The market has turned against growth stocks, but this has held up well. Dutch Bros. keeps putting up excellent numbers, so the share price hasn't fallen that much. Two weeks ago, they reported 10% same-store sales growth, and a record 35 store openings in Q4. It's a chain that's taken the country by storm. Its 180-day lock-up expires today.
BUY
A coffee maker from the northwest. Their model of kiosks selling in parking lots is great, better than indoor malls. A recent IPO, shares have been hammered, but he sees upside--we all need caffeine.
COMMENT
It reports Wednesday. It's one of the hottest IPOs of the year. The stock is expensive, though it pulled back some this week.
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Dutch Brothers(BROS-N) Rating

Ranking : 4 out of 5

Star iconStar iconStar iconStar iconStar empty icon

Bullish - Buy Signals / Votes : 3

Neutral - Hold Signals / Votes : 1

Bearish - Sell Signals / Votes : 3

Total Signals / Votes : 7

Stockchase rating for Dutch Brothers is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

Dutch Brothers(BROS-N) Frequently Asked Questions

What is Dutch Brothers stock symbol?

Dutch Brothers is a American stock, trading under the symbol BROS-N on the New York Stock Exchange (BROS). It is usually referred to as NYSE:BROS or BROS-N

Is Dutch Brothers a buy or a sell?

In the last year, 7 stock analysts published opinions about BROS-N. 3 analysts recommended to BUY the stock. 3 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for Dutch Brothers.

Is Dutch Brothers a good investment or a top pick?

Dutch Brothers was never recommended as a Top Pick on Stockchase. Read the latest stock experts ratings for Dutch Brothers.

Why is Dutch Brothers stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.

Is Dutch Brothers worth watching?

7 stock analysts on Stockchase covered Dutch Brothers In the last year. It is a trending stock that is worth watching.

What is Dutch Brothers stock price?

On 2025-04-04, Dutch Brothers (BROS-N) stock closed at a price of $51.37.