12 Best Consumer Stocks to Buy According to Wall Street

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3. Dutch Bros Inc. (NYSE:BROS)

Potential upside: 49.55%

Number of Hedge Fund Holders: 46

On February 12, 2026, Dutch Bros Inc. (NYSE:BROS) reported fourth-quarter revenue of $443.6 million, above the consensus estimate of $424.9 million. Systemwide same shop sales increased 7.7%, and systemwide same shop transactions rose 5.4% compared with the same period in 2024. Company-operated same shop sales grew 9.7%, with transactions up 7.6%. CEO Christine Barone said the company delivered a record-breaking year five years into its life as a public company, highlighting a defined path toward sustainable, profitable growth. She pointed to fourth-quarter revenue growth of 29%, system same shop sales growth of 7.7%, and company-operated same shop sales growth of 9.7%, driven by higher transactions and what she described as a compelling value proposition. Adjusted EBITDA increased 49%, outpacing topline growth and supporting continued investment in the business. Dutch Bros guided fiscal 2026 revenue to a range of $2.00 billion to $2.03 billion, compared with consensus estimates of $2.04 billion.

Earlier, on January 20, 2026, Morgan Stanley lowered its price target on Dutch Bros Inc. (NYSE:BROS) to $82 from $84 previously while maintaining an Overweight rating as part of its 2026 outlook for restaurants and foodservice distributors.

Dutch Bros Inc. (NYSE:BROS) operates and franchises drive-thru coffee shops across the United States through its Company-Operated Shops and Franchising segments.

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