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 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
167% more funds holding in top 10
Funds holding in top 10: 3 [Q3] → 8 (+5) [Q4]
161% more first-time investments, than exits
New positions opened: 99 | Existing positions closed: 38
60% more capital invested
Capital invested by funds: $3.32B [Q3] → $5.29B (+$1.98B) [Q4]
29% more call options, than puts
Call options by funds: $117M | Put options by funds: $90.2M
15% more funds holding
Funds holding: 343 [Q3] → 395 (+52) [Q4]
1.32% less ownership
Funds ownership: 90.09% [Q3] → 88.77% (-1.32%) [Q4]
17% less repeat investments, than reductions
Existing positions increased: 111 | Existing positions reduced: 134
Research analyst outlook
12 Wall Street Analysts provided 1 year price targets over the past 3 months
12 analyst ratings
Barclays Jeffrey Bernstein 49% 1-year accuracy 57 / 116 met price target | 27%upside $76 | Overweight Maintained | 22 Apr 2025 |
Baird David Tarantino 52% 1-year accuracy 16 / 31 met price target | 10%upside $66 | Outperform Maintained | 7 Apr 2025 |
Guggenheim Gregory Francfort 54% 1-year accuracy 7 / 13 met price target | 21%upside $72 | Buy Maintained | 31 Mar 2025 |
Wedbush Nick Setyan 42% 1-year accuracy 37 / 89 met price target | 51%upside $90 | Outperform Reiterated | 31 Mar 2025 |
TD Securities Agnes Lim 50% 1-year accuracy 1 / 2 met price target | 49%upside $89 | Buy Reiterated | 28 Mar 2025 |
Financial journalist opinion
Based on 34 articles about BROS published over the past 30 days
