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Upturn AI SWOT - About
BROS 
Dutch Bros Inc (BROS)
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Upturn Advisory Summary
09/12/2025: BROS (5-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Outstanding Performance
These Stocks/ETFs, based on Upturn Advisory, have historically outperformed the market, making them a top-tier choice for investors.
Number of Analysts
16 Analysts rated it
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $83.35
1 Year Target Price $83.35
| 10 | Strong Buy |
| 5 | Buy |
| 1 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 93.02% | Avg. Invested days 42 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  4.0 |
| Profits based on simulation | Last Close 09/12/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 10.62B USD | Price to earnings Ratio 140.33 | 1Y Target Price 83.35 |
Price to earnings Ratio 140.33 | 1Y Target Price 83.35 | ||
Volume (30-day avg) 16 | Beta 2.65 | 52 Weeks Range 30.49 - 86.88 | Updated Date 09/14/2025 |
52 Weeks Range 30.49 - 86.88 | Updated Date 09/14/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 0.46 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 3.94% | Operating Margin (TTM) 13.57% |
Management Effectiveness
Return on Assets (TTM) 3.51% | Return on Equity (TTM) 11.37% |
Valuation
Trailing PE 140.33 | Forward PE 72.46 | Enterprise Value 8921809332 | Price to Sales(TTM) 7.31 |
Enterprise Value 8921809332 | Price to Sales(TTM) 7.31 | ||
Enterprise Value to Revenue 6.14 | Enterprise Value to EBITDA 37.97 | Shares Outstanding 126960000 | Shares Floating 122699497 |
Shares Outstanding 126960000 | Shares Floating 122699497 | ||
Percent Insiders 3.32 | Percent Institutions 84.84 |
Upturn AI SWOT
Dutch Bros Inc
Company Overview
History and Background
Dutch Bros Inc. was founded in 1992 by Dane and Travis Boersma in Grants Pass, Oregon. It began as a pushcart coffee stand and grew into a regional coffee chain known for its friendly service and unique drink offerings. The company went public in September 2021.
Core Business Areas
- Drive-Thru Coffee Shops: Dutch Bros operates primarily through drive-thru coffee shops, offering a variety of specialty coffee drinks, teas, smoothies, and other beverages. It also offers pastries and other food items.
- Franchising (Historically): Historically, Dutch Bros employed a franchising model. However, in recent years, the company has focused on company-operated locations for better control and consistency.
Leadership and Structure
Joth Ricci serves as the Chief Executive Officer. The company has a board of directors overseeing its strategic direction. Dutch Bros operates with a regional management structure to oversee its various locations.
Top Products and Market Share
Key Offerings
- Specialty Coffee Drinks: Dutch Bros is known for its wide range of specialty coffee drinks, including flavored lattes, mochas, and cold brews. Market share data specific to Dutch Bros' specialty drinks is not readily available. Competitors include Starbucks and Dunkin'.
- Rebel Energy Drinks: Dutch Bros offers its own line of energy drinks called Rebel, which can be customized with various flavors. Market share data for Rebel is not specifically tracked. Competitors include Red Bull and Monster.
- Teas and Smoothies: Dutch Bros also provides a selection of teas and smoothies to cater to customers seeking non-coffee options. Competitors include Jamba Juice and similar beverage chains.
Market Dynamics
Industry Overview
The coffee shop industry is highly competitive, with a mix of large chains and independent shops. Trends include increased demand for specialty coffee, the rise of mobile ordering and delivery, and a focus on sustainability.
Positioning
Dutch Bros differentiates itself through its unique, customizable drink offerings, friendly customer service ('Dutch Luv'), and strong brand loyalty, appealing particularly to a younger demographic. It competes with established giants like Starbucks and Dunkin'.
Total Addressable Market (TAM)
The global coffee shop market is expected to reach hundreds of billions of dollars. Dutch Bros is positioned to capture a larger share of this market through its expansion strategy, focusing on new store openings and brand awareness.
Upturn SWOT Analysis
Strengths
- Strong brand loyalty
- Unique and customizable drink offerings
- Friendly customer service
- Efficient drive-thru model
- Rapid expansion strategy
Weaknesses
- Limited geographic presence (primarily Western US)
- High reliance on drive-thru format
- Potential supply chain vulnerabilities
- Higher labor costs due to personalized service
Opportunities
- Expansion into new geographic markets
- Menu innovation and product diversification
- Enhanced technology and digital offerings
- Partnerships and collaborations
Threats
- Intense competition from established coffee chains
- Fluctuations in coffee bean prices
- Changing consumer preferences
- Economic downturns affecting consumer spending
Competitors and Market Share
Key Competitors
- SBUX
- DNKN
- CCAF
Competitive Landscape
Dutch Bros competes with large, established coffee chains like Starbucks and Dunkin'. Dutch Bros differentiates itself with its unique brand personality, customizable drinks, and friendly customer service, appealing to a younger demographic.
Growth Trajectory and Initiatives
Historical Growth: Dutch Bros has experienced significant growth in recent years, driven by new store openings and increasing same-store sales.
Future Projections: Analyst estimates project continued growth for Dutch Bros, with expectations for increased revenue and profitability, driven by new store openings and same-store sales growth.
Recent Initiatives: Recent initiatives include expansion into new markets, menu innovation (e.g., seasonal drinks), and investments in technology to improve customer experience.
Summary
Dutch Bros is a rapidly growing coffee chain with strong brand loyalty and a unique customer experience. While it faces intense competition from larger players, its expansion strategy and differentiated offerings position it for continued growth. Potential threats include fluctuations in commodity prices and changing consumer preferences. The company needs to focus on executing its expansion plan effectively and maintaining its brand identity.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Filings (SEC)
- Industry Reports
- Analyst Reports
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Market data is subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Dutch Bros Inc
Exchange NYSE | Headquaters Grants Pass, OR, United States | ||
IPO Launch date 2021-09-15 | CEO, President & Director Ms. Christine Barone | ||
Sector Consumer Cyclical | Industry Restaurants | Full time employees 20000 | Website https://www.dutchbros.com |
Full time employees 20000 | Website https://www.dutchbros.com | ||
Dutch Bros Inc., together with its subsidiaries, operates and franchises drive-thru shops in the United States. The company operates through Company-Operated Shops and Franchising and Other segments. It operates through company-operated shops and online channels under Dutch Bros, Dutch Bros Coffee, Dutch Bros Rebel, Dutch Bros, and Blue Rebel brands. Dutch Bros Inc. was founded in 1992 and is headquartered in Grants Pass, Oregon.
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