Analysts Conflicted on These Consumer Cyclical Names: MGM Resorts (MGM), Dutch Bros Inc (BROS) and On Holding AG (ONON)
This article summarizes analyst ratings and price targets for three consumer cyclical companies: MGM Resorts (MGM), Dutch Bros Inc (BROS), and On Holding AG (ONON). UBS maintained a Hold rating on MGM, Jefferies reiterated a Buy on Dutch Bros Inc, and Bernstein maintained a Buy on On Holding AG. The report highlights the average price targets and potential upside for each stock based on current analyst consensus.
Dutch Bros Is Still One Of The Best Growth Stocks In The Restaurant Sector (NYSE:BROS)
Dutch Bros continues to demonstrate strong growth, exceeding expectations with significant increases in revenue and same-store sales. The company plans aggressive expansion, aiming for over 2,000 locations by 2029 and recently acquired Clutch Coffee to aid market entry. Despite some margin pressures, Dutch Bros maintains strong profitability, and an analyst projects a 33% upside due to its sustained growth and rapid store rollout.
Dutch Bros Inc. SEC 10-K Report
Dutch Bros Inc. has released its 2025 SEC 10-K report, highlighting significant financial growth with total revenues of $1,638.2 million and a net income of $117.3 million. The report details the company's expansion to 1,136 shops across 25 states, driven by its unique drive-thru model and popular Dutch Rewards loyalty program. Dutch Bros aims for continued high growth through new shop openings, enhanced customer engagement, and product offerings, while addressing risks such as evolving consumer preferences and intense competition.
Dutch Bros Inc. Reports Fourth Quarter and Fiscal Year 2025 Financial Results
Dutch Bros Inc. reported strong financial results for the fourth quarter and full fiscal year 2025, achieving 29.4% revenue growth in Q4 and 27.9% for the full year. The company saw significant increases in system same shop sales and Adjusted EBITDA, reinforcing its path of sustainable and profitable growth. Dutch Bros also provided optimistic guidance for 2026, projecting continued revenue growth and shop expansion.
What's Driving the Market Sentiment Around Dutch Bros Inc?
Dutch Bros Inc. (NYSE: BROS) has seen a significant increase in its short interest, with 11.39% of its regular shares now sold short, up 11.01% since its last report. This indicates a growing bearish sentiment among investors, as it would take traders 2.13 days to cover their short positions. Moreover, Dutch Bros' short interest is higher than the average of its peers, which stands at 10.29%, further highlighting increased investor caution around the company.
Dutch Bros Index Addition Highlights Growth Prospects And Valuation Trade Offs
Dutch Bros (NYSE: BROS) is being added to the S&P MidCap 400 index, increasing its visibility to institutional investors. This inclusion, while not changing fundamentals, highlights key considerations for investors such as the company's high P/E ratio, revenue, net income, and recent stock momentum despite being below analyst target prices. Investors should also note the identified risk of significant insider selling.
Dutch Bros (BROS) Is Down 6.1% After Citi Coverage Highlights Youthful Brand Momentum And Expansion Plans – Has The Bull Case Changed?
Dutch Bros (BROS) shares dropped by 6.1% despite Citi initiating coverage with praise for its strong brand momentum, young customer base, and growth plans, including expansion into retail coffee products. The article explores how this renewed focus on youth appeal and at-home products could deepen brand engagement and impact the company's investment narrative. While store openings remain crucial, the retail coffee rollout offers fresh potential for valuation justification, though high valuation implies sensitivity to execution.
Dutch Bros Expands Into At Home Coffee As Stock Pulls Back
Dutch Bros (NYSE:BROS) is expanding into the at-home coffee market by launching branded coffee pods, ready-to-drink beverages, and creamers in grocery stores and online. This move introduces a new revenue stream beyond their drive-thru locations and aims to connect with a broader customer base. While the stock has seen recent pullbacks, this strategic shift into consumer packaged goods is a significant development for the company.
Is the Market Bullish or Bearish on Dutch Bros Inc?
