Dutch Bros (BROS) Q4 Earnings and Revenues Top Estimates

Core Insights - Dutch Bros (BROS) reported quarterly earnings of $0.17 per share, exceeding the Zacks Consensus Estimate of $0.10 per share, and showing an increase from $0.07 per share a year ago, resulting in an earnings surprise of +70.00% [1] - The company achieved revenues of $443.61 million for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 3.95% and up from $342.79 million year-over-year [2] Earnings Performance - Dutch Bros has consistently surpassed consensus EPS estimates over the last four quarters, indicating strong performance [2] - The company’s shares have declined approximately 12.6% since the beginning of the year, contrasting with the S&P 500's gain of 1.4% [3] Future Outlook - The future performance of Dutch Bros stock will largely depend on management's commentary during the earnings call and the earnings outlook for upcoming quarters [4][6] - Current consensus EPS estimate for the next quarter is $0.16 on revenues of $443.62 million, and for the current fiscal year, it is $0.86 on revenues of $2.03 billion [7] Industry Context - The Retail - Restaurants industry, to which Dutch Bros belongs, is currently ranked in the bottom 23% of over 250 Zacks industries, suggesting potential challenges ahead [8] - The performance of Dutch Bros may also be influenced by the overall industry outlook, as historical data shows that the top 50% of Zacks-ranked industries outperform the bottom 50% by more than 2 to 1 [8]