EBITDA GrowthBROS remains our top pick and we expect traffic momentum, strong new store productivity supporting mid-teens% store expansion, and 20%+ EBITDA growth, should enable upside for shares.
Sales DriversMultiple sales drivers should support continued same-store sales momentum into '26, including Dutch Rewards, menu innovation, mobile order, and paid media investment.
Store GrowthBROS is positioned for further upside given industry leading store growth and ongoing sales and traffic momentum likely sustainable.