Dutch Bros (BROS Stock) I like it! 200% Upside?
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- Опубликовано: 10 сен 2024
- Dutch Bros (BROS stock), the fast-service, fun, coffee chain, is down 50% since my last video on it. This was largely inline with my last video, and now I cover why I like it!
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Only thing I don’t like about Dutch right now is them diluting shares other than that it’s a good buy I think lines are always long at every Dutch bros in California
Got dutch bro's on my Rt.101 trip, they are amazing! Its funny because on that trip I had the worst coffee of my lifetime at a Starbucks, and then had the best coffee of my life at Dutch Bros, so much so that we re-routed the trip to stop by several more along the way lol.
Good story! Thank you for sharing 😁
Another good stock in the restaurant business that you covered is TOST. Comparable growth but better potential profitability than BROS due to it being a tech comany.
I bought 1% position at $24, been waiting 2 years to buy. I’m looking to grow position but hard to know good price. People love Dutch bros, it’s odd how popular it is when other coffee shops like them aren’t. Peter lynch says not to worry about insider selling so I try not to. Thanks for covering it 😁
Nice entry! BROS is in a good position for the future!
This is a tough one, Daniel. I agree on a relative thumbs up, but execution means everything. I remember when Starbucks was growing so fast and Mr Shultz actually had to close stores to get it right. Suppose it isn’t all about growth. Thanks for taking time to evaluate these!
That's a really great way to put it. It's a "relative thumbs up." Overall I suspect it could outperform the market, BUT if they don't execute it doesn't have the margin of safety that would make me comfortable with the downside.
When the rebel energy drink by Dutch bros hits gas stations. With their brand loyalty no one in Cali will buy Red Bull anymore. People love Dutch bros. That’s where the billions come in
Awesome video definitely put $BROS on my watchlist. Would be interesting to hear your thoughts on the new investment Elliott management have made into $MTCH as they are quite unrivalled in the dating sphere
Thanks.
What about stock based compensation? Does it seem reasonable?
All the best.
Just wait till they start selling their cold brew cans in retail and gas stations. Excited for this one :}
Not cold brew cans. They sell the Rebel which is a copy of Red Bull. That hits gas stations. With their brand loyalty no one in California will buy Red Bull anymore
so another company to take little of market share from starbucks and Mcdonald’s? What is the business moat?
PE ratio 852?
Thanks for this video. This company has been on my watch list so I appreciate the insight
We did good didn’t we bro? I made 30k on that one. Not 5 years.. 3 years. Dutch bros is one hell of a machine in California where I live. 30 minute wait minimum. The coffee isn’t that great. The way they do business is.
Would love to see you do an update on Starbucks. I think you covered them a few years ago.
Service has gone way down at every location in my area since they've gone public. I used to go regularly, now I rarely go, lines used to be long as well, now they are short or non-existent.
Interesting! Thanks for sharing.
The whole glp-1 injections must be hitting them. Fast foods and QSR as a whole have been lackluster lately. Only Shake Shack and a couple others have been booming.
Coffee stocks are really in the focus of Investors. Luckin coffee for example is also a hot idea i guess
bullish but its concerning if their only selling point is coffee.. ive been a customer since 2016/17 and they haven't really added much except for protein drinks recently. I own 30ish shares but plan to add when I see it at a more fair p/e
This looks pretty expensive, especially as consumer spending growth is expected to continue slowing. Corporate owned stores come with a lot of balance sheet risk. How's their overall leverage? Do you know anything about their supply chain to check if it's possible for them to grow to 4k+ stores without making drastic changes?
I’m considering selling a cash secured put at the $25 strike. Only need to figure out the best expiration date.
Great analysis! I cover stock like Dutch Bros on my food and restaurant stocks RUclips channel and I agree that it is a bit of hidden gem! Thanks for sharing!
I'm surprised by the power of institutions and short sellers. Dutch Bros beat both top and bottom line. Stock price is going up when market opens today and then keep going down. Wow. I shouldn't invest in small cap stock from now on then
I don’t understand the hype. Maybe it’s their other drinks but it can’t be their coffee unless people like paying 25% more than Starbucks for a McDonalds brew.
Buying Now?
Love the channel! I'm a 19 year old finance and econ student, been managing my own investment portfolio for the past 4 years or so with money saved throughout highschool/college as I've always found the stock market to be super interesting and enjoy making investment decisions for myself. What are some of your favorite books on how to find these deep value stocks? Thanks!
Have you read 'The Dhandho Investor' by Monesh Pabrai? I'm not Daniel but that book was critical to my own journey. I use the mentality taught in all aspects of my life that involve making a long term choice.
Great watch! And love the sweater, where can I get it haha?
Ha! Was a gift from my parents (Patagonia, quarter zip, Cashmere). Glad you enjoyed the video.
Please do a new vid on this?
Snacks from Dutch oven?
Not having a lobby helps. No onr can fault them for their own car.
coffee sure is getting competitive lately.
Very popular space! This is probably when BROS is aggressively going after market share!
Great video!
Thank you!
Like the fact that they sold more shares. That means later they have no loans to pay back later
Um you missed a major rival coming to the coffee market from MCD... the new CosMc’s. This is a major problem for the BROS story. Starbucks too.
Also Black Rifle Coffee, but the coffee slice of spend is increasing as a whole so probably room for all three!
Mcdonald's gonna start CosMc's and competit with Dutch Bros. That means, Dutch Bros's business model is good enough.
@@youfto Agreed! This validates Dutch Bros approach!
Stay away from this stock. The insiders have been selling off in recent days.
You can't develop coffee empires like Starbucks any more. Those days are over & coffee market is segmented geographically. There is no "Moat" around Dutch Bros. Look what happened to Lukin coffee; Jim Cramer said it would be the next Starbucks. Even Starbucks is fading away. Analyzing these kind of stocks is a waste of time. Thanks.
If product is good, and if you have competitive price, I think you can. I didn't try Dutch bros yet but even starbucks became empire with pretty mediocre coffee. They are in the business of selling sugar syrups and artificial flavors for the most part, I think they need a lot of capital to expand though. I wouldn't touch this for another couple years unless some big haircut happens
Luckin coffee failed because they were scamming investors, not even comparable, and this idea that you can't take market share because a company already exists in that sector is ridiculous. If someone makes a superior product at a better price, people will go there, no consumer has an allegiance to Starbucks or any other chain.
Wrong. Just in Texas alone, in the last 3 years they've gone from having 2 coffee shops to having over 125. It may not grow nearly as fast as Starbucks, but it's absolutely growing fast.
Luckin is actually doing great in China, again. Your information is 3 years behind
Pathetic take.
You have never been there and analyzing now???