DUTCH BROS (BROS STOCK): PULL THE TRIGGER? 4Q EARNINGS
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- เผยแพร่เมื่อ 10 มี.ค. 2024
- In my first video on BROS stock I warned that it was highly valued and I didn't like the risk / reward. The stock price subsequently collapsed while the underlying results have continued to improve. Is now the time to pull the trigger? A review based on 4Q 2023 earnings update.
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Overall, I'm impressed by the growth that BROS stock continues to post and I like the reacceleration of their same shop sales in the 4Q. This reflects very solid execution. What gives me pause is the lack of significant profitability and huge insider selling. Perhaps there are easier companies out there (see my prior videos on Fairfax)? That said, for compelling ideas, and real-time portfolio updates, consider www.unrivaledinvesting.com! Thank you to all the subscribers that keep this channel going!
You just love to remind us that you previously did not like BROS and it went down.
$20 an hour minimum wage
For all employees passed in California is going to hit bros hard for a minute. I’d pull out and wait for a low. The Dutch bros that opened next to my business is not doing well. I’m sure it will, but there will be some growing pains. It’s. A rough time to expand a business.
$24 cost basis here and I'm holding. I like the price I am at but I'm waiting. I'm waiting for them to tap into larger city markets and move the lines quicker.
2% position at $25, hope to buy more 👍
Two of the most powerful investors in the US are loading up. Ken Griffin and Steve Cohen. They love this stock right now.
From a customer perspective, all I can say is I would go back again 10/10 service every time.
first!!
❤
Is there a stock price range you might be more interested in taking a position?
About a billion in revenue and only 2 million in net earnings. Does that sound like a good investment to you?
Now look at their growth
@Chris-vz2kv growth doesn't mean anything if you don't receive a dime in your pocket.
It means market share… which is moat… and eventual pricing power.
Because the company is investing everything in growth. Have you looked at the balance sheet?
@djm4444 market share is not a moat. Anyone can come up with a new coffee shop or bakery. Or smoothie shop. No moat there, my friend
I've had dutch bros. The coffee is good and I love the shape of the coffee lid. The one thing I don't like is the pastries they sell and the inability to warm them up.
TDOC update please
Don’t buy
15% in my Portfolio.
Most of the videos are what you are not planning to buy.. whats a point.
To educate you on how to value stocks yourself and to incentivize you to become a subscriber if you really want to be hand-fed investments.
Going up against MCD's new CosMc’s spinoff is a huge problem
They aren't a problem. Nobody wants more mcds