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Dutch Bros Inc. BROS

Dutch Bros Inc. scores average on business quality (5.5 of 10). Here is why, in plain words, and what our sealed record shows.

Last price$38.05Oct 10, 2026
Business qualityAverage
Next earningsNov 3, 2026, after the close
Insiders, 90 daysBuying

Why it matters

  1. What Dutch Bros Inc. does

    Dutch Bros operates a drive-thru beverage chain, selling specialty coffee and drinks directly to consumers through company-operated and franchised shops. The company is rapidly expanding its footprint to scale its footprint nationwide.

  2. What it does best

    Dutch Bros outpaces peers in top-line expansion, posting revenue growth of 27.9% that beats DRI's 9.4%. This rapid scaling is driven by a loyal customer base and popular drive-thru model.

  3. The main risk

    Trading near its 52-week low, the stock faces heavy downward pressure amid concerns over valuation and execution risks in its aggressive physical expansion.

Quality, check by check

Scored against its own industry, from company filings.

ProfitabilityWeak

Operating margin lands at 10.0% with an FCF margin of 4.0%. Margins are stabilizing as capital expenditures of $290 million fund expansion, meaning profitability scales slowly.

MoatWeak

The brand secures everyday consumers through a drive-thru retail format, reflected in a bottom quartile gross margin of 28.5%. Rapid copycats are limited only by real estate availability.

GrowthFast

Revenue growth surges at 27.9%, sitting in the top decile of its sector at the 94th percentile. This engine is accelerating compared to historical figures as new shop openings multiply.

Financial healthFair

Debt-to-equity sits at 0.9, while interest coverage of 6.6x means debt servicing is manageable. Free cash flow rose to $76 million, pointing to a softer financial base getting stronger.

Insiders

Executives and directors, from SEC Form 4 filings we read ourselves. Open market trades only; grants, option exercises and pre-planned sales left out.

1 insider bought $103K on the open market.

Our sealed record on BROS

Verdicts appear here 30 days after we publish them; members see today's. Each one is in the nightly ledger, fingerprinted the night it was made.

The first sealed verdicts appear here on Oct 11, 2026.

Questions

Is BROS a good business?

Dutch Bros Inc. scores average on the Cluenex quality check (5.5 of 10), measured against its own industry. Profitability is weak, moat weak, growth fast and financial health fair.

Are insiders buying BROS?

In the last 90 days of SEC Form 4 filings: 1 insider bought $103K on the open market.

When does BROS report earnings?

Nov 3, 2026, after the close.

For members

See BROS today

  • Today's verdict on BROS, and why
  • Fair value with cautious, base and optimistic cases
  • The exact price that would change the verdict
  • Which stocks each signal names, the night it fires
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Cite this page: Cluenex, “Dutch Bros Inc. (BROS)”, https://cluenex.com/stocks/bros/, data as of Oct 10, 2026.