Dutch Bros Inc.'s short interest has decreased by 9.98% since its last report, with 12.27 million shares sold short, representing 10.64% of available shares. This decline in short interest suggests a more bullish sentiment among investors towards the company, as it would take traders 4.04 days to cover their short positions. When compared to its peers, Dutch Bros Inc. has less short interest, indicating a relatively favorable market perception.
Precision Trading with Dutch Bros Inc. Class A (BROS) Risk Zones
This article from Stock Traders Daily provides a detailed analysis of Dutch Bros Inc. Class A (BROS), highlighting a positive near-term sentiment that may shift and a mid-channel oscillation pattern. It outlines an exceptional 47.2:1 risk-reward setup targeting a 13.8% gain with minimal risk, and presents institutional trading strategies for different risk profiles, including position trading, momentum breakout, and risk hedging. The analysis is supported by AI-generated signals and multi-timeframe signal analysis indicating support and resistance levels.
Technical Reactions to BROS Trends in Macro Strategies
This article provides a technical analysis of Dutch Bros Inc. Class A (NASDAQ: BROS), identifying a positive near-term sentiment with a potential shift to broader weak alignment. It highlights an exceptional risk-reward setup targeting a 15.0% gain versus 0.3% risk, along with institutional trading strategies for long, breakout, and short positions. The analysis also includes a multi-timeframe signal analysis indicating varying signal strengths across different time horizons.
A Look At Dutch Bros (BROS) Valuation As New Breakfast Drinks Roll Out Nationwide
Dutch Bros (BROS) has launched new breakfast drinks nationwide, aiming to boost morning traffic. Despite strong recent share price performance, Simply Wall St suggests BROS is overvalued based on its high P/E ratio of 129.4x compared to industry averages, even though their narrative fair value suggests it's 18% undervalued. The company's focus on specialty beverages, operational control, and aggressive earnings growth underpins the "undervalued" narrative, but rising labor costs and market saturation pose risks.
The Bull Case For Dutch Bros (BROS) Could Change Following New Creamers And Breakfast Pilot Rollout
Dutch Bros (BROS) is expanding its business with new retail coffee creamers and a breakfast pilot program. The success of the breakfast rollout, which will expand to 160 stores by late 2025 and systemwide in 2026, is crucial as it could significantly impact average ticket size and morning sales, strengthening the company's growth trajectory. While the company forecasts substantial revenue and earnings growth, execution risks related to new menu innovation and store rollouts remain.
Trading the Move, Not the Narrative: (BROS) Edition
This article provides an in-depth analysis of Dutch Bros Inc. Class A (NASDAQ: BROS), identifying a neutral near-term outlook with a mid-channel oscillation pattern. The analysis highlights an exceptional risk-reward short setup targeting 13.2% downside against a minimal 0.3% risk, along with specific trading strategies for different risk profiles. It also breaks down multi-timeframe signal analysis, including support and resistance levels for near, mid, and long-term horizons, generated by AI models.
Behavioral Patterns of BROS and Institutional Flows
This article analyzes the behavioral patterns and institutional flows for Dutch Bros Inc. Class A (NASDAQ: BROS), identifying a mid-channel oscillation pattern and a strong risk-reward short setup. It details three distinct AI-generated trading strategies—Position, Momentum Breakout, and Risk Hedging—tailored for different risk profiles and holding periods, along with multi-timeframe signal analysis. The analysis suggests that if near and mid-term strong sentiment holds, it could extend to the long term.
KeyBanc Bets Big: Dutch Bros Stock Set for Expansion Driven Surge
Dutch Bros (BROS) stock is experiencing a significant surge, trading up by 4.37% due to positive market sentiment and strategic growth initiatives, as reported on December 17, 2025. KeyBanc's Overweight rating and RBC's "top pick" status highlight the company's strong financials, attractive unit economics, and effective drive-thru model, which resonate well with younger consumers. With anticipated expansion and new initiatives like breakfast rollouts in 2026, analysts foresee continued revenue growth and an $80 price target horizon for the company.
