Dutch Bros(US:BROS) ZACKSยท2025-08-04 14:17Core 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].