BROS leans into loyalty with Dutch Rewards driving 72% of first-quarter transactions and fueling traffic.
Dutch Bros Inc. BROS stock has jumped 19.6% in a month, outpacing the industry and the S&P 500's rallies of 1.9% and 4.6%, respectively. The company is capitalizing on its strong brand momentum, rapid expansion and increasing customer engagement through its digital and loyalty initiatives.
Shares of Dutch Bros (NYSE:BROS) have outpaced the broad market's rally over the past month by posting an eye-catching gain of 27.64%.
Finding a stock that is well-regarded by the market is simple enough; investors can judge the initial sentiment gauge by how the company in question has traded recently, as price action usually tells a deeper story when outperformance has been the norm. Then comes the buying from broader market participants, as momentum gets everyone excited about future opportunities to follow.
Dutch Bros has been an investor favorite, with shares up ~5% YTD and doubling over the past year, but its valuation is now too high at >30x forward adjusted EBITDA. The company is seeing relatively weak same-shop growth, as it laps prior-year price increases with arguably little room to raise prices further. Higher labor costs are eating into the company's operating margin profile, while coffee tariffs will burden margins through the remainder of the year.
Dutch Bros Inc. (NYSE:BROS ) Q1 2025 Earnings Conference Call May 7, 2025 5:00 PM ET Company Participants Paddy Warren – Senior Director, Investor Relations and Capital Markets Christine Barone – Chief Executive Officer and President Josh Guenser – Chief Financial Officer Conference Call Participants David Tarantino – Baird Brian Harbour – Morgan Stanley Dennis Geiger – UBS Andy Barish – Jefferies Andrew Charles – TD Cowen Chris O'Cull – Stifel John Ivankoe – JPMorgan Gregory Francfort – Guggenheim Securities Sara Senatore – Bank of America Jeffrey Bernstein – Barclays Jeff Farmer – Gordon Haskett Operator Thank you for standing by, and welcome to the Dutch Bros Inc. First Quarter 2025 Earnings Conference Call and Webcast. This conference call is being recorded today, May 7, 2025 at 5:00 p.m.
Although the revenue and EPS for Dutch Bros (BROS) give a sense of how its business performed in the quarter ended March 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Dutch Bros (BROS) came out with quarterly earnings of $0.14 per share, beating the Zacks Consensus Estimate of $0.10 per share. This compares to earnings of $0.09 per share a year ago.
Shares of Dutch Bros Inc. were up after hours on Wednesday after the drive-through coffee chain expressed greater optimism over its sales this year, citing “continued momentum,” even as its older and much bigger rival, Starbucks Corp., tries to turn itself around.
Besides Wall Street's top -and-bottom-line estimates for Dutch Bros (BROS), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended March 2025.
In the latest trading session, Dutch Bros (BROS) closed at $59.96, marking a +0.37% move from the previous day.
Dutch Bros (BROS) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.