Dutch Bros (BROS) reported $443.61 million in revenue for the quarter ended December 2025, representing a year-over-year increase of 29.4%. EPS of $0.17 for the same period compares to $0.07 a year ago.
The reported revenue represents a surprise of +3.95% over the Zacks Consensus Estimate of $426.77 million. With the consensus EPS estimate being $0.10, the EPS surprise was +70%.
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: 1,136 compared to the 1,142 average estimate based on five analysts.
- Shop count, end of period - Franchised: 325 versus the four-analyst average estimate of 331.
- Shop count, end of period - Company-operated: 811 versus 812 estimated by four analysts on average.
- System same shop sales and transactions: 7.7% versus 4.6% estimated by four analysts on average.
- Company-operated same shop sales and transactions: 9.7% versus 5.3% estimated by four analysts on average.
- Total net - new shop openings: 55 compared to the 62 average estimate based on three analysts.
- Company-operated new openings: 52 compared to the 54 average estimate based on three analysts.
- Franchised new openings: 3 versus 8 estimated by three analysts on average.
- Revenues- Franchising and other: $34.04 million compared to the $30.46 million average estimate based on six analysts. The reported number represents a change of +19% year over year.
- Revenues- Company-operated shops: $409.58 million versus $396.52 million estimated by six analysts on average. Compared to the year-ago quarter, this number represents a +30.4% change.
View all Key Company Metrics for Dutch Bros here>>>
Shares of Dutch Bros have returned -14.4% over the past month versus the Zacks S&P 500 composite's -0.3% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform 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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