Die Grafik zeigt die prognostizierten Quartalsgewinne (Bereinigter Gewinn pro Aktie, EPS) und die tatsächlich erzielten Gewinne (grün: Analystenschätzungen übertroffen, rot: Analystenschätzungen verfehlt) für den ausgewählten Zeitraum.
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Die Grafik zeigt die prognostizierten Quartalsumsätze und die tatsächlich erzielten Umsätze (grün: Analystenschätzungen übertroffen, rot: Analystenschätzungen verfehlt) für den ausgewählten Zeitraum.
Güte der Analystenschätzungen – EPS (aktueller Zeitraum)
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Revisionen der Gewinnschätzungen
EPS-Schätzungen für die Geschäftsjahre
2026, 2027, 2028.
Dutch Bros (BROS) remains a Buy after another strong quarter, with robust revenue growth and improved 2026 guidance. BROS delivered 30.7% YoY revenue growth, 8.3% same-shop sales increase, and raised 2026 targets across revenue, EBITDA, and shop openings. The company's asset-light model and strong balance sheet support aggressive expansion despite macro risks and competitive pressures.
Dutch Bros has delivered impressive growth since its 2021 IPO but remains underappreciated compared to the S&P 500's performance. BROS experienced significant volatility post-IPO, with early excitement followed by periods of investor caution. The company prioritized aggressive expansion, opening 133 new shops in 2022 and growing revenue to $739 million, despite reporting a net loss.
Starbucks is demonstrating impressive progress in its turnaround plans, and it pays a dividend with an attractive yield. Dutch Bros is growing at a fast pace and has large expansion opportunities.
Dutch Bros has a huge expansion opportunity still in front of it. The company is seeing great same-store momentum, despite a tough consumer environment.
Dutch Bros turned in another strong quarter as same-store sales surged. The company trades at a similar sales multiple to rival Starbucks, despite a much longer growth runway.
Dutch Bros is a great expansion story whose individual stores are more profitable than Starbucks' North American locations. E.l.f. Beauty has a huge distribution opportunity in front of it.