Dutch Bros (BROS) shares were down 33% year-to-date as of Oct. 16, even as the coffee chain's business performance remains strong. The author notes the company regularly beats analyst expectations, with sales up 58% over three years, store count up 62% to 1,225, diluted EPS up 142%, and free cash flow tripled. Same-store sales rose 3.8% year over year in Q2 2026, and management targets 2,029 stores by 2029 and 7,000 domestic stores over time. The article credits its outgoing barista culture, wide customization options, strong cold-drink sales, and drive-through-focused format without sit-down seating, which keeps stores small and cheaper to build. The author concludes it is time to buy the stock.
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