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Upturn AI SWOT - About
Dutch Bros Inc (BROS)
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Upturn Advisory Summary
08/13/2025: 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 $82.31
1 Year Target Price $82.31
| 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 08/13/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 11.32B USD | Price to earnings Ratio 149.61 | 1Y Target Price 82.31 |
Price to earnings Ratio 149.61 | 1Y Target Price 82.31 | ||
Volume (30-day avg) 16 | Beta 2.64 | 52 Weeks Range 30.30 - 86.88 | Updated Date 08/13/2025 |
52 Weeks Range 30.30 - 86.88 | Updated Date 08/13/2025 | ||
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 2025-08-06 | When - | Estimate 0.18 | Actual 0.26 |
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 149.61 | Forward PE 111.11 | Enterprise Value 9463929744 | Price to Sales(TTM) 7.8 |
Enterprise Value 9463929744 | Price to Sales(TTM) 7.8 | ||
Enterprise Value to Revenue 6.52 | Enterprise Value to EBITDA 40.28 | Shares Outstanding 126960000 | Shares Floating 123292401 |
Shares Outstanding 126960000 | Shares Floating 123292401 | ||
Percent Insiders 5.28 | Percent Institutions 81.34 |
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 started as a pushcart coffee stand and has grown into a drive-thru coffee chain with a focus on speed, quality, and customer service. Significant milestones include expansion beyond Oregon, franchising, and eventually going public in 2021.
Core Business Areas
- Company-Operated Shops: The primary revenue driver, encompassing drive-thru coffee shops directly managed by Dutch Bros. These offer a wide range of coffee, cold brews, energy drinks, smoothies, teas, and pastries.
- Franchising: Dutch Bros allows franchising in select areas, generating revenue through royalties and fees from franchised locations.
- Product Sales: Sales of DB-branded merchandise, coffee beans, and other products through their locations and online store contribute to revenue.
Leadership and Structure
Joth Ricci serves as the President and CEO. The organizational structure includes functional departments such as operations, marketing, finance, and development, supporting both company-operated and franchised locations. Travis Boersma is the Executive Chairman.
Top Products and Market Share
Key Offerings
- Coffee: A variety of hot and cold coffee beverages, including espresso drinks, drip coffee, and cold brew. Dutch Bros focuses on proprietary blends and unique flavor combinations. Starbucks and Dunkin' are major competitors. Data is not availible for market share for just 'Coffee' and needs to be taken in sum with other products.
- Cold Brew: Dutch Bros offers a range of cold brew options, including flavored cold brews and nitro cold brew. Competitors include Starbucks, Dunkin', and other coffee chains. Data is not availible for market share for just 'Cold Brew' and needs to be taken in sum with other products.
- Energy Drinks (Rebel): Dutch Bros' proprietary energy drink, Rebel, is a significant part of their menu, offering a variety of flavors and combinations. Competitors include Red Bull and Monster. Data is not availible for market share for just 'Energy Drinks (Rebel)' and needs to be taken in sum with other products.
Market Dynamics
Industry Overview
The coffee and beverage industry is highly competitive and fragmented, with a mix of large chains, regional players, and independent shops. Key trends include the increasing demand for specialty coffee, cold brew, and ready-to-drink beverages, as well as a focus on convenience and digital ordering.
Positioning
Dutch Bros is positioned as a high-energy, customer-focused drive-thru coffee chain. Its competitive advantages include its unique brand culture, emphasis on customer interaction, and fast service.
Total Addressable Market (TAM)
The global coffee shop market is projected to reach hundreds of billions of dollars. Dutch Bros is positioned to capture a portion of this TAM through its expansion strategy and focus on customer loyalty.
Upturn SWOT Analysis
Strengths
- Strong Brand Loyalty
- High-Energy Customer Service
- Efficient Drive-Thru Model
- Unique Menu Offerings
- Rapid Growth
Weaknesses
- High Reliance on Drive-Thru Locations
- Limited Geographic Presence (compared to national chains)
- Potential Supply Chain Vulnerabilities
- Franchise Dependence
- Lower Average Transaction Value
Opportunities
- Expansion into New Markets
- Menu Innovation
- Digital Ordering and Loyalty Programs
- Increased Brand Awareness
- Strategic Partnerships
Threats
- Intense Competition
- Fluctuations in Coffee Bean Prices
- Changing Consumer Preferences
- Economic Downturn
- Labor Market Volatility
Competitors and Market Share
Key Competitors
- SBUX
- DNKN
- COCO
Competitive Landscape
Dutch Bros excels in customer service and a unique brand experience, but faces competition from larger chains with greater scale and resources. Dutch Bros has room to expand geographically, but needs to compete effectively with the other popular companies that have more market recognition.
Growth Trajectory and Initiatives
Historical Growth: Dutch Bros has experienced rapid growth in recent years, driven by new store openings and increasing same-store sales.
Future Projections: Future growth projections indicate continued expansion, with analysts expecting sustained revenue growth and profitability improvements. Specific numerical data require analyst reports.
Recent Initiatives: Recent initiatives include expanding into new states, enhancing the digital ordering platform, and launching new menu items.
Summary
Dutch Bros shows potential with strong brand loyalty and growth trajectory, but has vulnerabilities due to its reliance on the drive-thru model. Expansion into new markets and menu innovation is crucial to compete with larger coffee chains. Maintaining consistent brand and customer interaction will be an essential differentiator. Fluctuations in coffee prices and economic downturns may impact its future performance.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Filings
- Market Research Reports
- Analyst Estimates
- Company Website
Disclaimers:
The information provided is for general informational purposes only and should not be construed as investment advice. Market share and financial data are estimates based on available information and may not be exact.
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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