(BROS) Movement Within Algorithmic Entry Frameworks
This article analyzes Dutch Bros Inc. Class A (NASDAQ: BROS) using algorithmic entry frameworks. It highlights strong near and mid-term sentiment, a mid-channel oscillation pattern, and an exceptional risk-reward short setup. The analysis provides specific entry, target, and stop-loss levels for different trading strategies, including position trading, momentum breakout, and risk hedging, based on AI-generated signals.
DM individual aggregator sells $52.8 million in Dutch Bros stock By Investing.com
DM Individual Aggregator, LLC, a significant owner of Dutch Bros Inc. (NYSE:BROS), sold nearly $52.8 million worth of Class A Common Stock over two days in late November 2025. These sales, executed under a pre-arranged 10b5-1 trading plan, involved 947,934 shares at prices ranging from $52.9467 to $57.4156. Following these transactions, the entity now directly owns 9,817 shares of Dutch Bros Inc.
Dutch Bros exec. chairman Boersma sells $136.9 million in stock
Travis Boersma, Executive Chairman of Dutch Bros Inc. (NYSE:BROS), sold over $136.9 million worth of Class A Common Stock across November 24 and 25, 2025, through pre-arranged trading plans. Despite the large sale, Dutch Bros recently surpassed analyst expectations for Q3 2025 earnings and revenue, raising its full-year revenue guidance. The stock is currently trading above InvestingPro's Fair Value estimate, suggesting potential overvaluation, though analysts like UBS maintain a "Buy" rating.
DM trust aggregator sells Dutch Bros (BROS) stock worth $84 million
DM Trust Aggregator, LLC, a major owner of Dutch Bros Inc. (NYSE:BROS), has sold 1,323,326 shares of Class A Common Stock for approximately $84 million on November 24 and 25, 2025. These sales occurred despite a recent 14.2% gain in Dutch Bros' stock price and strong Q3 2025 earnings which surpassed analyst expectations. The transactions were executed automatically via a Rule 10b5-1 trading plan adopted in November 2024.
DM trust aggregator sells Dutch Bros (BROS) stock worth $84 million By Investing.com
DM Trust Aggregator, LLC, a significant owner of Dutch Bros Inc. (NYSE:BROS), has sold 1,323,326 shares of Class A Common Stock for approximately $84 million on November 24 and 25, 2025. These transactions were executed via a Rule 10b5-1 trading plan. Despite the stock appearing overvalued with a high P/E ratio, Dutch Bros recently surpassed Q3 2025 analyst expectations for both EPS and revenue, and raised its 2025 revenue guidance.
Dutch Bros exec. chairman Boersma sells $136.9 million in stock By Investing.com
Travis Boersma, Executive Chairman of Dutch Bros Inc., sold over $136.9 million worth of Class A Common Stock across two days in November 2025, executed under Rule 10b5-1 trading plans. Despite these significant sales, occurring at prices ranging from $52.9467 to $57.4156 and near the stock's current trading price of $58.84, the company recently reported strong Q3 2025 earnings, surpassing analyst expectations for both EPS and revenue, and raising its 2025 revenue guidance. Analysts have mixed ratings, with UBS maintaining a Buy while Piper Sandler lowered its price target but kept a Neutral rating.
DM trust aggregator sells Dutch Bros (BROS) stock worth $84 million
DM Trust Aggregator, LLC, a significant owner of Dutch Bros Inc. (NYSE:BROS), sold over 1.3 million shares of Class A Common Stock for approximately $84 million in late November 2025, executed via a Rule 10b5-1 trading plan. These sales occurred as Dutch Bros' stock reached $58.84, showing a 14.2% gain over the week, despite InvestingPro analysis suggesting it's overvalued. The transactions follow Dutch Bros reporting strong Q3 2025 earnings, surpassing analyst expectations for EPS and revenue, and raising its 2025 revenue guidance.
