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Dutch Bros Earnings Calls
| Release date | May 06, 2026 |
| EPS estimate | $0.160 |
| EPS actual | $0.130 |
| EPS Surprise | -18.75% |
| Revenue estimate | 449.695M |
| Revenue actual | 464.412M |
| Revenue Surprise | 3.27% |
| Release date | Feb 12, 2026 |
| EPS estimate | $0.100 |
| EPS actual | $0.170 |
| EPS Surprise | 70.00% |
| Revenue estimate | 424.773M |
| Revenue actual | 443.61M |
| Revenue Surprise | 4.43% |
| Release date | Nov 05, 2025 |
| EPS estimate | $0.167 |
| EPS actual | $0.190 |
| EPS Surprise | 13.64% |
| Revenue estimate | 413.575M |
| Revenue actual | 423.584M |
| Revenue Surprise | 2.42% |
| Release date | Aug 06, 2025 |
| EPS estimate | $0.180 |
| EPS actual | $0.260 |
| EPS Surprise | 44.44% |
| Revenue estimate | 411.764M |
| Revenue actual | 415.813M |
| Revenue Surprise | 0.98% |
Last 4 Quarters for Dutch Bros
Below you can see how BROS performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Aug 06, 2025 |
| Price on release | $57.79 |
| EPS estimate | $0.180 |
| EPS actual | $0.260 |
| EPS surprise | 44.44% |
| Date | Price |
|---|---|
| Jul 31, 2025 | $59.27 |
| Aug 01, 2025 | $56.71 |
| Aug 04, 2025 | $58.48 |
| Aug 05, 2025 | $57.45 |
| Aug 06, 2025 | $57.79 |
| Aug 07, 2025 | $70.27 |
| Aug 08, 2025 | $66.08 |
| Aug 11, 2025 | $67.48 |
| Aug 12, 2025 | $68.82 |
| 4 days before | -2.50% |
| 4 days after | 19.09% |
| On release day | 21.60% |
| Change in period | 16.11% |
| Release date | Nov 05, 2025 |
| Price on release | $55.56 |
| EPS estimate | $0.167 |
| EPS actual | $0.190 |
| EPS surprise | 13.64% |
| Date | Price |
|---|---|
| Oct 30, 2025 | $55.53 |
| Oct 31, 2025 | $55.54 |
| Nov 03, 2025 | $54.49 |
| Nov 04, 2025 | $55.17 |
| Nov 05, 2025 | $55.56 |
| Nov 06, 2025 | $53.22 |
| Nov 07, 2025 | $53.43 |
| Nov 10, 2025 | $56.69 |
| Nov 11, 2025 | $56.01 |
| 4 days before | 0.0540% |
| 4 days after | 0.81% |
| On release day | -4.21% |
| Change in period | 0.86% |
| Release date | Feb 12, 2026 |
| Price on release | $50.82 |
| EPS estimate | $0.100 |
| EPS actual | $0.170 |
| EPS surprise | 70.00% |
| Date | Price |
|---|---|
| Feb 06, 2026 | $57.04 |
| Feb 09, 2026 | $56.85 |
| Feb 10, 2026 | $55.05 |
| Feb 11, 2026 | $53.52 |
| Feb 12, 2026 | $50.82 |
| Feb 13, 2026 | $53.20 |
| Feb 17, 2026 | $53.61 |
| Feb 18, 2026 | $53.42 |
| Feb 19, 2026 | $49.73 |
| 4 days before | -10.90% |
| 4 days after | -2.14% |
| On release day | 4.68% |
| Change in period | -12.82% |
| Release date | May 06, 2026 |
| Price on release | $59.06 |
| EPS estimate | $0.160 |
| EPS actual | $0.130 |
| EPS surprise | -18.75% |
| Date | Price |
|---|---|
| Apr 30, 2026 | $57.51 |
| May 01, 2026 | $56.95 |
| May 04, 2026 | $56.84 |
| May 05, 2026 | $57.17 |
| May 06, 2026 | $59.06 |
| May 07, 2026 | $53.58 |
| May 08, 2026 | $52.71 |
| May 11, 2026 | $51.13 |
| May 12, 2026 | $50.68 |
| 4 days before | 2.70% |
| 4 days after | -14.19% |
| On release day | -9.28% |
| Change in period | -11.88% |
Dutch Bros Earnings Call Transcript Summary of Q1 2026
Dutch Bros reported an exceptionally strong Q1 2026: total revenues rose 31% year-over-year to $464 million and adjusted EBITDA increased 26%. System same-shop sales grew 8.3% (company-operated same-shop sales +10.6%), driven by transaction growth (5.1% system, 6.9% company-operated) and successful promotional/innovation activity (notably strong LTO performance). The company accelerated development and conversions (41 shop openings in Q1, including 7 Clutch Coffee Bar conversions) and reiterated a clear path to 2,029 shops by 2029. Management highlighted record AUVs ($2.2M), strong new-shop productivity, high Dutch Rewards penetration (74% of transactions), order-ahead adoption (~15% of transactions), and early success of the food rollout (completed in 485 system shops with ~low-teens food attachment and an expected company-fleet rollout mostly complete by end of Q3). They are raising full-year 2026 guidance: total revenues now projected at $2.05–$2.08 billion (25–27% growth), system same-shop sales growth of 4–6%, at least 185 system shop openings, and adjusted EBITDA of $370–$380 million, while keeping CapEx guidance at $270–$290 million. Near-term margin pressure is expected from elevated coffee costs and higher occupancy (shift to build-to-suit), partially offset by SG&A leverage. Liquidity was healthy (~$698M) and average CapEx per shop was ~$1.3M in Q1.
