Dutch Bros Among the Few Restaurants Poised for Earnings Beats -- Market Talk

Dow Jones

Mar 28, 2025

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)

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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. 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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) \n</p>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  March 28, 2025 09:56 ET (13:56 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BROS","symbol_name":"Dutch Bros Inc.","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2522508599","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2522508599","pubTimestamp":1743170160,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"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. ","collect":0,"end_time":0,"defaultTopTitle":"","property":["earning"],"viewcount":null,"language":"en","relate_stocks":{"BROS":"Dutch Bros Inc."},"translate_title":"Dutch Bros是少数几家盈利有望超出预期的餐厅之一——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"BROS":1},"content_text":"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) \n\n\n  (END) Dow Jones Newswires\n\n\n  March 28, 2025 09:56 ET (13:56 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}