GBA Presents: THE BARE ESSENTIALS

stonedinvestor said:
Help me out brother... BROS
More...
Stoney.... near term BROS is a bit risky... but if you buy it and just forget about it, I think you'll do well.
The only thing I don't like is they forecast same store sales in the mid single digits.
When Chipotles was at this stage, same store sales were 30%+ quarter after quarter. And they beat them too.

Other than that, the growth is there. But that said, its pricey af so near term, you might see it drop below $40.

That's the best I can tell ya brother.
 
SHORT INTEREST DECLINERS


  • Estimated short interest in Ortex screen newcomer Dutch Bros (BROS) has receded this week, falling from 36% to 27.7%, while days-to-cover on the name also slipped by about 1.5 points to 4.7 – the lowest level in two months for both measures. The stock has come under some heavy insider selling this month – CEO Joth Ricci sold over $3M in stock on March 7 and Dutch Bros COO and CFO also reported incremental sales into strength last week.
I know I'm bad with months.. But those sales right before that lockup exp right?

They are probably going to murder the number! I sense UPSIDE....
 
If you don't hear from me again it's Gordon's fault.

Dutch Bros initiated with a Buy at Gordon Haskett 04/13 BROS Gordon Haskett analyst Jeff Farmer initiated coverage of Dutch Bros with a Buy rating and $64 price target. The company is "without peer" when it comes to brick and mortar value creation potential over the next five years, Farmer tells investors in a research note. The analyst believes Dutch Bros has recently reached a unit development and "value creation tipping point" and that it should deliver a multi-year run of high-teens unit growth and 35% EBITDA growth.
 
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