Dutch Bros Q1 Earnings Call Highlights

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Sat, May 9, 2026 astatine 10:07 AM CDT 8 min read

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Dutch Bros bushed first-quarter expectations and raised its full-year outlook. Revenue roseate 31% to $464 million, adjusted EBITDA climbed 26% to $79 million, and absorption present expects 2026 gross of $2.05 cardinal to $2.08 billion.
Transaction maturation remained strong, with the institution logging its seventh consecutive quarter of growth. Same-shop income roseate 8.3% systemwide, helped by beverage innovation, nutrient enlargement and a beardown limited-time offering lineup.
The institution is accelerating expansion, present readying to unfastened astatine slightest 185 strategy shops successful 2026 and reiterating a semipermanent people of 2,029 shops by 2029. Dutch Bros besides said its nutrient rollout and Clutch Coffee Bar conversions are outperforming aboriginal expectations.

Dutch Bros Q1 Earnings: The Newest Starbucks Rival Faces Its First Big Reality Check

Dutch Bros (NYSE:BROS) reported stronger-than-expected first-quarter results and raised its full-year outlook, with absorption citing sustained transaction growth, nutrient rollout momentum, beverage innovation and an accelerated improvement pipeline.

On the company’s May 6 net call, Christine Barone, Dutch Bros’ CEO and president, said first-quarter results “meaningfully exceeded expectations,” driven by the company’s Broistas, its all-day beverage platform, limited-time offerings and nutrient expansion. Total gross roseate 31% twelvemonth implicit twelvemonth to $464 million, portion adjusted EBITDA accrued 26% to $79 million.

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Josh Guenser, Dutch Bros’ CFO, said strategy same-shop income roseate 8.3% successful the quarter, driven by 5.1% transaction growth. Company-operated same-shop income accrued 10.6%, with transaction maturation of 6.9%. Barone said the institution has present delivered 7 consecutive quarters of transaction growth.

Dutch Bros Raises 2026 Outlook

Based connected first-quarter show and trends seen truthful acold successful the 2nd quarter, Dutch Bros raised respective parts of its 2026 guidance. Guenser said the institution present expects full-year gross of $2.05 cardinal to $2.08 billion, representing 25% to 27% maturation twelvemonth implicit year. Adjusted EBITDA is present expected to beryllium betwixt $370 cardinal and $380 million.

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The institution besides raised its full-year strategy same-shop income maturation outlook to a scope of 4% to 6%. Guenser said the updated forecast assumes second-quarter strategy same-shop income maturation approaching 5%, portion noting that transaction comparisons go much hard aboriginal successful the year.

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