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Dutch Bros(BROS) - 2025 Q4 - Annual Results
2026-02-12 21:06
Exhibit 99.1 Dutch Bros Inc. Reports Fourth Quarter and Fiscal Year 2025 Financial Results Achieves 29% Revenue Growth Year-Over-Year in the Fourth Quarter Delivers 7.7% System Same Shop Sales Growth, Including 5.4% System Same Shop Transaction Growth in the Fourth Quarter Delivers 19th Consecutive Year of Positive Same Shop Sales Growth TEMPE, Ariz. - February 12, 2026 - Dutch Bros Inc. (NYSE: BROS; "Dutch Bros" or the "Company"), one of the fastest- growing brands in the U.S. quick service beverage indust ...
Dutch Bros® CPG Products Expand to More Stores and Online
Prnewswire· 2026-02-10 12:00
Dutch Bros® CPG Products Expand to More Stores and Online [Accessibility Statement] Skip NavigationTEMPE, Ariz., Feb. 10, 2026 /PRNewswire/ -- Dutch Bros Inc. (NYSE: BROS) ("Dutch Bros"), one of the fastest-growing quick service beverage brands in the U.S., is bringing the flavors customers love to more places with its [Dutch Bros at home assortment]. After a gradual rollout, the lineup is now becoming available more broadly, giving customers even more ways to enjoy Dutch Bros.Continue ReadingThe collection ...
Dutch Bros Q4 Earnings Ahead: Can Transaction Growth Sustain Momentum?
ZACKS· 2026-02-09 16:50
Key Takeaways Dutch Bros is set to report Q4, with EPS seen at 10 cents and revenues projected to rise 24.5% to $426.8M.BROS saw transaction-driven same-shop sales, labor efficiency, throughput gains and rising Order Ahead use.BROS benefited from fall LTOs and early hot food rollout, lifting traffic and attachment despite higher costs.Dutch Bros Inc. (BROS) is scheduled to release fourth-quarter 2025 results on Feb. 12.The company has an impressive track record of earnings surprises. Its earnings beat the Z ...
What Analyst Projections for Key Metrics Reveal About Dutch Bros (BROS) Q4 Earnings
ZACKS· 2026-02-09 15:17
Analysts on Wall Street project that Dutch Bros (BROS) will announce quarterly earnings of $0.10 per share in its forthcoming report, representing an increase of 42.9% year over year. Revenues are projected to reach $426.77 million, increasing 24.5% from the same quarter last year.The current level reflects a downward revision of 7.7% in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively reappraised their initial projecti ...
3 Ways This Little-Known Company Is Running Laps Around Starbucks
Yahoo Finance· 2026-02-07 19:55
Core Insights - Starbucks holds a $110 billion market cap and reported revenue of $9.9 billion in Q1 of fiscal 2026, but its shares are trading 23% below their peak as of February 4 [1] - Dutch Bros is emerging as a strong competitor, generating nearly 75% of its revenue after 10 a.m., unlike leading chains that see half of their sales during that time [5][6] - Dutch Bros has achieved 12 consecutive quarters of same-store sales growth, contrasting with Starbucks' six straight quarters of declines prior to a recent growth report [8] Company Performance - Starbucks' same-store sales are projected to rise by 3% in fiscal 2026, indicating a potential recovery [9] - Dutch Bros aims for an average annual unit volume of $1.8 million, supported by its unique sales distribution throughout the day [6] Expansion Potential - Dutch Bros has a market cap of $9 billion and had 1,081 locations as of September 30, 2025, indicating significant room for growth [10] - The company believes there is potential for 7,000 stores in the U.S., particularly in the eastern and northern regions, which could lead to substantial revenue and earnings growth [11]
CMPGY vs. BROS: Which Stock Is the Better Value Option?
ZACKS· 2026-02-06 17:41
Core Viewpoint - The comparison between Compass Group PLC (CMPGY) and Dutch Bros (BROS) indicates that CMPGY presents a better value opportunity for investors at this time due to its stronger earnings outlook and more attractive valuation metrics [1][3][7]. Valuation Metrics - CMPGY has a forward P/E ratio of 19.80, significantly lower than BROS's forward P/E of 61.16, suggesting that CMPGY is more reasonably priced relative to its earnings [5]. - The PEG ratio for CMPGY is 1.73, while BROS has a PEG ratio of 1.98, indicating that CMPGY's expected earnings growth is more favorable compared to its price [5]. - CMPGY's P/B ratio stands at 6.41, compared to BROS's P/B of 9.97, further highlighting CMPGY's relative undervaluation [6]. Investment Ratings - CMPGY holds a Zacks Rank of 2 (Buy), indicating a positive outlook, while BROS has a Zacks Rank of 4 (Sell), suggesting a less favorable investment position [3][7]. - The Value grade for CMPGY is B, reflecting its strong valuation metrics, whereas BROS has a Value grade of F, indicating poor valuation [6].
