BROS Q2 2025

Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025

Earnings

Dutch Bros delivered a blowout second quarter of 2025, posting adjusted EPS of $0.26 against a consensus estimate of $0.18, a beat of 46.56%, while revenue climbed 28% year-over-year to $415.81 million, topping the $403.60 million consensus by 3.03%.… Read more Dutch Bros delivered a blowout second quarter of 2025, posting adjusted EPS of $0.26 against a consensus estimate of $0.18, a beat of 46.56%, while revenue climbed 28% year-over-year to $415.81 million, topping the $403.60 million consensus by 3.03%. The headline driver behind the strong result was genuine customer demand, with company-operated same-shop sales rising 7.8% on the back of a 5.9% surge in transactions, a signal that traffic growth is accelerating even as broader consumer spending remains under pressure. The company added 31 new shops during the quarter to reach 1,043 total locations, while adjusted EBITDA grew 36.6% to $89.00 million and net income nearly doubled to $38.36 million from $22.16 million a year earlier. Analysts have noted that Dutch Bros is gaining meaningful market share at a moment when competitors are losing traffic. Management responded to the momentum by raising full-year guidance, now targeting revenues of $1.59 billion to $1.60 billion, same-shop sales growth of approximately 4.5%, and adjusted EBITDA of $285 million to $290 million.