Dutch Bros Inc. (BROS): one to watch?

Watch, not a screaming buy — the business beat estimates and raised guidance, but the crash reflects real concerns about slowing traffic, rising costs and a still-expensive stock.

👀 WATCH Fundamentals59/100

Fell 22% in 10 trading day(s) — now $51.13

Why BROS dropped

Dutch Bros beat Q2 2026 estimates and raised full-year guidance, but the stock fell ~20% because Q3 same-store sales guidance (4-5%) came in below Q2's 5.8%, coffee/occupancy costs are pressuring margins, and much of the guidance raise was mechanically due to a franchise acquisition rather than organic acceleration.

Fwd P/E 38.9Op margin 12.9%Rev growth 32.5%Debt/equity 123.8%Analyst upside 56.1%

How this scored 59/100

✅ Passes all 4 hard checks — profitable, cash-generative, and financially survivable.

✅ Makes money Net profit margin 4.9%

✅ Generates cash Free cash flow $2M

✅ Not drowning in debt Debt/equity 123.8% (limit 200%)

✅ Can pay its bills Current ratio 1.4 (needs 1+)

Bar length shows how much each metric is worth — a 10-point metric is twice as wide as a 5-point one. Hover any row for what it means.

Profitability Does it actually make money? 10/25

Operating margin 12.9% 5/9

Net profit margin 4.9% 2/8

Return on equity 14.6% 4/8

Growth Is it getting bigger, or dying? 25/25

Revenue growth 32.5% 9/9

Earnings growth 37.3% 8/8

Expected profit change 82.5% 8/8

Value Is it cheap right now? 11/25

Forward P/E 38.9 0/10

PEG ratio 1.8 4/8

Analyst target upside 56.1% 7/7

Balance sheet Will it survive? 13/25

Debt / equity 123.8% 4/10

Current ratio 1.4 2/8

Free cash flow $2M 7/7

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Analysis generated by SmartStonks's AI from public fundamentals and news, first flagged 2026-08-14. Research only — not financial advice.