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)
183% more first-time investments, than exits
New positions opened: 113 | Existing positions closed: 40
40% more call options, than puts
Call options by funds: $292M | Put options by funds: $208M
30% more repeat investments, than reductions
Existing positions increased: 165 | Existing positions reduced: 127
17% more capital invested
Capital invested by funds: $5.3B [Q4 2024] → $6.19B (+$891M) [Q1 2025]
17% more funds holding
Funds holding: 396 [Q4 2024] → 462 (+66) [Q1 2025]
2.5% less ownership
Funds ownership: 88.78% [Q4 2024] → 86.27% (-2.5%) [Q1 2025]
50% less funds holding in top 10
Funds holding in top 10: 8 [Q4 2024] → 4 (-4) [Q1 2025]
Research analyst outlook
9 Wall Street Analysts provided 1 year price targets over the past 3 months
9 analyst ratings
Barclays Jeffrey Bernstein | 44%upside $84 | Overweight Maintained | 17 Jul 2025 |
CICC Sijie Lin | 37%upside $80 | Outperform Initiated | 30 Jun 2025 |
Goldman Sachs Christine Cho | 29%upside $75 | Neutral Initiated | 26 Jun 2025 |
RBC Capital Logan Reich | 42%upside $83 | Outperform Initiated | 14 May 2025 |
Piper Sandler Brian Mullan | 8%upside $63 | Neutral Maintained | 8 May 2025 |
Financial journalist opinion
Based on 23 articles about BROS published over the past 30 days









