Chipotle, Ulta, and Dutch Bros Are Growth Stocks to Buy Now Despite Market Noise

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โดย Motley Fool·Read original
Summary · why it matters

A Motley Fool analysis argues that Chipotle Mexican Grill, Ulta Beauty, and Dutch Bros are compelling long-term growth stocks whose fundamentals remain strong despite recent share-price weakness. Chipotle plans to open 350 to 370 new restaurants in 2026 and projects revenue of $16.1 billion by 2029, roughly double current levels, even after cutting its sales forecast three times in 2025 and seeing shares fall more than 34% from their highs. Ulta Beauty reported first-quarter 2026 net sales growth of 11.1% to $3.16 billion and comparable sales up 5.3%, beating analyst expectations, and raised its annual profit forecast, yet the stock is down nearly 25% in 2026. Dutch Bros, which raised prices only about 30% since 2019 compared to Starbucks' 50%-plus increases, plans to open at least 181 new system shops in 2026 and launched at-home coffee products in February 2026, with a long-term target of more than 7,000 locations versus just over 1,000 currently.

Impact on stocks 7

Consumer Discretionary▲ · 4 stocks
Dutch Bros Inc
BROS
▲ PositiveDemandrelevance

Plans to open at least 181 new shops in 2026 and long-term target of 7,000+ locations indicate strong customer demand and growth.

Chipotle Mexican Grill Inc
CMG
▲ PositiveDemandrelevance

Plans to open 350-370 new restaurants in 2026 and projected revenue doubling to $16.1B by 2029 show robust demand despite recent sales forecast cuts.

Ulta Beauty Inc
ULTA
▲ PositiveCapitalrelevance

Q1 net sales growth of 11.1% and raised annual profit forecast beat expectations, indicating strong financial performance.

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