Companies /Consumer Cyclical

Dutch Bros Inc - Class A

NYSE: BROS Restaurants
$35.01
▼ $0.28 (−0.79%) today
Markets closed · 10:11pm ET

24/7 Wall St. View

Price Prediction $51.56 +46.1% Our analysts’ 12-month view: target, optimistic case, and floor. BROS price prediction → Earnings Beat +1.9% EPS vs. the estimate, revenue, and how the market reacted. BROS earnings history →

BROS at a Glance

Valuation
Market cap
$4.9B
P/E ratio
45.8
Profitability
Revenue (TTM)
$2.0B
Profit margin
5.1%
EPS (TTM)
$0.77
Price
52-week range
$33 – $74
24/7 target
$51.56
Street target
$56.58
Earnings
Next report
Feb 10, 2027
Q3 2026 EPS
$0.25
vs. $0.25 est.
+1.9%

Headquartered in Tempe, AZ Fiscal year ends December NYSE: BROS dutchbros.com

About Dutch Bros

Dutch Bros Inc. operates and franchises drive-thru specialty beverage shops in the United States, serving handcrafted, fully customizable drinks. The menu includes its exclusive Dutch Bros Rebel energy drink, Myst Energy Refresher, specialty coffee, nitrogen-infused cold brew, tea, lemonade and soda, and the company is testing hot food platforms. Founded in 1992 in Grants Pass, Oregon, it had 1,273 locations as of September 30, 2026: 960 company-operated and 313 franchised. It earns revenue mainly from company-operated shop sales, plus franchising and other revenue such as royalties and advertising fund contributions based on franchise sales. The company has been expanding its company-operated footprint through new shop openings and franchise reacquisitions, including 32 Phoenix East Valley locations reacquired in July 2026. Its digital Dutch Rewards loyalty app accounted for 74% of customer visits in Q3 2026. The company also runs the Dutch Bros Foundation for community giving. Dutch Bros uses an Up-C structure, with Dutch Bros OpCo units exchangeable into Class A common stock. Updated

Revenue by Segment · Q3 2026
  1. Company-operated shops94%
  2. Franchising and other6%

Latest Activity

the coffee war · 1y
$10K invested in each — worth today:
SBUX$13.2K1.3×
BROS$5.8K0.6×

Same $10,000 into coffee on January 2, wildly different outcomes: Starbucks turned it into $13,196 while Dutch Bros left $5,795. That is a 74-point performance gap inside one sector in a single year.

Read more
BROSDutch Bros
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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Biggest movers · At the close
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.

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BROSDutch Bros
Regular session
$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.

Read more
BROSDutch Bros
Regular session
$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.

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Biggest movers · On the open
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.

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BROSDutch Bros
Q3 2026
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.

Quarterly EPS — reported vs estimate
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Earnings · 2026 Q3Christine BaroneCEO and President, Dutch Bros
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.

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Earnings · 2026 Q3Christine BaroneCEO and President, Dutch Bros
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.

Read more
BROSDutch Bros
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.

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BROS Coverage

11:54am ET
Investing

Can Dutch Bros. Keep Brewing Up Gains?

Investors are watching Dutch Bros (NYSE: BROS | BROS Price Prediction) ahead of first-quarter results due tomorrow after the bell. The stock is down 7.15% year to date but has rallied 12.89%…

BROS
Rich Duprey
5:10pm ET
Investing

Coffee Chain Dutch Bros Climbs After Q3 Earnings Beat

Dutch Bros (NASDAQ: BROS | BROS Price Prediction) delivered a third-quarter beat on both earnings and revenue Wednesday, with the drive-thru coffee chain posting $0.19 adjusted EPS against expectations of $0.17 and…

BROS
Joel South
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Frequently Asked Questions

What does Dutch Bros do?

Dutch Bros Inc. operates and franchises drive-thru specialty beverage shops in the United States, serving handcrafted, fully customizable drinks.

What is the BROS stock price target?

24/7 Wall St.'s 12-month price target for BROS is $51.56, rated Buy. The Wall Street consensus target is $56.58. BROS price prediction →