Core Insights - Dutch Bros, Inc. reported second-quarter earnings of 26 cents per share, exceeding the analyst consensus estimate of 18 cents, with quarterly revenue of $415.8 million, surpassing the Street estimate of $403.08 million [1][4] Financial Performance - Total revenues grew by 28% to $415.8 million compared to $324.9 million in the same period of 2024 [5] - Company-operated shops revenues increased by 28.9% to $380.5 million compared to $295.3 million in the same period of 2024 [5] - Company-operated shops gross profit was $92.6 million compared to $70 million in the same period of 2024 [5] - Company-operated shops contribution grew by 29.9% to $118.2 million compared to $91.1 million in the same period of 2024 [5] Operational Highlights - Dutch Bros opened 31 new shops, 30 of which were company-operated, across 13 states [5] - Systemwide same shop sales increased by 6.1% and systemwide same shop transactions increased by 3.7% relative to the same period in 2024 [5] Future Outlook - Dutch Bros raised its fiscal 2025 revenue outlook to between $1.59 billion and $1.6 billion, compared to the $1.58 billion analyst estimate [4]

Financial Performance - Total revenue for Q2 2025 reached $415813 million, a 28% increase compared to $324918 million in Q2 2024[11] - Company-operated shop revenue increased to $3805 million in Q2 2025 from $2953 million in Q2 2024[11] - Adjusted EBITDA increased by 37% to $89 million in Q2 2025, compared to $65 million in Q2 2024[13] - Net income attributable to Dutch Bros Inc increased to $25624 million in Q2 2025 from $11940 million in Q2 2024[31] Sales Metrics - Systemwide same shop sales increased by 61% in Q2 2025[17] - Company-operated same shop sales increased by 78% in Q2 2025[17] - Dutch Rewards transactions accounted for 716% of total transactions[36] Shop Expansion - The total shop count reached 1043 in Q2 2025, up from 912 in Q2 2024, representing a 14% increase[10] - Company-operated shops increased to 725 in Q2 2025 from 612 in Q2 2024, an 18% increase[10] Outlook - The company projects total revenue between $159 billion and $160 billion for FY 2025[23] - The company anticipates same shop sales growth of approximately 45% for FY 2025[23]

Exhibit 99.1 Dutch Bros Inc. Reports Second Quarter 2025 Financial Results Achieves 28% Revenue Growth Year-Over-Year Delivers 6.1% Systemwide and 7.8% Company-Operated Same Shop Sales Growth Raises 2025 Guidance on Total Revenues, Same Shop Sales Growth and Adjusted EBITDA TEMPE, Ariz. - August 6, 2025 - Dutch Bros Inc. (NYSE: BROS; "Dutch Bros" or the "Company"), one of the fastest- growing brands in the U.S. quick service beverage industry, today reported financial results for the second quarter ended Ju ...

Company Overview - Dutch Bros Inc. operates approximately 1,000 coffee shops across 18 states in the U.S. market [1] - The company is recognized as a high-growth coffee chain [1] Target Market - Dutch Bros has successfully attracted younger generations by focusing on cold beverages and energy drinks [1]

Key Takeaways Dutch Bros' Q2 revenues likely rose on same shop sales growth and higher transaction volume.Menu innovation and strong loyalty program use may have boosted customer engagement.Higher labor costs and inflationary pressures are likely to have weighed on Q2 profitability.Dutch Bros Inc. (BROS) is scheduled to report second-quarter 2025 results on Aug. 6, after market close. In the last reported quarter, the company delivered an earnings surprise of 40%.    BROS’ earnings beat the Zacks Consensus ...

