Dutch Bros (BROS) Falls to $34.94, Erasing Its Spring Rally

As seen on the 24/7 Wall St. homepage on November 5, 2026.

BROS Dutch Bros

5:00pm ET

New 52-week low $34.94 -6.3% vs prior low · 2026-10-12

Dutch Bros just set a new 52-week low at $34.94, taking out its October 12 floor by 6.3% and leaving the market cap at $4.7 billion. The stock traded above $73 as recently as this spring.

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Dutch Bros shares touched $34.94 on November 5, a fresh 52-week low that undercuts the October 12 floor and confirms the downtrend has not bottomed.

The stock traded above $73 in the spring, so shares have roughly halved from that peak, erasing a rally built up over the first half of the year.

Sources

BROS company overview

Mentioned: BROS

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Biggest movers · At the close 4:10pm ET

Gainers

APPAppLovin$355.27+30.7%
VERXVertex$17.61+10.6%
TMToyota$219.2+9.9%
SONYSony Group$27.48+6.0%
MSIMotorola Solutions$520.25+4.7%

Losers

BROSDutch Bros$34.39-21.7%
SNDKSanDisk$828.73-20.1%
ASXASE Technology Holding$30.02-19.9%
AAOIApplied Optoelectronics$48.1-18.9%
ALABAstera Labs$184.52-17.4%

AppLovin's 30.7% close to $355.27 topped a 380-name board where the spread ran more than 52 points, from that gain to Dutch Bros' 21.7% drop. Four other names shed at least 17%, so the damage was broad.

BROS Dutch Bros

Regular session

3:40pm ET

$34.58

-8.59% open $37.83

An 8.59% slide to $34.58 lands the day after Dutch Bros filed its Q3 2026 results with the SEC, a steep single-session cut for a $4.8 billion growth name. Where buyers step in matters more than the headline drop.

BROS Dutch Bros

Regular session

11:40am ET

$35.38

-6.45% open $37.83

The first full session after Dutch Bros filed its Q3 2026 earnings is taking 6.45% off a $4.9 billion coffee chain, down to $35.39 from a $37.83 open. For a growth name priced on store expansion, a reset this size is the market repricing that runway.

Biggest movers · On the open 9:50am ET

Gainers

APPAppLovin$351.85+29.5%
VERXVertex$18.06+13.4%
TMToyota$218.6+9.6%
SONYSony Group$28.18+8.7%
CAHCardinal Health$283.59+8.2%

Losers

BROSDutch Bros$37.27-15.1%
MELIMercadoLibre$1,537.88-11.6%
BEBloom Energy$177.57-11.4%
ASXASE Technology Holding$33.24-11.3%
CAVACava$55.22-10.6%

AppLovin opened up 29.5%, the single biggest move across 382 priority names and nearly double the next gainer. The downside is just as wide, with Dutch Bros off 15.1% and four more names down double digits.

BROS Dutch Bros

Q3 2026

Nov 4, 4:15pm ET

EPS

$0.25

est $0.25 +1.9%

Revenue

$550M

est $548M +0.3%

Systemwide same-shop customer visits rose just 0.4%, down from 4.7% a year ago, so growth is leaning on ticket and new units. Revenue still grew nearly 30% year over year, and management raised the full-year outlook to at least $2.1 billion while targeting roughly 250 new shops in 2027.

Earnings · 2026 Q3 Christine Barone CEO and President, Dutch Bros

Nov 4, 4:15pm ET

Dutch Bros continues to gain share in the high-growth beverage category. In the third quarter, we achieved our fourteenth consecutive quarter of positive same shop sales and ninth consecutive quarter of same shop customer visit growth. This is a testament to the strength of our brand, our differentiated people-led culture, and our strategic focus on expanding customer occasions.

Traffic is still carrying Dutch Bros: nine straight quarters of same-shop customer visit growth, a streak almost nobody in coffee or fast casual can match right now. For a chain still early in its buildout, sustained visit growth is the metric that justifies the unit expansion math.

Earnings · 2026 Q3 Christine Barone CEO and President, Dutch Bros

Nov 4, 4:15pm ET

The investments we've made in our people, tools, and processes over the past several years have enabled seamless execution by our teams and strengthened the foundation of our business. As we look ahead to 2027, we're building on that foundation and unlocking new growth opportunities across the business. From accelerating our pace of beverage innovation to testing new hot food platforms, enhancing digital capabilities and piloting delivery, we're creating more reasons for new and existing…

A $6.1 billion drive-thru coffee chain is about to become a food and delivery business: Barone used the third quarter call to flag hot food tests and a delivery pilot for 2027. That widens the addressable ticket well beyond beverages, and it raises execution risk on margins investors have been paying up for.

BROS Dutch Bros

Oct 12, 6:00pm ET

New 52-week low $37.28 -1.2% vs prior low · 2026-09-28

Dutch Bros just set a new 52-week low at $37.28, roughly half its $71.81 peak from June. Keep an eye on the stock.

BROS Dutch Bros

Sep 25, 6:00pm ET

New 52-week low $37.89 -1.4% vs prior low · 2026-09-23

Dutch Bros just carved out a fresh 52-week low at $37.89, 1.41% under the low it set two days earlier. The stock is roughly half its June peak of $73.31, leaving a $5.2 billion market cap and no floor established yet.

BROS Dutch Bros

Sep 15, 6:00pm ET

New 52-week low $41.98 -3.4% vs prior low · 2026-09-10

Dutch Bros marked a fresh 52-week low at $41.98, undercutting the low it set just five days earlier. The market cap now sits at $5.8 billion, roughly 42% below the June peak.