DM individual aggregator sells $52.8 million in Dutch Bros stock By Investing.com
DM Individual Aggregator, LLC, a significant owner of Dutch Bros Inc. (NYSE:BROS), sold 947,934 shares of Class A Common Stock for approximately $52.8 million across November 24 and 25, 2025. These sales were executed under a pre-arranged 10b5-1 trading plan, with prices ranging from $52.9467 to $57.4156 per share. Following these transactions, DM Individual Aggregator directly holds 9,817 shares of Dutch Bros Inc.
DM individual aggregator sells $52.8 million in Dutch Bros stock
DM Individual Aggregator, LLC, a major owner of Dutch Bros Inc. (NYSE:BROS), sold 947,934 shares of Class A Common Stock for approximately $52.8 million on November 24 and 25, 2025. These sales were executed under a pre-arranged 10b5-1 trading plan, with prices ranging from $52.9467 to $57.4156. The news coincides with Dutch Bros reporting strong third-quarter 2025 earnings and raising its 2025 revenue guidance, despite retaining EBITDA guidance due to cost pressures.
Dutch Bros reports third quarter revenues of $423.6 million, up 25.2% YoY
Dutch Bros reported third-quarter 2025 revenues of $423.6 million, a 25.2% increase year-over-year, alongside strong systemwide same-shop sales growth of 5.7% (7.4% for company-operated shops). The company opened 38 new shops and marked its fifth consecutive quarter of positive transaction growth, leading to raised full-year guidance for total revenues and same-shop sales. These results highlight the effectiveness of their growth strategy and confidence in their long-term trajectory.
Dutch Bros (NYSE: BROS) schedules earnings call for Nov. 5 at 5 p.m. ET with webcast
Dutch Bros Inc. (NYSE: BROS) announced that it will host a conference call and webcast on Wednesday, November 5, 2025, at 5:00 p.m. ET to discuss its financial results for the third quarter ended September 30, 2025. CEO Christine Barone and CFO Joshua Guenser will lead the call, with results being reported after market close on the same day. Interested parties can access the webcast via the company's investor relations website.
Dutch Bros Inc. Reports Third Quarter 2025 Financial Results
Dutch Bros Inc. reported strong financial results for the third quarter of 2025, with a 25% increase in revenue and 5.7% system same shop sales growth, marking its fifth consecutive quarter of positive transaction growth. The company raised its full-year guidance for total revenues and same shop sales growth, reflecting confidence in its differentiated strategy and continued expansion. Dutch Bros also highlighted the elevated productivity of new shops and record-high systemwide AUVs, projecting 160 new shop openings for 2025 and 175 for 2026.
How Dutch Bros Inc. Class A (BROS) Affects Rotational Strategy Timing
Dutch Bros Inc. Class A (BROS) is showing conflicting sentiment across different time horizons, suggesting choppy market conditions. Stock Traders Daily's AI models have generated multiple trading strategies, including position trading, momentum breakout, and risk hedging, to navigate this environment. The analysis highlights a significant risk-reward setup, targeting an 18.5% gain versus 0.3% risk.
Dutch Bros Inc. SEC 10-K Report
Dutch Bros Inc. has released its 2024 10-K report, revealing significant financial and operational achievements including total revenues of $1,281.015 million, driven by expansion and improved profitability. The company plans continued high-growth by opening new shops, expanding product offerings, and investing in customer experience, while addressing market, operational, and supply chain risks. Strategic initiatives include expanding mobile ordering, leadership changes, and active capital management to support its growth trajectory.
Dutch Bros. (BROS) Soars 21.6% on Revenue Upgrade, Earnings Blast
Dutch Bros. (BROS) saw a significant stock price increase of 21.6% after reporting strong third-quarter results. The company exceeded revenue and earnings expectations and raised its full-year revenue outlook, leading to positive analyst sentiment. This performance highlights the company's robust growth and increasing profitability.
Dutch Bros Coffee joins Southpointe at Folsom Ranch development
Dutch Bros Coffee is set to become a part of the Southpointe at Folsom Ranch development in Folsom, California. This new location will be part of a larger project, which is expected to feature both retail and medical buildings. The announcement was made by LRE & Co., the developers of Southpointe at Folsom Ranch.
