Dutch BrosBROS
About: Dutch Bros Inc is an operator and franchisor of drive-thru coffee shops that are focused on serving hand-crafted beverages. The company's hand-crafted beverage-focused lineup features hot and cold espresso-based beverages, cold brew coffee products, proprietary energy drinks, tea, lemonade, smoothies and other beverages. The company has two reportable operating segments Company-operated shops and Franchising. It derives maximum revenue from Company operated shops.
Employees: 26,000
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
167% more funds holding in top 10
Funds holding in top 10: 3 [Q3] → 8 (+5) [Q4]
161% more first-time investments, than exits
New positions opened: 99 | Existing positions closed: 38
59% more capital invested
Capital invested by funds: $3.33B [Q3] → $5.29B (+$1.97B) [Q4]
29% more call options, than puts
Call options by funds: $117M | Put options by funds: $90.2M
15% more funds holding
Funds holding: 344 [Q3] → 395 (+51) [Q4]
1.67% less ownership
Funds ownership: 90.44% [Q3] → 88.77% (-1.67%) [Q4]
17% less repeat investments, than reductions
Existing positions increased: 111 | Existing positions reduced: 134
Research analyst outlook
13 Wall Street Analysts provided 1 year price targets over the past 3 months
13 analyst ratings
TD Securities Agnes Lim 0 / 0 met price target | 45%upside $89 | Buy Reiterated | 28 Mar 2025 |
Wells Fargo Anthony Trainor 0% 1-year accuracy 0 / 1 met price target | 30%upside $80 | Overweight Initiated | 26 Mar 2025 |
Morgan Stanley Brian Harbour 78% 1-year accuracy 18 / 23 met price target | 34%upside $82 | Overweight Initiated | 24 Mar 2025 |
Stifel Chris O'Cull 51% 1-year accuracy 19 / 37 met price target | 39%upside $85 | Buy Maintained | 28 Feb 2025 |
JP Morgan John Ivankoe 55% 1-year accuracy 16 / 29 met price target | 30%upside $80 | Overweight Maintained | 13 Feb 2025 |
Financial journalist opinion
Based on 26 articles about BROS published over the past 30 days









