Rayonier Acquires PotlatchDeltic Deal Expected to Close Soon
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 27 2026
0mins
Should l Buy BROS?
Rayonier (RYN) is acquiring PotlatchDeltic (PCH) in a deal expected to be completed soon, pending final closing conditions. Rayonier will remain in the S&P MidCap 400 post-merger.
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Analyst Views on BROS
Wall Street analysts forecast BROS stock price to rise
10 Analyst Rating
10 Buy
0 Hold
0 Sell
Strong Buy
Current: 53.610
Low
70.00
Averages
78.80
High
85.00
Current: 53.610
Low
70.00
Averages
78.80
High
85.00
About BROS
Dutch Bros Inc. is an operator and franchiser of drive-thru shops, which is focused on serving hand-crafted beverages. The Company sells a range of customizable hot, iced and blended beverages. Coffee-based beverages include handcraft espresso shots for both hot and cold custom classic and signature coffee beverages. It also sells proprietary coffee-based Freeze blended beverages and cold brew. Its Private Reserve coffee is a 100% Arabica three-bean blend, roasted by the Company in Grants Pass, Oregon or Melissa, Texas facilities. The Company has two segments: Company-operated shops, and Franchising and other. The Company-operated shops segment includes retail coffee shop sales to end consumers. The Franchising and other segment includes bean and product sales to franchise partners and includes the initial franchise fees, royalties, and marketing fees. It has approximately 1,101 shops, of which over 779 are operated by the Company and 322 are franchised, across 26 states.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Investment Opportunity Analysis for Dutch Bros Coffee Stock
- Accelerating Growth: Dutch Bros has transformed from a small coffee chain in Oregon to a national coffee shop chain, with a projected 35% year-over-year revenue growth in Q4 2025, demonstrating resilience against macroeconomic challenges while maintaining strong growth.
- Comparable Sales Growth: With over 1,000 stores, Dutch Bros reported a 7.7% year-over-year increase in comparable sales in Q4 2025, driven by a 5.4% rise in transactions, indicating that growth is not solely reliant on price increases but also on higher transaction volumes.
- Profitability Improvement: Despite rising costs associated with new store development, Dutch Bros achieved a net income of $29.2 million in Q4 2025, a significant increase from $6.4 million the previous year, although the contribution margin slightly decreased to 27.6% due to higher coffee costs.
- Massive Growth Potential: Management anticipates doubling the store count to 2,029 by 2029, with a long-term goal of reaching 7,000 stores, highlighting the company's strategic vision and potential for expansion in the coffee market.
See More
U.S. Stock Market Starts Tepid; Focus on High-Potential Stocks
- MercadoLibre Growth Momentum: MercadoLibre continues to thrive across 18 Latin American countries, with its e-commerce and fintech sectors showing robust growth, as evidenced by a 35% year-over-year increase in gross merchandise volume and a 26% rise in unique active buyers in Q3 2025, highlighting its vast potential in underdeveloped markets.
- Fintech Expansion: The company's fintech operations are expanding even faster, with total payment volume up 54% in the quarter and assets under management soaring by 89%, indicating a significant opportunity for market share growth in the coming years.
- Dutch Bros Expansion Plans: Dutch Bros aims to grow from over 1,000 stores to 2,029 by 2029 and ultimately 7,000, with revenue increasing by 29% year-over-year and net income rising from $6.4 million to $29.2 million, showcasing its strong growth trajectory.
- Innovation Driving Sales: Dutch Bros enhances customer engagement through mobile ordering and a new food menu, with a walk-up shop in Los Angeles outperforming expectations by achieving three times the average order-ahead transactions, further solidifying its competitive edge in the market.
See More
MercadoLibre and Dutch Bros: Growth Opportunities in Latin America
- E-commerce Growth: MercadoLibre's gross merchandise volume increased by 35% year-over-year in Q3 2025, with items sold up 39% and unique active buyers rising by 26%, indicating significant potential in the Latin American e-commerce market, which is expected to double its penetration in the coming years, thereby expanding its market size.
- Fintech Expansion: The fintech segment of MercadoLibre saw total payment volume surge by 54% in the same quarter, with monthly active users increasing by 29%, assets under management rising by 89%, and the total credit portfolio growing by 83%, highlighting its faster growth compared to e-commerce and vast future potential.
- Dutch Bros Expansion Plans: Dutch Bros aims to increase its store count from over 1,000 to 2,029 by 2029 and ultimately to 7,000, presenting significant growth opportunities, especially as revenue rose by 29% year-over-year.
