Here's What Analysts Are Forecasting For Dutch Bros Inc. (NYSE:BROS) After Its Second-Quarter Results
It's been a mediocre week for Dutch Bros Inc. (NYSE:BROS) shareholders, with the stock dropping 18% to US$53.01 in the week since its latest second-quarter results. Results overall were respectable, with statutory earnings of US$0.28 per share roughly in line with what the analysts had forecast. Revenues of US$551m came in 4.8% ahead of analyst predictions. Following the result, the analysts have updated their earnings model, and it would be good to know whether they think there's been a strong change in the company's prospects, or if it's business as usual. So we collected the latest post-earnings statutory consensus estimates to see what could be in store for next year.
Taking into account the latest results, the current consensus from Dutch Bros' 14 analysts is for revenues of US$2.13b in 2026. This would reflect a meaningful 13% increase on its revenue over the past 12 months. Per-share earnings are expected to soar 28% to US$0.86. Before this earnings report, the analysts had been forecasting revenues of US$2.08b and earnings per share (EPS) of US$0.85 in 2026. There doesn't appear to have been a major change in sentiment following the results, other than the slight bump in revenue estimates.
See our latest analysis for Dutch Bros
Even though revenue forecasts increased, there was no change to the consensus price target of US$79.79, suggesting the analysts are focused on earnings as the driver of value creation. Fixating on a single price target can be unwise though, since the consensus target is effectively the average of analyst price targets. As a result, some investors like to look at the range of estimates to see if there are any diverging opinions on the company's valuation. There are some variant perceptions on Dutch Bros, with the most bullish analyst valuing it at US$95.00 and the most bearish at US$68.00 per share. This shows there is still a bit of diversity in estimates, but analysts don't appear to be totally split on the stock as though it might be a success or failure situation.
Of course, another way to look at these forecasts is to place them into context against the industry itself. We can infer from the latest estimates that forecasts expect a continuation of Dutch Bros'historical trends, as the 28% annualised revenue growth to the end of 2026 is roughly in line with the 28% annual growth over the past five years. Compare this with the broader industry, which analyst estimates (in aggregate) suggest will see revenues grow 9.5% annually. So it's pretty clear that Dutch Bros is forecast to grow substantially faster than its industry.
The Bottom Line
The most important thing to take away is that there's been no major change in sentiment, with the analysts reconfirming that the business is performing in line with their previous earnings per share estimates. Pleasantly, they also upgraded their revenue estimates, and their forecasts suggest the business is expected to grow faster than the wider industry. There was no real change to the consensus price target, suggesting that the intrinsic value of the business has not undergone any major changes with the latest estimates.
With that in mind, we wouldn't be too quick to come to a conclusion on Dutch Bros. Long-term earnings power is much more important than next year's profits. At Simply Wall St, we have a full range of analyst estimates for Dutch Bros going out to 2028, and you can see them free on our platform here..
Even so, be aware that Dutch Bros is showing 1 warning sign in our investment analysis , you should know about...
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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.