Agree. Completely agree. They are not profitable because so much is going back in. When they pause for a little bit their numbers will be insane.

Well we were smart enough to watch it and not buy. The bottom is 20 the top in my opinion is $85.

Yeah, I believe it may very well go down before up. They are aggressively charging ahead. But I believe they can’t fail.

No one uses yell lol. Young people don’t complain lol. Lol.

I do believe it very well might go down before up. My prediction is $80 in 3. It could fall as low as $20 as they plow profits back in and don’t seem profitable. There is no question to the margin on coffee though. Each store is 1.5 million out the gate in sales. Instantly profitable.

Ha that made me laugh. But star bucks does have their place. The margin can’t be questioned on coffee. I remember Dunkin’ Donuts. That one was a big money maker. But this is something else. This is very different. It isn’t really a competitor for the same customer.

Well Dutch does have many 20 year old girls if you’re into that. But they also aren’t gross like your place

200% increase. The money is going into new stores. Yes they are plowing insane amounts in. I assure you there is no issue with actual profits.

I disagree.

Go there and check it out. I’m telling you man, the way they do business is 5 stars. I don’t actually like their coffee. The home made Red Bull drinks are ok. I like making money and even 5 years later the line has never slowed down at the local store.

Yes and I am as well, but these stupid kids will not stop with Dutch bros man

They can only pour coffee so fast. With the amount of demand it would be pretty stupid to short, yes I do believe it will go down before it goes up. It costs money to set yourself up. Especially if you are doing it with your own funds. Look at shares outstanding. They are pouring money into it to be successful. It can not fail.

Actually the price of dairy is down

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.

I disagree. I don’t believe low cost of goods sold is their aim…. And there is no way to possibly increase volume when every store is backed up. It’s not as if there is any real way to poor the coffee faster. The only complaints I see on yelp are the wait, but that’s demand. Obviously they can increase prices to get a higher margin. But I think they have it all pretty well dialed in.

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.

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.

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.

I don’t understand your comment

I also like that to own a franchise you have to work as a manager for 2 years. New stores open and so far all have been immediately profitable. Due to the fact owners know their business.

I had a friend who wanted to buy a DB. He has a lot more money than me…. He offered a lot of money, they would not sell to him, regardless of investment or cost, unless he worked, at age 55 for them from the bottom up. That kind of thing is very rare and creates a team that not only is well trained, but has heart.

I just truly think it’s safer than gold to put your money with them.