CMO Sells Dutch Bros Shares Worth Nearly $400,000

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On July 3, 2025, it was revealed that Tana Davila, the Chief Marketing Officer at Dutch Bros, sold 5,922 shares worth approximately $312,366. These shares were made available for sale after 14,442 shares vested under her compensation plan.

Transaction summary

Metric Value Context
Shares traded 5,922 Total shares sold in this transaction.
Transaction value $397,366 Rounded from $397,366.20.
Post-transaction shares 12,571 Shares held after sale.
Post-transaction value $843,514 As of July 1, 2025.
1-year performance 60.3% One-year total return on July 1, 2025.

Company overview

Metric Value
Market capitalization $8.1 billion
Revenue (TTM) $1.26 billion
Net income (TTM) $43.55 million
One-year price change 60.3%

Company snapshot

Dutch Bros is a company that manages and licenses drive-through coffee shops spread throughout the U.S., serving up coffee, unique beverages, and energy drinks under labels like Dutch Bros Coffee and Blue Rebel.

Boasting more than 18,000 team members, Dutch Bros has made a substantial impact in the American fast-food beverage sector. Their adaptable drive-thru structure and commitment to streamlined operations contribute to their continuous growth and strategic standing within the market.

Foolish take

Ms. Davila’s recent sale of stocks, valued around $400,000, isn’t unusual as it comes from her vested stock options. She currently owns 12,571 shares and stands to receive another 14,442 restricted stock options if she maintains her position until July 1, 2026. These potential stocks could be worth approximately $1.8 million in total.

Dutch Bros is still in its initial phases compared to larger competitors like Starbucks. This drive-thru coffee chain currently operates more than 1,000 stores nationwide and plans to significantly increase that number – at least doubling it – within the next four years. Put another way, their growth strategy is clearly defined and focused on expansion.

In my observation, coffee chains haven’t been thriving financially in recent times. Particularly, Dutch Bros appears to have accelerated its expansion by borrowing money, as its cash inflows during the past few quarters were relatively modest.

If your investment timeline is very extended, the present circumstances might not accurately reflect a company’s prosperity. For instance, Dutch Bros could potentially expand its business significantly, making the addition of another drive-thru location less financially burdensome than it currently appears.

In the short run, or the next two years, coffee chains might not yield the highest profits compared to other businesses.

Glossary

Engaging in transactions involving a firm’s shares based on confidential, significant data that has yet to be disclosed publicly, by an individual who possesses such privileged knowledge.

A Chief Marketing Officer, or CMO, is a top-level manager who oversees the company’s marketing strategies and plans.

The total sum of money gained from a particular securities transaction or series of transactions, expressed in U.S. dollars.

Post-transaction shares: The number of shares an insider holds after completing a trade.

Performance so far this year: Refers to the return of a security, starting from the beginning of the current year up until the present moment.

Mean trade size representative value: This term refers to the average size of trades in a dataset, often utilized as an indicator of common transaction size.

Percentile: A statistical measure indicating the relative standing of a value within a data set.

Total quantity of a company’s stock that is currently owned by all its shareholders, which includes both internal stakeholders (insiders) and external investors (the public).

In simpler terms, when there’s a net accumulation, it means that more shares have been purchased than sold. Conversely, a net reduction implies that more shares have been sold compared to the number of shares bought.

Franchised segment: This refers to a section within a larger business that is managed by separate entrepreneurs, who have been granted permission to use the company’s brand and business system.

In this version, I’ve attempted to make the language more accessible while still maintaining the original meaning of the text. The key points to convey are: 1) the segment being discussed is part of a larger business, 2) it is independently operated, and 3) the operators have been granted permission to use the company’s brand and business model. Hope this helps!

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2025-07-16 21:52