(BROS) and the Role of Price-Sensitive Allocations - news.stocktradersdaily.com
This article provides an AI-driven analysis for Dutch Bros Inc. Class A (NASDAQ: BROS), highlighting strong near-term sentiment while noting no clear price positioning signal and elevated downside risk. It presents various institutional trading strategies (Long, Breakout, Short) with specific entry, target, and stop-loss zones, along with a multi-timeframe signal analysis covering near, mid, and long-term horizons for support and resistance levels.
Dutch Bros Coffee brewing location on Illinois Road - WANE 15
This article confirms that Dutch Bros Coffee is planning to open a new location on Illinois Road. Further details about the development and opening timeline are expected. The news indicates an expansion of the coffee chain into this area.
Dutch Bros looks to add Fairborn location - WDTN.com
The article indicates that Dutch Bros is planning to open a new location in Fairborn. The presented content is a preliminary page requesting human verification, suggesting the full article details are behind this gateway.
Dutch Bros (BROS) Stock Is Up, What You Need To Know - Barchart.com
Shares of Dutch Bros (BROS) rose after CNBC's Jim Cramer expressed positive sentiment, suggesting the stock's recent decline created a buying opportunity, despite its high price-to-earnings multiple. Cramer highlighted the coffee chain's expansion from a regional to a national brand, framing it as a long-term investment. The stock experienced significant volatility but its third-quarter earnings last year, which surpassed expectations and increased guidance, indicate strong customer engagement and profitable growth, including new menus and the Dutch Rewards program.
Dutch Bros Coffee to open first location in the Upstate
Dutch Bros Coffee, a popular drive-thru coffee chain, is expanding into Upstate South Carolina with its first location set to open in Greenville at 3103 N Pleasantburg Drive before the end of the year. Founded in Oregon in 1992, Dutch Bros now operates over 1,000 locations across 22 states, offering a diverse menu of handcrafted beverages. The article also includes various local news updates from the Upstate region.
Dutch Bros opening Wednesday in Butler Township
The first Dutch Bros coffee shop in the Miami Valley is set to open on Wednesday, September 10th, in Butler Township. The West Coast-based beverage shop will operate seven days a week, offering a variety of drinks including specialty coffee, smoothies, and teas. This opening follows a prior announcement of their plans to expand into the area, with additional locations expected near the University of Dayton and in Clermont County.
Jim Cramer on Dutch Bros: “I Like This Stock so Much”
Jim Cramer expressed a strong liking for Dutch Bros (NYSE: BROS), despite advising a caller to wait for a potential dip before buying due to its current valuation of $63. He highlighted the company's expansion efforts but also referenced Starbucks' strong seasonal products, suggesting Starbucks might be a better current play. The article also mentions that while BROS has potential, AI stocks may offer higher returns in a shorter timeframe.
Jump Financial LLC Raises Stock Position in Dutch Bros Inc. $BROS
Jump Financial LLC increased its stake in Dutch Bros Inc. (NYSE:BROS) by 47.3% in the first quarter, now holding 223,771 shares valued at $13.82 million. This move is supported by strong institutional investor interest, with over 85% of Dutch Bros' stock owned by such entities. The company recently reported robust financial results, including a 28% jump in quarterly revenue to $415.81 million and an EPS of $0.26, exceeding analyst expectations.
This Insider Has Just Sold Shares In Dutch Bros
Travis Boersma, Co-Founder & Executive Chairman of Dutch Bros (NYSE:BROS), recently sold US$43m worth of shares at an average price of US$64.60, reducing his total holding by 17%. While this is a significant sale, it occurred at around the current share price, mitigating major concern that shares were offloaded at a lower value. Despite the insider selling, Dutch Bros maintains high insider ownership (3.8%) and is noted for being profitable and growing.
Kohr Explores: How your daily Dutch Bros Friday fix can help grant wishes
Dutch Bros is partnering with Make-A-Wish on Friday, August 23rd, where $1 from each drink sold will go towards granting wishes for children with critical medical conditions. Reporter Kohr Harlan visited a Portland Dutch Bros location to highlight how customers can contribute to this cause.
