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Neither_Ride3473 t1_jedrgob wrote

I don't really understand how waiting 30 minutes for a coffee is somehow a sign of a healthy company to you?

I live in Denver and I can assure you that Dutch Bros has numerous unhappy employees and even more unhappy customers. They're a far reach from what they once were and will end up no differently than any every other brand that forgot its roots.

Their new buildouts are like 5 times the size of their original builds, their original builds were supposed to be a part of their brand.

I'm not debating that the company will grow because obviously it will. The Dutch Bros you see 5 years from now will be nothing like the Dutch Bros that people loved and supported to get it to where it is today though. There are few QSR brands (if not absolutely zero) that stuck to their brand standards throughout their growth.

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Turbulent_Reporter40 OP t1_jeduqtz wrote

By the way, looking at Denver yelp. The only complaints I see are one screwed up order. The rest are all complaints about wait time. That is due to high demand.

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Neither_Ride3473 t1_jedvkr2 wrote

No one uses Yelp. Wait times are far from mutually exclusive with high demand.

99% of unhappy customers do not complain, they just don't return. Dutch Bros also doesn't belong to the generation of people that make public complaints on things like Yelp, Google Maps, etc.

Younger adults are far less likely than older adults to actually complain about a visit to a QSR. The price point and availability of competitors isn't worth the time it takes to complain. Especially when you're referring to something like a coffee shop where there is 1,000,000 others that you can visit.

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Turbulent_Reporter40 OP t1_jeds793 wrote

Oh I don’t doubt they won’t be able to sustain the organic growth the way they previously did. To scale up, you’re going to run out of managers to take from one and move into ownership, therefore more corporate stores.

I am in California so have no idea what goes on in Colorado. But I truly have never met an employee who didn’t like their job to almost a level of truly being in a cult. It’s really almost creepy. It’s sad to hear things in Colorado aren’t in keeping. I have gone to 3 new stores in Arizona. They appeared to be exactly the same, and the employees were just as psycho.

I think having a line around the block that is 30 min long is most certainly to be looked at as a sign of healthy product. Yes, I get to the same types of guys who invest in Enron and things they don’t understand but yet claim to, my view is overly simplistic and there is more to the picture. But I have never once picked a money looser in 30 years since I bought my first stock. 100% of the time I’ve been right. I am 610% up in last 3 years. Which I get is nothing compared to some of these gamblers, the difference is, I buy safe, understandable plays. I don’t gamble, and I look at nature more so than the micro factors. If you look at this stuff through the eyes of a child, You will never be taken in by a shiny scam.

I put my life savings into habit burger several years back. It had everything that I see in Dutch. To me this is a no brainer 150% in 3 year play.

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0x11C3P t1_jedsp69 wrote

If you're going to say such outrageous things, put up some credence to your words and post up your massive 100% no loss portfolio. At 100% wins over a 30 yr period should show quite the portfolio. I'm sure we, the degens of WSB, would love to see it and be in awe of your investment prowess.

Especially since you have no post history and this reads as if you're trying to pump the price as you're stuck in this investment.

Lastly, this sub is for 150% gains in a single trade. Not over a period of years.

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Turbulent_Reporter40 OP t1_jedty6x wrote

I’m not stuck in Dutch Bros. My avg cost is actually $27. Are you some type of moderator here? Do I email you pics of the statements? I’m new here.

I’m saying, 3 years will be $80 a share. And I’m sticking to that. I’m 110% sure.

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0x11C3P t1_jedudn3 wrote

Just reply to the response with an unedited and non-paper account screenshot as well as your position.

In the first place, the post of your flair says gain but you haven't closed your position nor shown it. It's more "DD" if you can even call it that.

I'm also not a mod here. There's just a lot of BS on this sub and plenty of fake accounts + posts.

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Neither_Ride3473 t1_jedt1io wrote

I'm not doubting their growth, just doubting their process in getting there. They have completely abandoned their roots and will be a completely different company in within the next 5 years.

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Turbulent_Reporter40 OP t1_jedtm1g wrote

Of course they will be different. The thing is, with no real store and customers not leaving their car, it’s pretty hard to give a store one star. Being that you never can go in to have your expectations go unmet. At least In the way you would a Starbucks with dirty bathrooms, filled with homeless people who haven’t showered in 5 weeks. If you ask me the coffee isn’t all that great…. But I believe they will have uniformity on product fairly well dialed in.

To be honest, I find the experience of going there and being basically harassed when all I want is a cup of coffee to be annoying. But, I’m not the demographic they are catering to. And it’s clear to me, they are doing a good job with what they are aiming for. Will it be the same in 3 years, absolutely not. Will it still have a line around the block, I can’t see that stopping. These kids are nuts about it.

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Neither_Ride3473 t1_jedv3mb wrote

Like I said, I don't doubt that they will grow as well as their stock price.

I do doubt that you know half as much about the company as you think you do though. I was very interested in this company until I started researching them.

First of all, they built their first eat in store like 7/8 years ago. So I don't know why you assume that they are drive up specific, because they aren't.

I also know tons of people that hop from Dutch to Dutch depending on who they may assume is working or running a shift.

The most important point I have is that they have no ethos. The business was built on an extremely low cost build out which is the size of a shed and serving a minimal amount of products. They also mandated in house progression and did theoretically zero outside hiring for seniority positions.

Inhouse progression is no longer even on their radar. They build stores that cost millions of dollars up front. They have extensive menus. They even stooped as low as franchising. They only ended franchising because franchisees were out of control and trashing the brand. I can almost guarantee you they will get back into franchising within the next 2/3 years (all in the name of growth that will further tarnish their brand)

They're just another company that bends to the will of money and will never stand the test of time.

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ExoticCard t1_jefac2y wrote

LETS SEE THIS MFKIN PORTFOLIO

POST IT UP OR GET THE FUCK OUT

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