Dutch Bros stock surges as Jim Cramer endorses the company as a buying opportunity.

Dutch Bros shares rose after CNBC's Jim Cramer endorsed the stock as a buying opportunity, citing the company's growth from regional to national brand. Cramer noted the high price-to-earnings multiple but saw it as a long-term play. The stock cooled down to $53.83, up 1.7% from the previous close. Dutch Bros has had 30 moves greater than 5% over the last year, indicating the market considers this news meaningful but not fundamental to the business.

Dutch Bros Inc. (NYSE: BROS) saw its stock price rise after CNBC's Jim Cramer endorsed the stock as a buying opportunity. In a recent interview, Cramer noted the company's growth from a regional to a national brand, despite the high price-to-earnings multiple. The stock price cooled down to $53.83, up 1.7% from the previous close. This move was one of 30 instances where the stock had moved by more than 5% over the last year, indicating that the market considers this news meaningful but not fundamental to the business.

Cramer's endorsement comes as Dutch Bros continues to focus on profitability discipline. The company reported an adjusted EBITDA of $89 million in the second quarter of 2025, representing a 37% year-over-year increase. This improvement was attributed to lower input costs and better labor leverage across its expanding shop base, according to a Nasdaq article.

Looking ahead, Dutch Bros expects its shop contribution margins to reach around 28.5% in the third quarter, signaling a modest sequential compression as commodity benefits wane. The company's improving capital structure, including a 15% sequential decline in average CapEx per shop and a recently refinanced $650 million credit facility, is expected to support more sustainable profitability, the Nasdaq article added.

Despite the near-term input cost headwinds, Dutch Bros' cost discipline suggests a business model increasingly geared toward consistent, high-return growth. The company's focus on labor efficiency, supply-chain optimization, and capital-light development indicates a durable margin framework in the years ahead.

From a valuation standpoint, BROS trades at a forward price-to-sales (P/S) multiple of 4.24, above the industry average of 3.35. The Zacks Consensus Estimate for BROS’ 2025 earnings per share remains unchanged at 68 cents, the Nasdaq article noted.