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加拿大皇家银行表示，Dutch Bros第一季度业绩超预期或将提振其2026年全年业绩预期，但竞争仍是一大隐患。

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-- 加拿大皇家银行资本市场（RBC Capital Markets）周一在一份报告中指出，Dutch Bros (BROS) 第一季度业绩超预期，或将使其2026年全年业绩指引上调，但竞争仍然是该股面临的主要压力，而第一季度财报难以消除这一影响。 尽管竞争加剧，RBC仍看好该股，并预计星巴克 (SBUX) 或麦当劳 (MCD) 的饮品新品上市不会对Dutch Bros的客流量增长产生显著影响。 同店销售增长将是第一季度的重点，RBC预计客流量增长势头、移动点餐和食品销售将推动其增长，高于华尔街5.7%的预期。 门店增长是RBC对Dutch Bros长期投资逻辑的核心支柱，该公司目标是到2029年实现2029家门店。该券商表示，第一季度净增门店数量可能高于华尔街普遍预期的33家，而RBC的预期约为40家。 加拿大皇家银行（RBC）表示，预计Dutch Bros将继续保持其覆盖范围内基本面优异的表现，因为无论是行业因素还是公司特有因素，都应推动其第一季度业绩超出市场预期。 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。

Price: $54.54, Change: $-0.08, Percent Change: -0.15%

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