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Upturn AI SWOT - About
BROS 
Dutch Bros Inc (BROS)
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Upturn Advisory Summary
10/15/2025: 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 $81.59
1 Year Target Price $81.59
| 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 10/15/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 8.97B USD | Price to earnings Ratio 118.54 | 1Y Target Price 81.59 |
Price to earnings Ratio 118.54 | 1Y Target Price 81.59 | ||
Volume (30-day avg) 16 | Beta 2.56 | 52 Weeks Range 32.68 - 86.88 | Updated Date 10/17/2025 |
52 Weeks Range 32.68 - 86.88 | Updated Date 10/17/2025 | ||
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 118.54 | Forward PE 58.48 | Enterprise Value 7370354661 | Price to Sales(TTM) 6.18 |
Enterprise Value 7370354661 | Price to Sales(TTM) 6.18 | ||
Enterprise Value to Revenue 5.08 | Enterprise Value to EBITDA 31.37 | Shares Outstanding 126960284 | Shares Floating 122702036 |
Shares Outstanding 126960284 | Shares Floating 122702036 | ||
Percent Insiders 3.32 | Percent Institutions 85.01 |
Upturn AI SWOT
Dutch Bros Inc
Company Overview
History and Background
Dutch Bros Inc. was founded in 1992 in Grants Pass, Oregon, by Dane and Travis Boersma. Initially a pushcart coffee stand, it expanded to a drive-thru coffee chain known for its unique drinks and customer service.
Core Business Areas
- Drive-Thru Coffee Shops: Operates and franchises drive-thru coffee shops, serving specialty coffee drinks, teas, smoothies, and other beverages. Focuses on speed, convenience, and customer interaction.
Leadership and Structure
Joth Ricci serves as the Chief Executive Officer. The company has a board of directors and a management team overseeing various aspects of operations, marketing, and finance.
Top Products and Market Share
Key Offerings
- Specialty Coffee Drinks: A wide variety of coffee drinks, including lattes, cappuccinos, and flavored coffees. Competitors include Starbucks (SBUX), Dunkin' Brands (DNKN), and independent coffee shops. Market share for specialty coffee segment is competitive but Dutch Bros has been growing.
- Teas and Smoothies: Offers a variety of teas, energy drinks and smoothies to cater to non-coffee drinkers. Competitors include Jamba Juice, Starbucks (SBUX), and other beverage chains.
Market Dynamics
Industry Overview
The coffee industry is competitive and experiencing growth, particularly in the specialty coffee segment. Trends include increased demand for convenience, customization, and ethically sourced products.
Positioning
Dutch Bros positions itself as a premium, customer-focused coffee chain with a strong brand loyalty. Its competitive advantages include its unique culture, menu innovation, and efficient drive-thru model.
Total Addressable Market (TAM)
The total US coffee market is estimated to be valued over $80 billion, and Dutch Bros' TAM, considering specialty coffee, is a significant portion of that. Dutch Bros is expanding to capture more of this market.
Upturn SWOT Analysis
Strengths
- Strong brand loyalty
- Unique company culture
- Efficient drive-thru model
- Menu innovation
- Rapid expansion
Weaknesses
- Geographic concentration (primarily West Coast)
- Reliance on franchise model for expansion
- Higher operating costs compared to some competitors
Opportunities
- Expansion into new geographic markets
- Increased menu offerings
- Technological advancements (mobile ordering, loyalty programs)
- Partnerships and collaborations
Threats
- Competition from larger coffee chains
- Fluctuations in coffee bean prices
- Changing consumer preferences
- Economic downturns
Competitors and Market Share
Key Competitors
- Starbucks (SBUX)
- Dunkin' Brands (DNKN)
- McDonald's (MCD)
Competitive Landscape
Dutch Bros differentiates itself through its unique culture and customer experience, but faces competition from larger chains with greater resources. Their focus on drive-thru services is a strong advantage.
Growth Trajectory and Initiatives
Historical Growth: Dutch Bros has experienced significant growth in recent years, driven by new store openings and increased same-store sales.
Future Projections: Analyst estimates project continued growth for Dutch Bros, driven by expansion plans and increasing brand awareness. However, these are estimates and subject to change.
Recent Initiatives: Recent initiatives include expanding into new states, enhancing the mobile app, and introducing new menu items.
Summary
Dutch Bros is a rapidly growing coffee chain with a strong brand and unique culture. The company is expanding aggressively, but faces competition from larger players. Its focus on customer experience and drive-thru convenience is a key differentiator, but it will need to maintain that in order to keep competing and growing. It is important that they manage operating costs, but the company's growth potential warrants consideration.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company SEC Filings
- Analyst Reports
- Industry Research Reports
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Investment decisions should be based on individual research and consultation with a qualified financial advisor.
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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