Dutch Bros: Formidable Traffic Acceleration In A Tough Economy (Rating Upgrade)
Dutch Bros (BROS) is experiencing significant market share gains and accelerating traffic, outperforming the restaurant sector despite a challenging economic environment. The company recorded 4% traffic growth in Q2, while its competitor Starbucks (SBUX) saw a 2% decline in its North American traffic. A new CPG line launch is anticipated in 2026, offering additional growth opportunities, though the stock's current valuation of approximately 38x adjusted EBITDA after a strong rally suggests caution, leading to a rating upgrade to neutral.
Something’s brewing in Bay County; Dutch Bros coffee shop coming to Panama City
Panama City is set to get its first Dutch Bros coffee shop, located on Highway 77 where a former Burger King stood. The building has been demolished, and a sign confirms the new establishment, marking its first Panhandle location. Dutch Bros, known for various coffee and other beverages, has been expanding from the West Coast into states like Alabama and Central Florida, though a specific opening date for the Panama City store has not yet been announced.
Live: Will Dutch Bros. (BROS) Soar After Q2 Earnings Today?
This article provides live coverage of Dutch Bros' Q2 2025 earnings report, detailing analyst expectations, actual results, and investor reactions. Dutch Bros reported a significant beat on both revenue and adjusted EPS, leading to a positive market sentiment and a raised full-year guidance. Key highlights include strong same-shop sales growth, margin expansion, and successful new shop openings.
Dutch Bros to open Summerville coffee shop Thursday
Dutch Bros Coffee is scheduled to open its first South Carolina location in Summerville on Thursday at 101 Angus Drive. This popular drive-thru chain from Oregon offers a variety of beverages including specialty coffee, smoothies, teas, and their exclusive Rebel energy drink. Until now, South Carolina residents had to travel to Georgia, Tennessee, or Florida to enjoy Dutch Bros' products.
DUTCH BROS SHAREHOLDER ALERT BY FORMER LOUISIANA ATTORNEY GENERAL: KAHN SWICK & FOTI, LLC REMINDS INVESTORS WITH LOSSES IN EXCESS OF $100,000 of Lead Plaintiff Deadline in Class Action Lawsuit Against Dutch Bros Inc. - BROS
Kahn Swick & Foti, LLC (KSF) and former Louisiana Attorney General Charles C. Foti, Jr. are reminding investors of Dutch Bros Inc. (NYSE:BROS) who suffered losses exceeding $100,000 that the lead plaintiff deadline for a securities class action lawsuit is May 1, 2023. The lawsuit alleges that Dutch Bros and its executives failed to disclose material information between March 1, 2022, and May 11, 2022, leading to significant stock drops after disappointing Q1 2022 financial results were announced. Investors who purchased securities during this period are encouraged to contact KSF to discuss their legal rights.
Popular coffee chain opening first Gilroy location
Dutch Bros, a popular coffee chain originating from Oregon, is scheduled to open its first location in Gilroy, California, in the third quarter of 2025. This expansion will bring a new coffee option to the South Bay city, which currently has seven Starbucks locations. The chain is known for specialty coffee, smoothies, energy drinks, and nitrogen-infused cold brew.
Atwater’s first Dutch Bros to open
Atwater, California is set to welcome its first Dutch Bros coffee shop on Wednesday. The company, which originated in Oregon in 1992 and began franchising in 2000, is excited to serve the Atwater community. The new location will operate Sunday through Thursday from 5 a.m. to 10 p.m. and Friday through Saturday from 5 a.m. to 11 p.m.
Dutch Bros posts total revenues of $355.2 million in Q1, 30 new shops opened
Dutch Bros reported strong financial results for the first quarter of 2025, with total revenues increasing by 29.1% to $355.2 million and opening 30 new shops. The company saw robust system same-shop sales growth of 4.7% and anticipates its 2025 financial guidance, including total revenues and adjusted EBITDA, to trend towards the upper half of its previously communicated ranges. This performance reflects continued brand strength and effective growth strategies.
