Dutch Bros Likely to Benefit From Food Rollout Tailwind, RBC Says

MT Newswires Live

2025/12/04

Dutch Bros' (BROS) food rollout is a potential multi-year tailwind that could drive the company's same-store sales growth in 2026, RBC Capital Markets said in a Tuesday note.

RBC analysts estimate the food rollout in 2026 could contribute upwards of 180 bps to 260 bps to same-store sales growth.

They also project the mobile order rollout will be a 112 bps headwind, implying SSS acceleration in 2026 against consensus looking for 60 bps of deceleration.

"We view food as the second key pillar (mobile order is the other) to driving AM transaction growth," the report said.

RBC raised its price target on Dutch Bros to $80 from $75 while maintaining its outperform rating.

Shares of Dutch Bros were up more than 3% in recent trading.

Price: 60.84, Change: +1.90, Percent Change: +3.22

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