Shares of coffee retail chain Dutch Bros NYSE: BROS climbed 4% in after-hours trading on Wednesday following the company's blowout Q3 earnings call.
BROS stock surges after third-quarter earnings and revenues beat estimates, with record AUVs and robust same-shop sales fueling growth momentum.
While the top- and bottom-line numbers for Dutch Bros (BROS) give a sense of how the business performed in the quarter ended September 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Dutch Bros Inc. ( BROS ) Q3 2025 Earnings Call November 5, 2025 5:00 PM EST Company Participants Neil Patel Christine Barone - CEO, President & Director Joshua Guenser - Chief Financial Officer Conference Call Participants Hyun Jin Cho - Goldman Sachs Group, Inc., Research Division Dennis Geiger - UBS Investment Bank, Research Division Andrew Barish - Jefferies LLC, Research Division Andrew Charles - TD Cowen, Research Division Sara Senatore - BofA Securities, Research Division David Tarantino - Robert W. Baird & Co. Incorporated, Research Division Brian Harbour - Morgan Stanley, Research Division Sharon Zackfia - William Blair & Company L.L.C.
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?
Beyond analysts' top-and-bottom-line estimates for Dutch Bros (BROS), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended September 2025.
Intuitive Surgical makes surgical robots and is building a strong annuity-like income stream. Dutch Bros is a profitable coffee chain that has a huge growth opportunity as it expands its business geographically.
Dutch Bros has a huge expansion opportunity in front of it. Hot breakfast items could be a big same-store sales driver for the company.
Dutch Bros has significant room for expansion over the long term. MercadoLibre is dominating Latin America with a compelling ecosystem of e-commerce and fintech services.
BROS boosts financial flexibility with a $650M refinancing, fortifying liquidity and fueling its next phase of unit expansion.
Dutch Bros (BROS) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Dutch Bros is launching egg-based breakfast items to drive growth, bucking industry trends as rivals cut menus and face breakfast spending declines. BROS has delivered strong sales and EBITDA growth, but faces slowing momentum and a premium valuation, trading at 85x forward earnings. The new breakfast strategy targets Gen Z preferences, but carries execution risks, especially as industry peers struggle with breakfast offerings and margin pressures.