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BROS · Dutch Bros · Consumer

Dutch Bros

Rating
Buy
Price at publication
$48.02
Target price
$76.73
Stated upside
60%
Published
28 March 2026

Thesis

Dutch Bros is a high-growth drive-thru beverage brand that leverages a unique culture and customized cold drinks to disrupt the specialty coffee market.

Key risks

  1. 01Rising coffee and dairy costs
  2. 02Execution risk in opening 181+ new shops this year
  3. 03State-level wage increases squeezing shop profitability

Price, target and upside are as stated in the report on 28 March 2026, not updated since.

Read the complete Dutch Bros report (PDF) →

Educational research. This report reflects the views of its student author as of 28 March 2026. It is not investment advice or a recommendation to buy or sell any security. Full disclaimer.