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加拿大皇家银行表示，Dutch Bros的限时优惠活动助力其第一季度业绩超预期，但竞争压力依然存在。

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-- 加拿大皇家银行资本市场（RBC Capital Markets）周四表示，Dutch Bros (BROS) 的稳健基本面在第一季度继续改善，限时促销活动助力其营收和利润均超出预期，但竞争压力依然存在。 报告指出，尽管4月份同店销售额增长近5%，仅略高于华尔街此前对第二季度4.7%的预期，但RBC认为，鉴于第一季度限时促销和商品降价活动的成功，Dutch Bros仍有增长空间。 RBC表示，星巴克(SBUX)第一季度北美同店销售额的加速增长似乎并未影响Dutch Bros的客流量增长，但竞争压力依然存在。该券商还表示，管理层认为星巴克推出的Energy Refresher不会对其产生任何影响。 RBC称，Dutch Bros将全年门店增长预期略微上调至净增185家以上，此前预期为181家。尽管华尔街的预期不太可能大幅提高，但RBC认为管理层对潜在的增长前景充满信心。 加拿大皇家银行维持对Dutch Bros的“跑赢大盘”评级，目标价为75美元。 Dutch Bros股价周四下跌超过8%。

Price: $53.45, Change: $-5.61, Percent Change: -9.50%

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