Here is What to Know Beyond Why Dutch Bros Inc. (BROS) is a Trending Stock
ZACKS· 2026-02-06 15:01
Core Viewpoint - Dutch Bros (BROS) has experienced a significant decline in stock performance recently, with a return of -16.9% over the past month, contrasting with the S&P 500's -1.5% and the Zacks Retail - Restaurants industry's gain of 8.6% [2] Earnings Estimates - Dutch Bros is projected to report earnings of $0.10 per share for the current quarter, reflecting a year-over-year increase of +42.9%, although the Zacks Consensus Estimate has decreased by -7.7% over the last 30 days [5] - The consensus earnings estimate for the current fiscal year stands at $0.68, indicating a year-over-year change of +38.8%, with a slight decrease of -1.9% in the estimate over the past month [5] - For the next fiscal year, the consensus earnings estimate is $0.86, representing a +26.5% change from the previous year, with a -2.3% adjustment in the estimate over the last month [6] Revenue Growth - The consensus sales estimate for the current quarter is $426.47 million, indicating a year-over-year increase of +24.4% [11] - For the current fiscal year, the revenue estimate is $1.62 billion, reflecting a +26.5% change, while the next fiscal year's estimate is $2.03 billion, indicating a +25.2% change [11] Recent Performance - In the last reported quarter, Dutch Bros achieved revenues of $423.58 million, a year-over-year increase of +25.2%, and an EPS of $0.19 compared to $0.16 a year ago [12] - The company exceeded the Zacks Consensus Estimate for revenues by +3.03% and for EPS by +11.76% [12] - Dutch Bros has consistently beaten consensus EPS and revenue estimates in the last four quarters [13] Valuation - Dutch Bros is currently graded F in the Zacks Value Style Score, indicating it is trading at a premium compared to its peers [17] - The assessment of valuation multiples such as P/E, P/S, and P/CF is crucial for determining whether the stock is overvalued, fairly valued, or undervalued [15]
Morgan Stanley Maintains Overweight Rating On Dutch Bros (BROS) Following 2026 Sector Outlook Note
Yahoo Finance· 2026-02-05 12:20
Dutch Bros Inc. (NYSE:BROS) is one of the stocks that should double by 2030. On January 20, Morgan Stanley lowered the firm’s price target on Dutch Bros to $82 from $84 while keeping an Overweight rating. This decision was made as part of the firm’s 2026 outlook note on its restaurants and foodservice distributors coverage. On January 14, TD Cowen approved of Dutch Bros’ acquisition of Clutch Coffee. The transaction allowed Dutch Bros to increase its Southeast presence and speed up regional expansion. Th ...
Why Dutch Bros Stock Fell 11% in January
Yahoo Finance· 2026-02-04 13:44
Shares of Dutch Bros (NYSE: BROS) stock dropped 11% in January, according to data provided by S&P Global Market Intelligence. There wasn't any news specific to the coffee shop company, but the stock has been sliding over the past few months as the market worries about the strength of the U.S. consumer. Image source: Dutch Bros. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » Great cof ...
What Makes Dutch Bros (BROS) Immersion Investment Partners’ “Doubted Champion”?
Yahoo Finance· 2026-02-04 13:34
Core Insights - Immersion Investment Partners achieved a net return of 4.9% in Q4 2025, outperforming the Russell 2000 Index's return of 2.2% and the Russell Microcap Index's gain of 6.3% [1] - The yearly return for Immersion Investment Partners was 45.4%, significantly higher than the Russell 2000 Index's 12.8% and the Russell Microcap Index's 23.0% [1] - The firm expressed concerns about energy demands and unclear monetization paths in the context of massive investments in AI, indicating potential investment opportunities for companies with innovative business models [1] Company Focus: Dutch Bros Inc. - Dutch Bros Inc. (NYSE:BROS) is highlighted as a top holding for Immersion Investment Partners, with a market capitalization of $8.804 billion [2] - The stock closed at $53.49 per share on February 3, 2026, but has seen a decline of -15.38% in the past month and -18.58% over the past twelve months [2] - Immersion Investment Partners views Dutch Bros as a compelling restaurant asset with favorable long-term trends, comparing it to successful brands like Wingstop and Domino's, while noting its early growth stage and cult-like following similar to Chick-fil-A and In-N-Out Burgers [3]