Dutch Bros' $105 million agreement to acquire 65 bankrupt Salad and Go locations in the Southwest US was bested by 7 Brew's $143 million bid for 73 of the leaseholds, forcing an auction. After Dutch Bros declined to counter, the court has suggested 7 Brew is the winner, pending final approvals.
Dutch Bros' loyalty program (73% of transactions compared with around 60% at Starbucks) should help the firm deploy personalized offers and drive incremental traffic.
Dutch Bros faces intense competition from nascent beverage-focused entrants and scaled peers competing for beverage occasions and real estate. This could limit outsize comparable sales and unit growth prospects over the long run.
|
Metric
|
BROS
|
MCD
|
SBUX
|
|---|---|---|---|
Price/Earnings (Normalized) | 45.42 | 18.47 | 38.89 |
Price/Book Value | 6.67 | — | — |
Price/Sales | 2.65 | 5.97 | 2.83 |
Price/Cash Flow | 14.98 | 15.27 | 17.79 |
|
Metric
|
BROS
|
MCD
|
SBUX
|
|---|---|---|---|
Quick Ratio | 1.11 | 0.82 | 0.50 |
Current Ratio | 1.33 | 1.08 | 0.76 |
Interest Coverage | 6.54 | 7.84 | 6.32 |
|
Metric
|
BROS
|
MCD
|
SBUX
|
|---|---|---|---|
Return on Assets (Normalized) | 4.94% | 14.95% | 10.62% |
Return on Equity (Normalized) | 21.71% | — | — |
Return on Invested Capital (Normalized) | 8.74% | 19.07% | 20.86% |
|
1-Day Chart
|
Name
|
Price
|
Morningstar Rating for Stocks
|
Capital Allocation
|
Economic Moat
|
Market Cap
|
|---|---|---|---|---|---|---|
| McDonald's Corp
MCD
| LOCK|wh%&Bfq% | LOCK|$k! | $164B | |||
| Starbucks Corp
SBUX
| LOCK|nhX&RDy | LOCK|$@m | $108B | |||
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CMPGY
| LOCK|#qPxs^m | LOCK|B#<@V | $50B | |||
| Chipotle Mexican Grill Inc
CMG
| LOCK|Km!NJ^$p | LOCK|<Y | $41B | |||
| Yum Brands Inc
YUM
| LOCK|V!V$?Q< | LOCK|#< | $37B | |||
| Restaurant Brands International Inc
QSR
| LOCK|^wvkvT | LOCK|F>&%S | $24B | |||
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DRI
| LOCK|yj#SY# | LOCK|!%R& | $22B | |||
| Yum China Holdings Inc
YUMC
| LOCK|$?sy<$x | LOCK|G^f | $14B | |||
| Texas Roadhouse Inc
TXRH
| LOCK|$S?%<bPr | LOCK|b<&V | $10B | |||
| Domino's Pizza Inc
DPZ
| LOCK|?#Y^^%B | LOCK|F< | $10B |
United States