Core Viewpoint - Analysts project that Dutch Bros (BROS) will report quarterly earnings of $0.18 per share, reflecting a year-over-year decline of 5.3%, while revenues are expected to reach $401.94 million, marking a 23.7% increase from the same quarter last year [1]. Earnings Estimates - Over the past 30 days, the consensus EPS estimate has been revised downward by 1.1%, indicating a collective reassessment by analysts of their initial forecasts [2]. - Changes in earnings estimates are crucial for predicting investor reactions, with empirical studies showing a strong correlation between earnings estimate revisions and short-term stock price performance [3]. Revenue and Key Metrics - Analysts forecast 'Revenues- Franchising and other' to be $32.46 million, a year-over-year increase of 9.5% [5]. - 'Revenues- Company-operated shops' are expected to reach $368.18 million, reflecting a 24.7% year-over-year increase [5]. - The total shop count is projected to be 1,042, up from 912 in the same quarter last year [5]. Shop Count and Sales Performance - The consensus estimate for 'Shop count, end of period - Franchised' is 322, compared to 300 a year ago [6]. - 'Shop count, end of period - Company-operated' is expected to reach 720, up from 612 in the same quarter last year [6]. - Analysts estimate 'System same shop sales and transactions' at 4.3%, slightly up from 4.1% a year ago [6]. New Openings - The estimated 'Company-operated same shop sales and transactions' is 5.3%, compared to 5.2% in the same quarter last year [7]. - Total net new shop openings are projected to be 30, down from 36 in the same quarter last year [7]. - 'Company-operated new openings' are expected to be 26, compared to 30 a year ago, while 'Franchised new openings' are projected at 5, down from 6 [8]. Stock Performance - Dutch Bros shares have decreased by 15.6% over the past month, contrasting with a 0.6% increase in the Zacks S&P 500 composite [8].

Core Insights - Dutch Bros has shown significant stock performance improvement, climbing nearly 90% since 2023 after a disappointing IPO in 2021 [1] - The company has successfully connected with Gen Z, with 67% of its customers being female and only 23% over the age of 36, positioning itself for long-term growth [3] - Dutch Bros offers competitively priced "handcrafted" beverages that appeal to younger consumers, contributing to a 4.7% year-over-year increase in same-store sales for nine consecutive quarters [4] - In contrast, Starbucks has experienced six consecutive quarters of declining same-store sales, with a 2% decrease in North America, indicating Dutch Bros' market share gain [5] - The failure of McDonald's venture into the specialty beverage market further highlights Dutch Bros' strong brand power and effective management [6] - The stock is considered a good buy as it was previously undervalued, and its current trading reflects appropriate sales multiples for its growth potential, with expectations for expanding margins and earnings per share [7]

Dutch Bros (BROS) closed the most recent trading day at $59.27, moving -1.33% from the previous trading session. The stock's performance was behind the S&P 500's daily loss of 0.37%. At the same time, the Dow lost 0.74%, and the tech-heavy Nasdaq lost 0.03%. The drive-thru coffee chain operator and franchisor's stock has dropped by 9.05% in the past month, falling short of the Retail-Wholesale sector's gain of 2.03% and the S&P 500's gain of 2.68%.The investment community will be closely monitoring the perf ...

Company Overview - Dutch Bros (BROS) is anticipated to report a year-over-year decline in earnings of -5.3%, with expected earnings of $0.18 per share for the quarter ended June 2025 [3][12] - Revenue is projected to be $401.94 million, reflecting a significant increase of 23.7% compared to the same quarter last year [3] Earnings Expectations - The consensus EPS estimate has been revised down by 1.08% over the last 30 days, indicating a reassessment by analysts [4] - The Most Accurate Estimate for Dutch Bros is higher than the Zacks Consensus Estimate, resulting in a positive Earnings ESP of +1.62%, suggesting a likelihood of beating the consensus EPS estimate [12] Historical Performance - In the last reported quarter, Dutch Bros exceeded the expected earnings of $0.10 per share by delivering $0.14, resulting in a surprise of +40.00% [13] - Over the past four quarters, the company has consistently beaten consensus EPS estimates [14] Industry Context - The Zacks Retail - Restaurants industry includes other players like First Watch Restaurant Group, which is expected to post earnings of $0.07 per share, indicating a year-over-year decline of -50% [18] - First Watch's revenue is expected to be $305.97 million, up 18.3% from the previous year, but it has a negative Earnings ESP of -28.57%, making it challenging to predict an earnings beat [19][20]

Core Insights - Dutch Bros Inc (NYSE:BROS) has experienced a pullback since early June, currently trading at $59.36, but is expected to rebound due to its proximity to the supportive 200-day trendline, which aligns with its year-to-date breakeven level [1] Group 1: Stock Performance - BROS is currently within 0.75 of the 200-day trendline's 20-day average true range (ATR), having spent at least 80% of the last 10 days and 80% of the last two months above this level [2] - Historical data shows that in the past three years, similar signals have led to a one-month increase in stock price, averaging a 21% gain, which could position BROS at $71.82, effectively recovering its July losses [2] Group 2: Technical Indicators - The 14-day relative strength index (RSI) for BROS is at 30.7, indicating it is on the verge of "oversold" territory [4] - Short interest in BROS accounts for 6.6% of the stock's available float, suggesting significant potential for buying power if a rebound occurs [4]