- Innovation Driving Sales: Dutch Bros is enhancing customer engagement by rolling out mobile ordering and adding a food menu, with a new walk-up shop in Los Angeles outperforming expectations by achieving three times the average order-ahead transactions, showcasing its competitive edge in the rapidly growing coffee market.
See More
Dutch Bros Reports Strong Q4 Earnings Amid Expansion Plans
- Same-Store Sales Growth: Dutch Bros reported a 7.7% increase in same-store sales and a 5.5% rise in transactions for Q4, with company-owned stores outperforming at a 9.7% sales increase, indicating strong market performance and potential for increased market share.
- Clear Expansion Plans: The company opened 154 new shops in 2025 and expects to add at least 181 more in 2026, with a clear target of 2,029 shops by 2029, demonstrating its strategic clarity and execution capability in expansion.
- Strong Cash Flow: Dutch Bros generated $54.4 million in free cash flow for 2025, while reducing capital expenditures per shop from $1.8 million to $1.3 million, showcasing its ability to self-fund expansion and effective cost control.
- Revenue and Profit Growth: Q4 total revenue surged 29% year-over-year to $443.6 million, with adjusted EBITDA skyrocketing 49% to $72.6 million, reflecting the company's strong growth potential in both revenue and profitability.
See More
Long-Term Growth Opportunities in Consumer Stocks
- Dutch Bros Expansion Plans: Dutch Bros aims to double its store count by 2029, currently operating 1,081 locations across 24 states, indicating significant market potential with plans for 7,000 stores, which could enhance long-term investor returns.
- Consistent Sales Growth: Dutch Bros has achieved transaction growth for five consecutive quarters, demonstrating resilience in consumer spending despite macroeconomic fluctuations, with future sales expected to strengthen as the economy improves.
- On Holding Sales Surge: On Holding reported a 35% year-over-year sales growth in Q3 2025, with a remarkable 94% increase in the Asia-Pacific region, highlighting the brand's strong growth potential in international markets, which is crucial for future expansion.
- Global Market Performance: On Holding's new Ginza store in Tokyo set a record for the highest monthly sales globally, while a new store in Bangkok achieved the highest daily opening sales in company history, showcasing its robust performance and expansion capabilities in the global market.
See More
Dutch Bros and Hershey Options Trading Activity Surges
- Dutch Bros Options Volume: Dutch Bros Inc saw options trading volume of 36,024 contracts, equivalent to approximately 3.6 million shares, representing 60.4% of its average daily trading volume over the past month, indicating strong market interest in the stock.
- High Demand Call Options: Notably, the $60 strike call option expiring on March 20, 2026, has seen 3,340 contracts traded today, representing about 334,000 underlying shares, suggesting investor expectations for future price increases.
- Hershey Options Activity: Hershey Company recorded an options trading volume of 14,351 contracts, approximately 1.4 million shares, accounting for 58.6% of its average daily trading volume over the past month, reflecting ongoing market interest in the company.
- Significant Call Option Trading: The $185 strike call option expiring on February 20, 2026, has seen a trading volume of 4,665 contracts today, representing around 466,500 underlying shares, indicating optimistic sentiment among investors regarding Hershey's future performance.
See More
Investment Opportunity Analysis for Dutch Bros Coffee Stock
- Accelerating Growth: Dutch Bros has transformed from a small coffee chain in Oregon to a national coffee shop chain, with a projected 35% year-over-year revenue growth in Q4 2025, demonstrating resilience against macroeconomic challenges while maintaining strong growth.
- Comparable Sales Growth: With over 1,000 stores, Dutch Bros reported a 7.7% year-over-year increase in comparable sales in Q4 2025, driven by a 5.4% rise in transactions, indicating that growth is not solely reliant on price increases but also on higher transaction volumes.
- Profitability Improvement: Despite rising costs associated with new store development, Dutch Bros achieved a net income of $29.2 million in Q4 2025, a significant increase from $6.4 million the previous year, although the contribution margin slightly decreased to 27.6% due to higher coffee costs.
- Massive Growth Potential: Management anticipates doubling the store count to 2,029 by 2029, with a long-term goal of reaching 7,000 stores, highlighting the company's strategic vision and potential for expansion in the coffee market.
See More
U.S. Stock Market Starts Tepid; Focus on High-Potential Stocks
- MercadoLibre Growth Momentum: MercadoLibre continues to thrive across 18 Latin American countries, with its e-commerce and fintech sectors showing robust growth, as evidenced by a 35% year-over-year increase in gross merchandise volume and a 26% rise in unique active buyers in Q3 2025, highlighting its vast potential in underdeveloped markets.
- Fintech Expansion: The company's fintech operations are expanding even faster, with total payment volume up 54% in the quarter and assets under management soaring by 89%, indicating a significant opportunity for market share growth in the coming years.
