Dutch Bros Inc. (BROS) Reports Fourth-Quarter Revenue of $443.6 million, Above Consensus

On February 12, 2026, Dutch Bros Inc. (NYSE:BROS) reported fourth-quarter gross of $443.6 million, supra the statement estimation of $424.9 million. Systemwide aforesaid store income accrued 7.7%, and systemwide aforesaid store transactions roseate 5.4% compared with the aforesaid play successful 2024. Company-operated aforesaid store income grew 9.7%, with transactions up 7.6%. CEO Christine Barone said the institution delivered a record-breaking twelvemonth 5 years into its beingness arsenic a nationalist company, highlighting a defined way toward sustainable, profitable growth. She pointed to fourth-quarter gross maturation of 29%, strategy aforesaid store income maturation of 7.7%, and company-operated aforesaid store income maturation of 9.7%, driven by higher transactions and what she described arsenic a compelling worth proposition. Adjusted EBITDA accrued 49%, outpacing topline maturation and supporting continued concern successful the business. Dutch Bros guided fiscal 2026 gross to a scope of $2.00 cardinal to $2.03 billion, compared with statement estimates of $2.04 billion.

Earlier, connected January 20, 2026, Morgan Stanley lowered its terms people connected Dutch Bros Inc. (NYSE:BROS) to $82 from $84 antecedently portion maintaining an Overweight standing arsenic portion of its 2026 outlook for restaurants and foodservice distributors.

Dutch Bros Inc. (NYSE:BROS) operates and franchises drive-thru java shops crossed the United States done its Company-Operated Shops and Franchising segments.

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