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]
143% more first-time investments, than exits
New positions opened: 90 | Existing positions closed: 37
59% more capital invested
Capital invested by funds: $3.33B [Q3] → $5.28B (+$1.95B) [Q4]
30% more call options, than puts
Call options by funds: $117M | Put options by funds: $89.7M
11% more funds holding
Funds holding: 344 [Q3] → 381 (+37) [Q4]
1.97% less ownership
Funds ownership: 90.44% [Q3] → 88.47% (-1.97%) [Q4]
17% less repeat investments, than reductions
Existing positions increased: 110 | Existing positions reduced: 133
Research analyst outlook
10 Wall Street Analysts provided 1 year price targets over the past 3 months
10 analyst ratings
JP Morgan John Ivankoe 64% 1-year accuracy 21 / 33 met price target | 5%upside $80 | Overweight Maintained | 13 Feb 2025 |
Piper Sandler Brian Mullan 83% 1-year accuracy 10 / 12 met price target | 8%downside $70 | Neutral Maintained | 13 Feb 2025 |
Stifel Chris O'Cull 81% 1-year accuracy 29 / 36 met price target | 3%downside $74 | Buy Maintained | 13 Feb 2025 |
UBS Dennis Geiger 41% 1-year accuracy 9 / 22 met price target | 18%upside $90 | Buy Maintained | 13 Feb 2025 |
Baird David Tarantino 59% 1-year accuracy 13 / 22 met price target | 25%upside $95 | Outperform Maintained | 13 Feb 2025 |
Financial journalist opinion
Based on 34 articles about BROS published over the past 30 days









