
Dutch Bros (BROS) reported earnings 30 days ago. What's next for the stock?
Dutch Bros Inc. operates and franchises convenience stores. The company is headquartered in Grants Pass, Oregon.
| Revenue (TTM) | $1.88B |
| Gross Profit (TTM) | $472.44M |
| EBITDA | $322.09M |
| Operating Margin | 12.90% |
| Return on Equity | 14.60% |
| Return on Assets | 3.79% |
| Revenue/Share (TTM) | $14.60 |
| Book Value | $5.79 |
| Price-to-Book | 8.00 |
| Price-to-Sales (TTM) | 4.34 |
| EV/Revenue | 3.887 |
| EV/EBITDA | 22.85 |
| Quarterly Earnings Growth (YoY) | 37.30% |
| Quarterly Revenue Growth (YoY) | 32.50% |
| Shares Outstanding | $137.94M |
| Float | $130.18M |
| % Insiders | 5.18% |
| % Institutions | 95.72% |
Volatility is currently contracting

Dutch Bros (BROS) reported earnings 30 days ago. What's next for the stock?

Dutch Bros maintains its 5-6% 2026 comp target, but tougher transaction comparisons, lower pricing and food rollout laps may temper 2H growth.

Shares of Dutch Bros Inc. (NYSE:BROS) are trading lower on Tuesday afternoon as the quick-service beverage chain faces broader macroeconomic headwinds alongside investor digestion of its latest real estate expansion strategy.

Dutch Bros Inc. NYSE: BROS has spent the past five years proving that a drive-thru, specialty drink and coffee chain can grow like a technology company.

SBUX gains an edge with stronger traffic, margin recovery and earnings revisions, while BROS faces cost and valuation pressure.

Dutch Bros' 22% monthly decline likely reflects margin and expansion concerns. Yet transaction growth, digital engagement and new-market strength support its outlook.

Coffee prices surge to six-month highs on supply concerns from Brazil and Colombia, with Super El Niño posing further upside risk into 2026–2027. Starbucks (SBUX) launches Pumpkin Spice Latte season amid intensified competition from Dutch Bros (BROS), First Watch (FWRG), Dunkin, Krispy Kreme (DNUT), and Panera.

BROS raises its 2026 outlook after strong Q2 growth, with traffic and expansion supporting sales while rising costs remain a key risk.

BROS' strong growth and transaction gains support its outlook, but a rich valuation and rising costs leave less room for execution errors.

BROS' strong traffic and unit growth face cost pressures, while the stock's pullback has improved its valuation without removing risks.
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