Coffee chain Dutch Bros (NYSE: BROS) will be announcing earnings results this Thursday after the bell. Here’s what investors should know.
Dutch Bros beat analysts’ revenue expectations by 2.3% last quarter, reporting revenues of $423.6 million, up 25.2% year on year. It was an exceptional quarter for the company, with an impressive beat of analysts’ same-store sales 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 23.9% year on year to $424.7 million, slowing from the 34.9% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $0.10 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 Q4 results, giving us a hint as to what we can expect. Yum China delivered year-on-year revenue growth of 8.8%, beating analysts’ expectations by 3.9%, and Yum! Brands reported revenues up 6.4%, topping estimates by 2.7%. Yum China traded up 9.7% following the results while Yum! Brands was also up 1.5%.
Read our full analysis of Yum China’s results here and Yum! Brands’s results here.
Debates over possible tariffs and corporate tax adjustments have raised questions about economic stability 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 2.8% on average over the last month. Dutch Bros is down 10.2% during the same time and is heading into earnings with an average analyst price target of $77.10 (compared to the current share price of $55.23).
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