Dutch BrosBROS
About: Dutch Bros Inc is an operator and franchisor of drive-thru coffee shops that are focused on serving hand-crafted beverages. The company's hand-crafted beverage-focused lineup features hot and cold espresso-based beverages, cold brew coffee products, proprietary energy drinks, tea, lemonade, smoothies and other beverages. The company has two reportable operating segments Company-operated shops and Franchising. It derives maximum revenue from Company operated shops.
Employees: 26,000
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
180% more first-time investments, than exits
New positions opened: 112 | Existing positions closed: 40
40% more call options, than puts
Call options by funds: $292M | Put options by funds: $208M
31% more repeat investments, than reductions
Existing positions increased: 165 | Existing positions reduced: 126
17% more capital invested
Capital invested by funds: $5.3B [Q4 2024] → $6.18B (+$887M) [Q1 2025]
16% more funds holding
Funds holding: 396 [Q4 2024] → 460 (+64) [Q1 2025]
2.55% less ownership
Funds ownership: 88.78% [Q4 2024] → 86.23% (-2.55%) [Q1 2025]
50% less funds holding in top 10
Funds holding in top 10: 8 [Q4 2024] → 4 (-4) [Q1 2025]
Research analyst outlook
12 Wall Street Analysts provided 1 year price targets over the past 3 months
12 analyst ratings
RBC Capital Logan Reich | 22%upside $83 | Outperform Initiated | 14 May 2025 |
Barclays Jeffrey Bernstein | 20%upside $82 | Overweight Maintained | 8 May 2025 |
Piper Sandler Brian Mullan | 8%downside $63 | Neutral Maintained | 8 May 2025 |
Stifel Chris O'Cull | 20%upside $82 | Buy Maintained | 8 May 2025 |
Baird David Tarantino | 6%upside $72 | Outperform Maintained | 8 May 2025 |
Financial journalist opinion
Based on 23 articles about BROS published over the past 30 days









