This Holding's CEO Highlights Our Play

In Monday’s Portfolio video we discussed how some of our holdings tend to make more headlines than others. As we’ve come to appreciate, Dutch Bros BROS is one of those companies that doesn’t make many headlines, which is why when we saw this interview with CEO Christine Barone with Nation’s Restaurant News (NRN) we want to share it with you.

As you know, our play with BROS shares is the west-to-east footprint expansion and the evolution of the company’s food strategy that should increase its average ticket in 2026. We are closely watching key support for the shares near $59 as well as upcoming earnings from Starbucks SBUX on July 29 and what it says about its domestic business.

Here’s a description of the NRN interview with Barone:

"Christine Barone has one of the most exciting jobs in restaurants: leading the next growth phase for Dutch Bros, a 33-year-old drive-thru coffee brand that has recently become one of the fastest growing chains in America. Christine’s history in investment banking, plus several years spent as an executive at Starbucks and as CEO of True Food Kitchen, have uniquely positioned her to lead Dutch Bros as it becomes a household name from coast to coast.

"So what does Christine’s leadership strategy look like? How does she lead a company known for its fun vibe and cool branding? In the third edition of Nation’s Restaurant News’ brand-new platform Signature: A CEO Series with Sam Oches, the publication’s editor-in-chief sits down with Christine in the company’s Phoenix-area headquarters to get to know her Signature style."

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At the time of publication, TheStreet Pro Portfolio was long BROS.