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    Will Dutch Bros’ Hot Food Push and 2026 Store Surge Change Dutch Bros' (BROS) Narrative

    Simply Wall St·12/14/2025 16:18:23
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    • Dutch Bros recently highlighted its aggressive growth plans, including rolling out hot food items systemwide and preparing to open about 175 new shops in 2026 to support its long-term expansion strategy.
    • This push into food and continued unit growth suggests Dutch Bros is working to deepen customer engagement and broaden its revenue mix beyond beverages alone.
    • Next, we’ll examine how Dutch Bros’ planned rollout of hot food could reshape its long-term investment narrative and growth profile.

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    Dutch Bros Investment Narrative Recap

    To own Dutch Bros, you need to believe it can keep translating rapid shop growth and a convenience focused drive thru model into healthy traffic and margins. The hot food rollout and plan for roughly 175 new shops in 2026 support that thesis, but they do not change the key near term swing factors: whether new units ramp fast enough to justify the build out, and whether cost pressures, particularly labor, stay contained.

    The most relevant recent update here is management lifting 2025 revenue guidance to about US$1.61 billion to US$1.615 billion alongside roughly 5% same store sales growth. That outlook frames the hot food initiative as one piece of a broader effort to sustain sales momentum across a much larger shop base, which will matter as investors weigh the benefits of scale against the risk of over expansion.

    However, investors should also be aware that rapid unit growth can eventually collide with...

    Read the full narrative on Dutch Bros (it's free!)

    Dutch Bros' narrative projects $2.6 billion revenue and $197.4 million earnings by 2028. This requires 21.8% yearly revenue growth and about a $140 million earnings increase from $57.2 million today.

    Uncover how Dutch Bros' forecasts yield a $76.44 fair value, a 25% upside to its current price.

    Exploring Other Perspectives

    BROS 1-Year Stock Price Chart
    BROS 1-Year Stock Price Chart

    Nine fair value estimates from the Simply Wall St Community span roughly US$46 to US$85 per share, underlining how far apart individual views can be. Against that wide range, Dutch Bros’ push into hot food and a larger 2026 opening slate could be a key test of whether its growth heavy model ultimately supports the kind of earnings power some investors are penciling in.

    Explore 9 other fair value estimates on Dutch Bros - why the stock might be worth as much as 39% more than the current price!

    Build Your Own Dutch Bros Narrative

    Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.