Dutch Bros is executing a high-growth company-operated expansion strategy, with revenue accelerating to $550.9M in 2026Q2 (up 32.5% YoY) and operating margin expanding to 12.8% from a trough of 4.6% in 2024Q4. The company's cash conversion is robust, with oper...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth accelerated to 32.5% YoY in 2026Q2, reaching $550.9M, with operating margin expanding to 12.8% from 7.7% sequentially, though gross margin remains below prior-year levels at 27.4% vs. 28.9% in 2025Q2.
Dutch Bros' transaction-driven drive-thru beverage model is a key differentiator, supporting efficient customer service and scalability.
The company's disciplined approach to franchising ensures controlled growth and brand consistency.
With over 1,000 shops and plans for ~160 openings in 2025 and ~175 in 2026, Dutch Bros has significant expansion potential.
Trailing total returns as of 9/24/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 5, 2026 | $0.33+14.0% vs $0.29 | $551M+4.8% vs $525M |
Q2 2026 May 6, 2026 | $0.16+0.0% vs $0.16 | $464M+3.3% vs $450M |
Q1 2026 Feb 12, 2026 | $0.17+70.0% vs $0.10 | $444M+4.4% vs $425M |
Q4 2025 Nov 5, 2025 | $0.19+13.6% vs $0.17 | $424M+2.4% vs $414M |
Restaurant stocks have come under pressure in 2026, with several major chains posting double-digit declines as investors assess slowing traffic trends, changing
Dutch Bros' growth is supported by shop expansion, digital adoption and higher 2026 guidance, but its premium valuation and rising costs add risk.
Dutch Bros (BROS -1.45%) is gaining market share.
Dutch Bros (BROS) reached $41.37 at the closing of the latest trading day, reflecting a -1.45% change compared to its last close.
Benchmark BROS against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Dutch Bros Inc. (BROS)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $38.43 | $4.88B | 61.00 | 27.88% | 4.87% | 9.61% | — | |
| $94.14 | $107.32B | 57.75 | 2.79% | 5.17% | — | — | |
| $71.66 | $24.86B | 30.49 | 12.23% | 13.13% | 24.24% | — | |
| $6.73 | $1.28B | 7.92 | -3.1% | 5.72% | 109% | — | |
| $13.46 | $256.73M | -3.20 | -6.75% | 2.84% | — | — | |
| $238.32 | $169.33B | 19.94 | 3.72% | 31.72% | — | — |
Dutch Bros Inc. (BROS) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Dutch Bros Inc. (BROS) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 5, 2026·SEC
May 15, 2026·SEC
May 6, 2026·SEC
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Dutch Bros Inc. (BROS) stock FAQ — growth, dividends, profitability & financials explained
Dutch Bros Inc. (BROS) reported $1.88B in revenue for fiscal year 2025. This represents a 690% increase from $238.4M in 2019.
Dutch Bros Inc. (BROS) grew revenue by 27.9% over the past year. This is strong growth.
Yes, Dutch Bros Inc. (BROS) is profitable, generating $92.4M in net income for fiscal year 2025 (4.9% net margin).
Dutch Bros Inc. (BROS) has a return on equity (ROE) of 9.6%. This is below average, suggesting room for improvement.
Dutch Bros Inc. (BROS) generated $95.0M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
