NYSE · Consumer Discretionary

Dutch Bros BROS

Dutch Bros Inc., together with its subsidiaries, operates and franchises drive-thru shops in the United States. The company sells and distributes coffee, coffee-related products, and accessories. It operates through Company-Operated Shops and Franchising and Other segments.

Restaurants

Company profile

Business mix

  • The company sells and distributes coffee, coffee-related products, and accessories. It operates through Company-Operated Shops and Franchising and Other segments.
  • The company sells its products under various brands such as Dutch Bros, Dutch Bros Coffee, Dutch Bros Rebel, Dutch Bros, and Blue Rebel.
  • Dutch Bros Inc. was founded in 1992 and is based in Tempe, Arizona.

Current key questions

  • Can consumer demand, pricing, traffic, and channel execution support growth in restaurants?
  • How do input costs, promotions, inventory, and brand strength affect margins?
  • Does management convert scale, store or digital reach, and capital allocation into higher per-share value?
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 87.58 FCF 0.87% Buyback -11.95%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Baillie Gifford legacy James Anderson 0.2% $151.7M 2026-03-31

Recent trading changes over the last 4 quarters

Net buyers 0 Last 4 13F filing periods
Net reducers 1 Last 4 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $0 Estimated from net added shares
Reduction amount $40.9M Estimated from net reduced shares
Net share change / base shares -21.2% -806,473 / 3,800,684
Baillie Gifford legacy James Anderson 4 filing periods
13F 2025-06-30 Filed 2025-08-06
Minor reduction Shares -4.7% 13F value change +$13.0M
13F 2025-09-30 Filed 2025-10-31
Minor reduction Shares -3.4% 13F value change -$64.6M
13F 2025-12-31 Filed 2026-01-23
Minor reduction Shares -7.6% 13F value change +$14.7M
13F 2026-03-31 Filed 2026-05-08
Minor reduction Shares -7.3% 13F value change -$46.1M
Settlement As of 13F 2026-03-31 · Filed 2026-05-08
Base shares 3,800,684 Last 4 periods -806,473 (-21.2%) Total shares 2,994,211 Value $151.7M

Recent mentions

No public mentions.