- Dutch Bros Expansion Plans: Dutch Bros aims to grow from over 1,000 stores to 2,029 by 2029 and ultimately 7,000, with revenue increasing by 29% year-over-year and net income rising from $6.4 million to $29.2 million, showcasing its strong growth trajectory.
- Innovation Driving Sales: Dutch Bros enhances customer engagement through mobile ordering and a new food menu, with a walk-up shop in Los Angeles outperforming expectations by achieving three times the average order-ahead transactions, further solidifying its competitive edge in the market.
See More
MercadoLibre and Dutch Bros: Growth Opportunities in Latin America
- E-commerce Growth: MercadoLibre's gross merchandise volume increased by 35% year-over-year in Q3 2025, with items sold up 39% and unique active buyers rising by 26%, indicating significant potential in the Latin American e-commerce market, which is expected to double its penetration in the coming years, thereby expanding its market size.
- Fintech Expansion: The fintech segment of MercadoLibre saw total payment volume surge by 54% in the same quarter, with monthly active users increasing by 29%, assets under management rising by 89%, and the total credit portfolio growing by 83%, highlighting its faster growth compared to e-commerce and vast future potential.
- Dutch Bros Expansion Plans: Dutch Bros aims to increase its store count from over 1,000 to 2,029 by 2029 and ultimately to 7,000, presenting significant growth opportunities, especially as revenue rose by 29% year-over-year.
- Innovation Driving Sales: Dutch Bros is enhancing customer engagement by rolling out mobile ordering and adding a food menu, with a new walk-up shop in Los Angeles outperforming expectations by achieving three times the average order-ahead transactions, showcasing its competitive edge in the rapidly growing coffee market.
See More
Dutch Bros Reports Strong Q4 Earnings Amid Expansion Plans
- Same-Store Sales Growth: Dutch Bros reported a 7.7% increase in same-store sales and a 5.5% rise in transactions for Q4, with company-owned stores outperforming at a 9.7% sales increase, indicating strong market performance and potential for increased market share.
- Clear Expansion Plans: The company opened 154 new shops in 2025 and expects to add at least 181 more in 2026, with a clear target of 2,029 shops by 2029, demonstrating its strategic clarity and execution capability in expansion.
- Strong Cash Flow: Dutch Bros generated $54.4 million in free cash flow for 2025, while reducing capital expenditures per shop from $1.8 million to $1.3 million, showcasing its ability to self-fund expansion and effective cost control.
- Revenue and Profit Growth: Q4 total revenue surged 29% year-over-year to $443.6 million, with adjusted EBITDA skyrocketing 49% to $72.6 million, reflecting the company's strong growth potential in both revenue and profitability.
See More
Long-Term Growth Opportunities in Consumer Stocks
- Dutch Bros Expansion Plans: Dutch Bros aims to double its store count by 2029, currently operating 1,081 locations across 24 states, indicating significant market potential with plans for 7,000 stores, which could enhance long-term investor returns.
- Consistent Sales Growth: Dutch Bros has achieved transaction growth for five consecutive quarters, demonstrating resilience in consumer spending despite macroeconomic fluctuations, with future sales expected to strengthen as the economy improves.
- On Holding Sales Surge: On Holding reported a 35% year-over-year sales growth in Q3 2025, with a remarkable 94% increase in the Asia-Pacific region, highlighting the brand's strong growth potential in international markets, which is crucial for future expansion.
- Global Market Performance: On Holding's new Ginza store in Tokyo set a record for the highest monthly sales globally, while a new store in Bangkok achieved the highest daily opening sales in company history, showcasing its robust performance and expansion capabilities in the global market.
See More
Dutch Bros and Hershey Options Trading Activity Surges
- Dutch Bros Options Volume: Dutch Bros Inc saw options trading volume of 36,024 contracts, equivalent to approximately 3.6 million shares, representing 60.4% of its average daily trading volume over the past month, indicating strong market interest in the stock.
- High Demand Call Options: Notably, the $60 strike call option expiring on March 20, 2026, has seen 3,340 contracts traded today, representing about 334,000 underlying shares, suggesting investor expectations for future price increases.
- Hershey Options Activity: Hershey Company recorded an options trading volume of 14,351 contracts, approximately 1.4 million shares, accounting for 58.6% of its average daily trading volume over the past month, reflecting ongoing market interest in the company.
- Significant Call Option Trading: The $185 strike call option expiring on February 20, 2026, has seen a trading volume of 4,665 contracts today, representing around 466,500 underlying shares, indicating optimistic sentiment among investors regarding Hershey's future performance.
See More
