For the quarter ended September 2025, Dutch Bros (BROS) reported revenue of $423.58 million, up 25.2% over the same period last year. EPS came in at $0.19, compared to $0.16 in the year-ago quarter.
The reported revenue represents a surprise of +3.03% over the Zacks Consensus Estimate of $411.13 million. With the consensus EPS estimate being $0.17, the EPS surprise was +11.76%.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Dutch Bros performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Shop count, end of period - Total shop count: 1,081 versus the five-analyst average estimate of 1,084.
- Shop count, end of period - Franchised: 322 compared to the 322 average estimate based on four analysts.
- Shop count, end of period - Company-operated: 759 versus the four-analyst average estimate of 763.
- System same shop sales and transactions: 5.7% versus 4.2% estimated by four analysts on average.
- Company-operated same shop sales and transactions: 7.4% versus the four-analyst average estimate of 4.7%.
- Total net - new shop openings: 38 compared to the 42 average estimate based on three analysts.
- Company-operated new openings: 34 compared to the 39 average estimate based on three analysts.
- Franchised new openings: 4 versus 3 estimated by three analysts on average.
- Revenues- Franchising and other: $30.75 million versus $32.68 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +2.8% change.
- Revenues- Company-operated shops: $392.83 million versus $378.56 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +27.4% change.
View all Key Company Metrics for Dutch Bros here>>>
Shares of Dutch Bros have returned +15.8% over the past month versus the Zacks S&P 500 composite's +1% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.
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Dutch Bros Inc. (BROS): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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