Capella
Footballguy
This is the way.
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Stock Thread (30 Viewers)
- Thread starter St. Louis Bob
- Start date
General Malaise
Footballguy
Time to go long Bros, Todem. 
Todem
Footballguy
Will check it out.Time to go long Bros, Todem.
General Malaise
Footballguy
Will check it out.Time to go long Bros, Todem.
I highly highly doubt it's anywhere NEAR your target list for a buy. I do think it has more growth ahead of it, but it's expensive right now and as a coffee drinker, I think their coffee is terrible. They don't even sell drip coffee.
But, they know how to market to teens and college kids and once they get their hooks in, it's sticky money.
Capella
Footballguy
I’ve been meaning to get this one for a while so I went in for a 150 shares.Will check it out.Time to go long Bros, Todem.
I highly highly doubt it's anywhere NEAR your target list for a buy. I do think it has more growth ahead of it, but it's expensive right now and as a coffee drinker, I think their coffee is terrible. They don't even sell drip coffee.
But, they know how to market to teens and college kids and once they get their hooks in, it's sticky money.
Sideshow Bob
Footballguy
For those of us with limited resources, we should consider this before $HHO?Time to go long Bros, Todem.
General Malaise
Footballguy
For those of us with limited resources, we should consider this before $HHO?Time to go long Bros, Todem.
ME: Punches in Ticker
Schwab: Hmmmmm.....symbol not recognized
ME: Okay, what's this guy up to.....Bros....HHO.....OH! BROS BEFORE HOES!
General Malaise
Footballguy
I’ve been meaning to get this one for a while so I went in for a 150 shares.Will check it out.Time to go long Bros, Todem.
I highly highly doubt it's anywhere NEAR your target list for a buy. I do think it has more growth ahead of it, but it's expensive right now and as a coffee drinker, I think their coffee is terrible. They don't even sell drip coffee.
But, they know how to market to teens and college kids and once they get their hooks in, it's sticky money.
Seriously, it is overpriced and I'm not sure the price has near-term upside from here, but this thing is definitely growing its footprint nationwide and if the locations in other states are anywhere near as busy as the ones out west, I like the potential of this one long term. They have a small footprint, terrific in-store management (you have to work your way up), drive-thrus are efficient (think Chick Filet efficiency) and the new CEO was a big hitter at SBUX and has a lot of pedigree behind her.
And every time my college drop-out son comes home with a giant Dutch Bros coffee cup that he can't afford I tell myself "I gotta buy more of this thing".
Sideshow Bob
Footballguy
They are.I’ve been meaning to get this one for a while so I went in for a 150 shares.Will check it out.Time to go long Bros, Todem.
I highly highly doubt it's anywhere NEAR your target list for a buy. I do think it has more growth ahead of it, but it's expensive right now and as a coffee drinker, I think their coffee is terrible. They don't even sell drip coffee.
But, they know how to market to teens and college kids and once they get their hooks in, it's sticky money.
Seriously, it is overpriced and I'm not sure the price has near-term upside from here, but this thing is definitely growing its footprint nationwide and if the locations in other states are anywhere near as busy as the ones out west, I like the potential of this one long term. They have a small footprint, terrific in-store management (you have to work your way up), drive-thrus are efficient (think Chick Filet efficiency) and the new CEO was a big hitter at SBUX and has a lot of pedigree behind her.
And every time my college drop-out son comes home with a giant Dutch Bros coffee cup that he can't afford I tell myself "I gotta buy more of this thing".
My daughter and her friends are all hooked, too. On the energy drinks, of course.
Starbucks, which shouldn't have nearly their growth, has a PS ratio around 3.1. BROS is 2.4. Are they expensive?
Sideshow Bob
Footballguy
And 3.1 is, historically speaking, pretty low for SBUX
Sideshow Bob
Footballguy
I've been on the fence about this thing forever. Pretty sure the last time I didn't buy it was after you and I had some discussion around it. My concerns are less about the price than their ability to continue expanding east and some of their decision-making. Though they certainly broke AZ easily. And I think CO is much the same.
Sideshow Bob
Footballguy
This Dutch used to always be insanely busy and cause traffic issues. To alleviate it, they opened this Dutch.
Ignoring the fact that they both still seem to do very well, someone in corporate presumably had to sign off on this. And when I say this, I mean this, in case it wasn't clear
Ignoring the fact that they both still seem to do very well, someone in corporate presumably had to sign off on this. And when I say this, I mean this, in case it wasn't clear
Sideshow Bob
Footballguy
.3 of a mile. Someone thought that was a good idea!
Sideshow Bob
Footballguy
I'm pretty sure I've ranted about this in here before. Just... these people run a business?!
SFBayDuck
Footballguy
There are Starbucks across the street from each other in many cities. They know the foot traffic, and how many visitors they lose if lines get too long.
As I’ve said in here before, Dutch doesn’t even consider itself a coffee company. It’s all about blended and energy drinks, with teenage females their core audience. They will continue to expand across the southern half of the US as they have a minimum average temperature to open a location, so you won’t see company owned stores in the upper MW or the NE. They use gamification well in their app. And they just launched order ahead via their app in some areas, rolling out everywhere soon, and their customers love apps and mobile ordering so I’d expect per store sales to tick up a bit.
Not investment advice, I just know this company very well.
As I’ve said in here before, Dutch doesn’t even consider itself a coffee company. It’s all about blended and energy drinks, with teenage females their core audience. They will continue to expand across the southern half of the US as they have a minimum average temperature to open a location, so you won’t see company owned stores in the upper MW or the NE. They use gamification well in their app. And they just launched order ahead via their app in some areas, rolling out everywhere soon, and their customers love apps and mobile ordering so I’d expect per store sales to tick up a bit.
Not investment advice, I just know this company very well.
