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Stock impact report

Dutch Bros targets 2,029 shops by 2029 as 2026 revenue outlook reaches $2B amid accelerated expansion [Seeking Alpha]

Dutch Bros Inc. (BROS) 
Company Research Source: Seeking Alpha
CEO Christine Barone highlighted that “Dutch Bros remains a powerful growth engine” with 2025 revenues reaching $1.64 billion, representing 28% growth, and transaction growth of 5.4% in Q4. Barone noted “16% new shop growth from 154 new shop openings” and Quick Insights The planned shop openings advance Dutch Bros toward its 2029 target of 2,029 stores and reflect management's confidence in sustained high growth and footprint expansion. Elevated coffee costs, partial food program rollout limitations, and competitive pressures could hinder margins and transaction momentum, per management and analyst concerns. Management reports strong operational and Broista satisfaction metrics, ongoing innovation, and SG&A leverage, suggesting these initiatives are contributing positively to sales growth and efficiency. Recommended For You More Trending News Show less Read more
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