earnings
confidence high
sentiment positive
materiality 0.85
Dutch Bros Q4 revenue $443.6M (+29% YoY), net income $29.2M; FY adj. EBITDA $302.6M; guides FY26 rev ~$2B
Dutch Bros Inc.
2025-FY EPS reported
$0.64
revenue$1,638,159,000
- Q4 total revenues $443.6M (+29.4% YoY); net income $29.2M vs $6.4M prior year.
- System same shop sales +7.7% (company-operated +9.7%); transaction growth 5.4% systemwide.
- FY 2025 total revenues $1.64B (+27.9% YoY); adjusted EBITDA $302.6M (+31.4%).
- FY 2026 guidance: rev $2.0-2.03B, adj. EBITDA $355-365M, at least 181 new shop openings.
- 19th consecutive year of positive same shop sales; record AUV of $2.1M.
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