Dutch Bros/$BROS

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About Dutch Bros

Dutch Bros Inc is an operator and franchisor of drive-thru coffee shops that are focused on serving hand-crafted beverages. The company's hand-crafted beverage-focused lineup features hot and cold espresso-based beverages, cold brew coffee products, proprietary energy drinks, tea, lemonade, smoothies and other beverages. The company has two reportable operating segments Company-operated shops and Franchising. It derives maximum revenue from Company operated shops.

Ticker

$BROS

Primary listing

NYSE

Employees

20,000

Dutch Bros Metrics

BasicAdvanced
$8.3B
135.69
$0.48
2.64
-

What the Analysts think about Dutch Bros

Analyst ratings (Buy, Hold, Sell) for Dutch Bros stock.

Bulls say / Bears say

Revenue for Q2 2025 climbed 28% year-over-year to $415.8 million, beating Wall Street’s forecast of $403.75 million and highlighting steady demand across the drive-thru network.
Menu innovation contributed to first-quarter revenue growth of 29%, with limited-time offers such as Sweet Cereal Sips and the Spring Fever Dream Trio boosting transaction counts at same shops and showcasing the brand’s strong consumer appeal.
Digital engagement is strengthening customer loyalty, as the Dutch Rewards program now makes up 72% of transactions. Additionally, order-ahead transactions reached 11.5%, driving repeat visits and higher average unit volumes.
Rising raw coffee bean costs are putting pressure on profit margins, as Brazilian roasters raised prices by up to 10% following a 20% increase in arabica bean prices this year. Raw beans represent about 40% of wholesale coffee expenses.
Systemwide sales growth slowed slightly to 28% in Q2 from 29% in Q1, signaling that growth momentum may be reaching its peak as consumers generally become more cautious with spending.
Supplies of robusta coffee remain exceptionally tight worldwide, with prices hitting 15-year highs and traders warning of ongoing shortages. This poses a risk of continued input cost volatility for coffee chains like Dutch Bros.
Data summarised monthly by Lightyear AI. Last updated on 6 Sept 2025.

Dutch Bros Financial Performance

Revenues and expenses
QuarterlyAnnual
Q3 24
QoQ growth
Revenue
$37B
-39.75%
Net income
$45B
107.52%
Profit margin
37.65%
6.78%

Dutch Bros Earnings Performance

Company profitability
QuarterlyAnnual
Q4 23
Q1 24
Q2 24
Q3 24
Q4 24
Actual
$3.69
$2.85
$2.45
$2.42
-
Expected
$3.55
$2.61
$2.05
$2.31
$3.94
Surprise
3.94%
9.20%
19.51%
4.63%
-
Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
Real-time US market data is sourced from the IEX order book provided by Polygon. After-hours US market data is 15 minutes delayed and may differ significantly from the actual tradable price at market open.

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