Why Is Coffee Chain Dutch Bros Stock Gaining Today?
Why Is Coffee Chain Dutch Bros Stock Gaining Today?
Shares of Dutch Bros Inc (NYSE:BROS) shares are trading higher after TD Cowen analyst Andrew Charles upgraded the stock from Hold to Buy and raised the price target from $33 to $46.
荷蘭兄弟公司（紐約證券交易所代碼：BROS）的股價走高，此前道明考恩分析師安德魯·查爾斯將該股從持有上調至買入，並將目標股價從33美元上調至46美元。
On Tuesday, Dutch Bros reported quarterly earnings of 9 cents per share which beat the analyst consensus estimate of 2 cents by 350%.
荷蘭兄弟週二公佈的季度收益爲每股9美分，比分析師普遍預期的2美分高出350％。
Quarterly sales clocked in at $275.1 million, beating the analyst consensus estimate of $254.5 million by 8.09% and representing a 39.46% increase over sales of $197.27 million from the same period last year.
季度銷售額爲2.751億美元，比分析師普遍預期的2.545億美元高出8.09％，比去年同期1.9727億美元的銷售額增長了39.46％。
In the analyst's view, Dutch Bros is demonstrating traction with the turnaround that leads the analyst to believe 2024 sets up as a beat & raise year.
這位分析師認爲，荷蘭兄弟的轉機表現出了吸引力，這使分析師相信2024年是節約加薪的一年。
According to the analyst, efforts with beverage innovation, more targeted offers for the Dutch Rewards loyalty program (2/3 of transactions) & paid advertising are paying off.
根據分析師的說法，飲料創新，爲荷蘭獎勵忠誠度計劃提供更有針對性的優惠（交易的2/3）和付費廣告方面的努力正在獲得回報。
The analyst now models 2Q24-4Q24 same store sales of 4.5%, 3.5%, 3.0% from 2.7%, 2.2% & 1.8% versus. 2.9%, 2.2% & 1.5% consensus, respectively.
分析師現在估計，2Q24-4Q24 同店銷售額分別爲4.5％、3.5％、3.0％，分別爲2.7％、2.2％和1.8％，而預期分別爲2.9％、2.2％和1.5％。
The analyst conservatively estimates a 3.5% mobile order contribution to 2025 comparable sales, using Starbucks Corporation's (NASDAQ:SBUX) 2016 experience as an analog.
這位分析師以星巴克公司（納斯達克股票代碼：SBUX）2016年的經驗爲模擬，保守地估計，移動訂單對2025年的可比銷售額的貢獻爲3.5％。
Following two consecutive years of deterioration in new store sales volumes for the class of 2022 and 2023 store openings, the analyst suggests a sequential improvement in sales volumes from 4Q23 to 1Q24.
在2022年和2023年開業門店的新門店銷售量連續兩年下降之後，分析師表示，從23年第四季度到24年第一季度，銷售量連續增長。
The analyst models street-high 2024-26E adj. EBITDA of $215 million, $275 million & $350 million, which are 4%, 10% & 15% above consensus, respectively.
分析師對2024-26年經調整後的街頭高點進行了建模。息稅折舊攤銷前利潤爲2.15億美元、2.75億美元和3.5億美元，分別比市場預期高出4％、10％和15％。
The shares present an asymmetric risk/reward given the upcoming launch of mobile ordering at 50%+ of locations by 2024-end that will drive same store sales upside in 2025 and perhaps 2026, said the analyst.
分析師表示，鑑於即將在2024年底之前在50％以上的地點推出移動訂購，這將推動2025年乃至2026年同店銷售額的上升，股票呈現出不對稱的風險/回報。
Price Action: BROS shares are trading higher by 7.8% at $35.37 at last check Friday.
價格走勢：週五最後一次查看時，BROS股價上漲7.8％，至35.37美元。
Image: Chris from Pixabay
圖片：來自 Pixabay 的 Chris