← Russell 3000 cross-section

BROS Dutch Bros Inc.

Trailing twelve months to 2026-06-30 · as filed 2026-08-06, not restated
Consumer Disc

Scale

Market cap
$8.9bn
Revenue TTM
$1.9bn
Net income TTM
$92m
Free cash flow
$95m
Composite score
38.5
Sector rank
#773

Valuation

P / E
96.6
EV / EBITDA
28.1
EV / sales
4.7
FCF yield
1.07%
Earnings yield vs 10-yr
-3.69pp

Earnings yield vs 10-yr compares what the business earns per pound invested against the 4.73% a 10-year US Treasury note pays for no equity risk. Negative means you are paying up front for growth not yet delivered.

Quality and growth

Net margin
4.9%
EBITDA margin
16.7%
ROE
11.6%
ROIC
24.9%
Revenue growth
29.6%

Insider activity, last 90 days

Net open-market
$-274.94m
Buyers
1
Sellers
4

Open-market purchases and sales only. Grants, option exercises, gifts and shares withheld for tax are excluded: they are how people are paid, not what they think.

What management said

Deferred revenue activity was as follows: _______________ Revenue deferred includes gift card activations, loyalty app cash loads and loyalty points/rewards earned. Revenue recognized includes redemptions of gift cards, loyalty app cash loads and rewards, as well as breakage. Beginning in 2026, complimentary birthday drinks and other promotional awards, which are not issued in connection with a purchase, have been excluded from the population of deferred revenue activity. For the six months ended June 30, 2025, complimentary birthday drinks and other promotional awards activity of revenue deferred and revenue recognized was approximately $ 49.0 million and $ 48.5 million, respectively. …Dutch Bros Inc., 10-Q, period ended 2026-06-30, filed 2026-08-06

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