Dutch Bros(US:BROS) ZACKSยท2025-05-07 23:30Core Insights - Dutch Bros reported revenue of $355.15 million for the quarter ended March 2025, reflecting a year-over-year increase of 29.1% and surpassing the Zacks Consensus Estimate of $343.5 million by 3.39% [1] - The company's EPS for the quarter was $0.14, up from $0.09 in the same quarter last year, resulting in a surprise of 40% compared to the consensus estimate of $0.10 [1] Financial Performance - The stock of Dutch Bros has returned +13.3% over the past month, outperforming the Zacks S&P 500 composite's +10.6% change [3] - The company currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market [3] Operational Metrics - Total shop count at the end of the period was 1,012, slightly below the average estimate of 1,013 [4] - Franchised shop count was 317, in line with the average estimate of 316, while company-operated shops totaled 695, slightly below the estimate of 698 [4] - System same shop sales and transactions were reported at 4.7%, matching the average estimate [4] - Company-operated same shop sales and transactions increased by 6.9%, exceeding the average estimate of 5.4% [4] New Openings and Revenue Breakdown - Total net new shop openings were 30, compared to the average estimate of 32 [4] - Company-operated new openings were 25, below the average estimate of 28, while franchised new openings matched the estimate at 5 [4] - Revenues from franchising and other sources were $28.73 million, below the average estimate of $29.53 million, but representing a year-over-year increase of 6.4% [4] - Revenues from company-operated shops reached $326.42 million, surpassing the average estimate of $313.36 million, with a year-over-year change of 31.6% [4]