Coffee chain Dutch Bros (NYSE: BROS) will be reporting results this Wednesday after market close. Here’s what to look for.
Dutch Bros beat analysts’ revenue expectations by 3.1% last quarter, reporting revenues of $415.8 million, up 28% year on year. It was a stunning quarter for the company, with an impressive beat of analysts’ EBITDA estimates and a solid beat of analysts’ revenue estimates.
Is Dutch Bros a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.
This quarter, analysts are expecting Dutch Bros’s revenue to grow 22.4% year on year to $414 million, slowing from the 27.9% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $0.17 per share.
Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Dutch Bros has a history of exceeding Wall Street’s expectations, beating revenue estimates every single time over the past two years by 3.9% on average.
Looking at Dutch Bros’s peers in the traditional fast food segment, some have already reported their Q3 results, giving us a hint as to what we can expect. Restaurant Brands delivered year-on-year revenue growth of 6.9%, beating analysts’ expectations by 2.4%, and Domino's reported revenues up 6.2%, topping estimates by 0.9%. Restaurant Brands’s stock price was unchanged after the resultswhile Domino's was up 2.2%.
Read our full analysis of Restaurant Brands’s results here and Domino’s results here.
The euphoria surrounding Trump’s November win lit a fire under major indices, but potential tariffs have caused the market to do a 180 in 2025. While some of the traditional fast food stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 6% on average over the last month. Dutch Bros is up 11.3% during the same time and is heading into earnings with an average analyst price target of $77.67 (compared to the current share price of $54.57).
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