Dutch Bros vs Starbucks

Explore a detailed comparison between Dutch Bros Inc. and Starbucks Corporation. This analysis examines their respective business models, financial performance, and broader market context, providing insights into their positions within the competitive beverage industry. Educational content, not financial advice.

Explore a detailed comparison between Dutch Bros Inc. and Starbucks Corporation. This analysis examines their respective business models, financial performance, and broader market context, providing i...

Comparison Snapshot

Key Financial Metrics

BROS

Metric

SBUX

$9.69B

Market Cap

$109.54B

31.35%

Potential Profit

-1.11%

Buy

Analyst Rating

Buy

Why It's Moving

Starbucks Stock Charges Ahead of Q1 Earnings and Investor Day, Eyeing Turnaround Momentum.

Shares jumped 1.87% to $97.62 in the latest session, marking a 13% monthly rise that beats the retail sector amid constructive Wall Street sentiment.
Q1 revenue eyed at $9.63-9.64 billion, up over 2% YoY, fueled by US delivery growth, loyalty program upticks, and international expansion via China partnership.
Earnings expected to dip to $0.58-0.59 per share due to high coffee costs and tariffs, but analysts lean 'Buy' with hopes for sustained transaction pickup.

Sentiment:

🐃Bullish

Starbucks Stock Charges Ahead of Q1 Earnings and Investor Day, Eyeing Turnaround Momentum.

Shares jumped 1.87% to $97.62 in the latest session, marking a 13% monthly rise that beats the retail sector amid constructive Wall Street sentiment.
Q1 revenue eyed at $9.63-9.64 billion, up over 2% YoY, fueled by US delivery growth, loyalty program upticks, and international expansion via China partnership.
Earnings expected to dip to $0.58-0.59 per share due to high coffee costs and tariffs, but analysts lean 'Buy' with hopes for sustained transaction pickup.

Sentiment:

🐃Bullish

Investment Analysis

Dutch Bros

BROS

Pros

Dutch Bros exhibits robust same-store sales growth through its drive-thru model and digital engagement.
Company anticipates 24.2% sales growth and 27.6% EPS increase in 2026 per consensus estimates.
Stock has outperformed industry with 4.7% year-to-date gain amid sector decline.

Considerations

Elevated P/E ratio of 129x exceeds industry average of 22.81x and fair value estimate.
DCF analysis indicates 37.1% overvaluation relative to intrinsic value of $46 per share.
Higher volatility at 14.91% signals greater price fluctuation risk than peers.

Starbucks

SBUX

Pros

Established global brand supports steady dividend yield of 2.75% over trailing twelve months.
Ongoing operational reset targets U.S. transaction recovery and international expansion.
Lower volatility of 12.09% offers relatively more stable price performance.

Considerations

Persistent U.S. traffic weakness hampers transaction momentum and margin recovery.
Stock has declined 12% over past 12 months, underperforming Dutch Bros significantly.
Earnings estimates reflect softening trends amid operational challenges and slower recovery.

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