0955 ET - Dutch Bros is one of the few restaurants positioned for potential earnings beats in 2025 and 2026, UBS analysts say in a research note. The coffee chain has multiple drivers in place to support sustained sales growth and share gains despite a challenging macro backdrop and tough year-over-year comparisons with a strong 2024, the analysts say. Shifts in its marketing strategy have improved new customer acquisition and driven higher visit frequency from existing customers, they say. The company's loyalty program is incentivizing higher frequency and supporting share gains for some categories, the analysts say. Mobile ordering is also gaining steam and the launch of hot food offerings in 2026 should draw more morning visits, they say. (dean.seal@wsj.com)
(END) Dow Jones Newswires
March 28, 2025 09:56 ET (13:56 GMT)
Copyright (c) 2025 Dow Jones & Company, Inc.
免责声明：投资有风险，本文并非投资建议，以上内容不应被视为任何金融产品的购买或出售要约、建议或邀请，作者或其他用户的任何相关讨论、评论或帖子也不应被视为此类内容。本文仅供一般参考，不考虑您的个人投资目标、财务状况或需求。TTM对信息的准确性和完整性不承担任何责任或保证，投资者应自行研究并在投资前寻求专业建议。