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Investing.com - Stifel has reiterated its Buy rating and $82.00 price target on Dutch Bros Inc. (NYSE:BROS), now valued at $10.4 billion, following the coffee chain’s strong second-quarter performance. According to InvestingPro data, analysts maintain a strong buy consensus with price targets ranging from $63 to $92.
Dutch Bros delivered revenue growth of 28% to $415.8 million in Q2 2025, with system same shop sales increasing 6.1% and company-operated same shop sales rising 7.8%. Transaction (JO:NTUJ) growth was identified as the primary driver of these results. The company’s trailing twelve-month revenue reached $1.45 billion, maintaining a robust growth trajectory with a 29.8% year-over-year increase.
The company expanded its footprint by opening 31 new shops during the quarter, bringing its last-twelve-months unit expansion rate to 14%. Both gross profit and adjusted EBITDA posted strong double-digit gains.
Management has raised its full-year guidance for revenue, same shop sales, and adjusted EBITDA while maintaining confidence in its long-term growth outlook.
Stifel views Dutch Bros as a compelling concept with robust unit economics that is capitalizing on the secular trend of cold beverages and energy drinks, with significant runway for expansion that should lead to mid-teens unit growth and over 20% revenue and EBITDA growth for the foreseeable future.
In other recent news, Dutch Bros Inc. reported its second-quarter earnings for 2025, which exceeded market expectations. The company achieved an earnings per share of $0.26, surpassing the forecasted $0.18, resulting in a 44.44% surprise. Revenue also outperformed projections, reaching $416 million compared to the expected $403.14 million. These results led the company to raise its guidance, addressing investor concerns. Additionally, TD Cowen reiterated its Buy rating for Dutch Bros, setting a price target of $86. The firm highlighted Dutch Bros as its "top pick" within its coverage universe. These developments reflect strong investor confidence and positive sentiment from analysts.
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