Andrew Charles, TD Cowen analyst, said in a latest program on CNBC that Dutch Bros is his favorite stock in the fast causual restaurant industry. Here is what the analyst said:
“We like that this company has been executing well and has had the cleanest story of 2025, combined with the food rollout they’re doing and other developments in the restaurant industry.”
Artisan Small Cap Fund stated the following regarding Dutch Bros Inc. (NYSE:BROS) in its Q1 2025 investor letter:
“Along with Dayforce, we ended our investment campaigns in MYR Group and Dutch Bros Inc. (NYSE:BROS) during the quarter. Dutch Bros operates and franchises quick-service retail shops that serve customizable hand-crafted beverages. The operating model centers around a highly efficient, drive-thru shop format focused on product quality, speed and service. Our thesis is driven by the company’s footprint penetration growth strategy, which is supported by attractive unit-level cash-on-cash returns, as it expands into existing markets and enters new markets. Shares rallied over our holding period, and we exited the position due to our valuation discipline.”
While we acknowledge the potential of BROS as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock.
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