DUTCH BROS (BROS STOCK): PULL THE TRIGGER? 4Q EARNINGS

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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!

unrivaled
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From a customer perspective, all I can say is I would go back again 10/10 service every time.

gittyupalice
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$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.

AndrewPeterson-nhoj
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$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.

mcca
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Two of the most powerful investors in the US are loading up. Ken Griffin and Steve Cohen. They love this stock right now.

andrewsmythe
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2% position at $25, hope to buy more 👍

Willyama
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Is there a stock price range you might be more interested in taking a position?

ACMonster
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About a billion in revenue and only 2 million in net earnings. Does that sound like a good investment to you?

kevinp
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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.

allthewayupnorth_
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Most of the videos are what you are not planning to buy.. whats a point.

vitaliyl
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Going up against MCD's new CosMc’s spinoff is a huge problem

rtorcato