General Malaise
Footballguy
They are.I’ve been meaning to get this one for a while so I went in for a 150 shares.Will check it out.Time to go long Bros, Todem.
I highly highly doubt it's anywhere NEAR your target list for a buy. I do think it has more growth ahead of it, but it's expensive right now and as a coffee drinker, I think their coffee is terrible. They don't even sell drip coffee.
But, they know how to market to teens and college kids and once they get their hooks in, it's sticky money.
Seriously, it is overpriced and I'm not sure the price has near-term upside from here, but this thing is definitely growing its footprint nationwide and if the locations in other states are anywhere near as busy as the ones out west, I like the potential of this one long term. They have a small footprint, terrific in-store management (you have to work your way up), drive-thrus are efficient (think Chick Filet efficiency) and the new CEO was a big hitter at SBUX and has a lot of pedigree behind her.
And every time my college drop-out son comes home with a giant Dutch Bros coffee cup that he can't afford I tell myself "I gotta buy more of this thing".
My daughter and her friends are all hooked, too. On the energy drinks, of course.
Starbucks, which shouldn't have nearly their growth, has a PS ratio around 3.1. BROS is 2.4. Are they expensive?
I don't know, I'm a caveman regarding financials but their P/E is 131 vs 29 for SBUX which isn't unusual considering one is an industry behemoth with a major head start and the other is a nepophyte learning the public markets. I've bought and sold BROS horribly since the IPO but now just plan on keeping it on longterm and adding on weakness. It's maybe a 2% position for me at the moment but I plan on staying with it and scaling as it grows and goes.
But their coffee is atrocious. Did I mention that already?
General Malaise
Footballguy
Ehhh, after having spent a whole summer in one week in Scottsdale, this doesn't surprise me at all. I think there were 9 Safeways within 3 miles of our ABNB. It's definitely different where you live.
General Malaise
Footballguy
You should have seen the people running the business prior.....
General Malaise
Footballguy
Well, and for the dinosaurs like us who just pull in line and wait to order like Tom Anderson from Beavis and Butthead they have employees walk out to your car with an iPad to take your order so it's ready. Get those lines moving!
FreeBaGeL
Footballguy
Was just announced that it is replacing Intel in the Dow.
General Malaise
Footballguy
Oh......damn.
Capella
Footballguy
WELL NOW
McBokonon
Footballguy
I get irrationally upset when people use TTM PE for growth stocks. The forward PE is almost always more helpful. For Bros. it's 81.18, which is still high of course. But early innings growth always is.They are.I’ve been meaning to get this one for a while so I went in for a 150 shares.Will check it out.Time to go long Bros, Todem.
I highly highly doubt it's anywhere NEAR your target list for a buy. I do think it has more growth ahead of it, but it's expensive right now and as a coffee drinker, I think their coffee is terrible. They don't even sell drip coffee.
But, they know how to market to teens and college kids and once they get their hooks in, it's sticky money.
Seriously, it is overpriced and I'm not sure the price has near-term upside from here, but this thing is definitely growing its footprint nationwide and if the locations in other states are anywhere near as busy as the ones out west, I like the potential of this one long term. They have a small footprint, terrific in-store management (you have to work your way up), drive-thrus are efficient (think Chick Filet efficiency) and the new CEO was a big hitter at SBUX and has a lot of pedigree behind her.
And every time my college drop-out son comes home with a giant Dutch Bros coffee cup that he can't afford I tell myself "I gotta buy more of this thing".
My daughter and her friends are all hooked, too. On the energy drinks, of course.
Starbucks, which shouldn't have nearly their growth, has a PS ratio around 3.1. BROS is 2.4. Are they expensive?
I don't know, I'm a caveman regarding financials but their P/E is 131 vs 29 for SBUX
JPM likes it here, has it OW with a $44 price target, I'm interested.
Capella
Footballguy
Happy weekend everybody
Sand
Footballguy
That was reported on in this incredible documentary.
Bob Sacamano
Footballguy
You guys playing cards?
Bob Sacamano
Footballguy
Did some BROS toe dipping.
⚡DEADHEAD⚡
Footballguy
Constellation Energy on sale.
Bob Sacamano
Footballguy
PLTR is sick
SFBayDuck
Footballguy
Beat on top and bottom but "worries" because of a FERC rejection of another utility's request to increase the amount of nuclear energy they supply to Amazon possibly impacting CEG's deal with MS.
Bob Sacamano
Footballguy
Stupid FERC
⚡DEADHEAD⚡
Footballguy
If the USG wants to be serious about AI, the regulatory bodies will need to reduce or eliminate bureaucracy. I am betting it will happen. Has to.
⚡DEADHEAD⚡
Footballguy
Big fan.
Capella
Footballguy
Doubt Powell is speaking today of all days. I read earlier Election Day stonks are usually pretty good.
General Malaise
Footballguy
You tin owners will see a little kiss in your cash ledger today. Nice little wet kiss from a penny stock, the kind that makes you want to linger around.....
Bob Sacamano
Footballguy
Team tin-der?
SofaKings
Footballguy
McBokonon
Footballguy
Once Bezos sells everything he plans on selling, we should see this break through here pretty hard. I hope.
kevzilla
Footballguy
Their independent auditor resigned, using harsh language about their former client. The company also stated there is no timetable for the annual report. Do your own research, of course, but doesn't feel like a nothing burger to me.
McBokonon
Footballguy
Absolutely no reason to touch this thing.
GoBirds
Footballguy
Looks to be a great day!
Bossman
Footballguy
But Warren Buffet was selling and holding cash!
I can't even fathom how much $$ he's not going to make today.
Balco
Footballguy
Why do you think Buffets decision was wrong? He very well could end up right.
3C's
Footballguy
Buffet plays the long game.
