Dutch Bros' $105 million agreement to acquire 65 bankrupt Salad and Go locations in the Southwest US was bested by 7 Brew's $143 million bid for 73 of the leaseholds, forcing an auction. After Dutch Bros declined to counter, the court has suggested 7 Brew is the winner, pending final approvals.
Dutch Bros' loyalty program (73% of transactions compared with around 60% at Starbucks) should help the firm deploy personalized offers and drive incremental traffic.
Dutch Bros faces intense competition from nascent beverage-focused entrants and scaled peers competing for beverage occasions and real estate. This could limit outsize comparable sales and unit growth prospects over the long run.
|
Metric
|
BROS
|
SBUX
|
QSR
|
|---|---|---|---|
Price/Earnings (Normalized) | 51.82 | 40.60 | 20.23 |
Price/Book Value | 7.62 | — | 7.00 |
Price/Sales | 3.03 | 2.95 | 3.75 |
Price/Cash Flow | 17.09 | 18.58 | 19.09 |
|
Metric
|
BROS
|
SBUX
|
QSR
|
|---|---|---|---|
Quick Ratio | 1.11 | 0.50 | 0.81 |
Current Ratio | 1.33 | 0.76 | 1.01 |
Interest Coverage | 6.54 | 6.32 | 5.11 |
|
Metric
|
BROS
|
SBUX
|
QSR
|
|---|---|---|---|
Return on Assets (Normalized) | 4.94% | 10.62% | 7.09% |
Return on Equity (Normalized) | 21.71% | — | 50.15% |
Return on Invested Capital (Normalized) | 8.74% | 20.86% | 10.53% |
|
1-Day Chart
|
Name
|
Price
|
Morningstar Rating for Stocks
|
Capital Allocation
|
Economic Moat
|
Market Cap
|
|---|---|---|---|---|---|---|
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MCD
| LOCK|bW^?!>>m | LOCK|$j | $182B | |||
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SBUX
| LOCK|!Q<#p$Z^ | LOCK|!?f | $113B | |||
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CMPGY
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CMG
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YUM
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QSR
| LOCK|N#TLl$d | LOCK|!z&@ | $28B | |||
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DRI
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YUMC
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DPZ
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United States