AUG 14·SEC EDGARLow
Penegor Todd Allan purchased $103K of BROS
Penegor Todd Allan purchased 2,000 shares of Dutch Bros Inc. (BROS) at $51.56 ($0.10M total) on 2026-08-13.
StockNYSE · US · USDConsumer Cyclical · Restaurants
$BROS
Dutch Bros Inc.
Price · $BROSvia TradingView
AI sentiment · 7d7 articles
- Bullish
- 5
- Neutral
- 2
- Bearish
- 0
Insider · 30dAll trades →
- Buys
- $103K 1 txs
- Sells
- — 0 txs
Penegor Todd Allan1× · $103K
10b5-1 share of filings0%
Top stories · $BROSMore →
AUG 14·jaxdailyrecord.com
Dutch Bros planning Wildlight location | Jax Daily Record
Dutch Bros Coffee plans its first Nassau County location in the Wildlight master-planned community off Florida 200, about 2 miles east of I-95, according to an environmental resource permit application reviewed by the St. Johns River Water Management District. The civil engineer is Sloan Engineering Group. County review is pending. Dutch Bros has opened five Northeast Florida kiosks since Aug 2024.
AUG 13·investing.com
Citi Sees Energy Drinks Driving Growth for Restaurant Stocks
Citi surveyed 2,400 U.S. consumers on energy drinks in the restaurant sector, finding high interest, low brand loyalty, and growth driven by variety, newness, and customization rather than price. Citi ranks Dutch Bros (BROS), Starbucks (SBUX), McDonald’s (MCD), and Yum Brands (YUM) as positioned to benefit. The article also cites recent earnings and analyst target changes.
BROS sentiment & insider activity
Over the past 7 days, alphai's AI scored 7 news stories mentioning BROS (Dutch Bros Inc.). Coverage has skewed bullish: 5 bullish, 2 neutral, and 0 bearish.
Recent BROS coverage spans earnings, sector analysis and insider activity.
In the last 30 days, BROS insiders filed 1 SEC Form 4 transaction — 1 purchase ($103K) and no sales. The most active reporter was Penegor Todd Allan with 1 filing.
What's driving BROS
A director open-market purchase signals insider confidence, but it is not a fundamental catalyst like earnings or guidance.
New store rollout in a specific Florida county, but still pre-county review, so near-term financial impact is likely limited.
The article frames BROS as structurally advantaged in energy drinks, but it is based on a consumer survey rather than new company disclosures.
Guidance raise plus Phoenix acquisition contribution supports higher 2026 earnings power, but COGS and occupancy cost pressures were also flagged.
The key trade idea is a rebound after a recent selloff, tied to guidance raised and continued EBITDA growth visibility.
alphai scores every news story that mentions BROS with an AI model for sentiment and relevance, and aggregates insider trades from Dutch Bros Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
News on $BROS
Score
Penegor Todd Allan purchased $103K of BROS
Penegor Todd Allan purchased 2,000 shares of Dutch Bros Inc. (BROS) at $51.56 ($0.10M total) on 2026-08-13.
2 min readDutch Bros planning Wildlight location | Jax Daily Record
Dutch Bros Coffee plans its first Nassau County location in the Wildlight master-planned community off Florida 200, about 2 miles east of I-95, according to an environmental resource permit application reviewed by the St. Johns River Water Management District. The civil engineer is Sloan Engineering Group. County review is pending. Dutch Bros has opened five Northeast Florida kiosks since Aug 2024.
2 min readCiti Sees Energy Drinks Driving Growth for Restaurant Stocks
Citi surveyed 2,400 U.S. consumers on energy drinks in the restaurant sector, finding high interest, low brand loyalty, and growth driven by variety, newness, and customization rather than price. Citi ranks Dutch Bros (BROS), Starbucks (SBUX), McDonald’s (MCD), and Yum Brands (YUM) as positioned to benefit. The article also cites recent earnings and analyst target changes.
5 min read
Dutch Bros (BROS) Q2 2026 Earnings Call Transcript
Dutch Bros (BROS) reported Q2 2026 revenue of $550.9 million (+32.5% YoY) and net income of $51.6 million. Adjusted EBITDA rose 27.8% to $113.7 million, with adjusted EPS of $0.33. Systemwide same-shop sales were 5.8%. Full-year guidance was raised to revenue $2.1-$2.13B and adjusted EBITDA $385-$390M, citing Phoenix acquisition.
6 min read
Hot Picks: Three restaurant stocks positioned for stronger growth
Citi analyst Jon Tower discusses three restaurant stocks. He says McDonald’s expects U.S. same-store sales improvement from Aug. 17 energy drink launches, value initiatives, and digital efforts, with cost control via scale, supply chain, and tech. He cites Dutch Bros’ strong unit economics and raised guidance for continued expansion, and views Chipotle’s food-safety issues as likely temporary supplier-related.
6 min read
Dutch Bros Builds Growth Formula That Keeps Delivering
Dutch Bros reported its eighth straight quarter of transaction growth in Q2 and raised full-year guidance for the second time in 2024, according to the company. Q2 results included 32% revenue growth, 1,225 shops, $2.19M AUV, and 48 new openings. The firm also completed its food rollout, launched Myst, and expects at least 185 shops in 2026, with 2,029 shops targeted by 2029.
4 min readWhy the 20% Sell-Off in Dutch Bros Stock Is a Massive Opportunity
Dutch Bros (BROS) shares fell nearly 20% after its Q2 earnings as investors reacted to a slower expected same-store sales trend. Q2 revenue rose 32.5% to $550.9 million, EPS to $0.28, and adjusted EBITDA to $113.7 million. The company raised full-year revenue guidance to $2.1-$2.13 billion and EBITDA to $385-$390 million, while targeting 2,029 shops by 2029.
6 min readDutch Bros (BROS) Lifts 2026 Outlook and Buys Drive-Thrus Is Its Expansion Strategy Evolving?
Dutch Bros (BROS) reported Q2 2026 revenue of $550.85 million and net income of $37.41 million. The company raised full-year revenue guidance to $2.10–$2.13 billion. Dutch Bros also agreed to acquire up to 65 former Salad and Go drive-thru sites for $105 million to expand in Arizona, Nevada, Oklahoma, and Texas in 2027.
6 min read
Why Dutch Bros Stock Is Plummeting Lower This Week
Dutch Bros (BROS) shares fell about 20% this week after Q2 results. The company reported 32% sales and 34% net income growth, with same-shop sales up 5.8%, and raised 2026 sales guidance to about 29% growth. Investors reacted to higher capex guidance of $350 million to $370 million and a plan to acquire 65 Salad and Go locations.
4 min readDutch Bros Tops TD Cowen’s Coffee Sector Pick With $73 Price Target
TD Cowen analyst Andrew M. Charles kept a Buy rating on Dutch Bros (BROS) and set a $73 price target. The note cites raised 2026 same-store sales guidance to 5%-6%, updated revenue and adjusted EBITDA estimates, and Q2 results of $550.85 million revenue and $0.33 adjusted EPS above forecasts, despite slight same-store sales miss.
3 min read