NYSE$BROS

Dutch Bros Inc. · Q2 2025 earnings

Q2 2025 earnings · · After market close · Investor relations

Briefing

Dutch Bros Inc. reported Q2 2025 revenue of $415.8 million with net income of $38.4 million.

Dutch Bros achieved 28% year-over-year revenue growth in Q2 2025, driven by 113 net new shops and 6.1% systemwide same-shop sales growth. Company-operated shops contributed $380.5 million in revenue while franchising added $35.3 million. Operating income reached $54.7 million, reflecting improved shop-level margins and operating leverage.

  • Total revenue grew 28% to $415.8 million year-over-year, with company-operated shops up 29%.
  • Systemwide same-shop sales rose 6.1%, with transactions up 3.7% and ticket up 2.4%.
  • Ended the quarter with 1,043 shops (725 company-operated, 318 franchised).
  • Net income increased 73% to $38.4 million and diluted EPS was $0.20.

Headline financials

Total Revenue

$416M

Previous: $325M+28.0%
EPS (adj)

$0.20

Previous: $0.12+66.7%
Systemwide sales

$571M

Previous: $466M+22.5%
Systemwide same-shop sales

6.1%

Previous: 4.1%+48.8%
Total shops

1.0K

Previous: 912+14.4%
Company-operated shops

725

Previous: 612+18.5%
Franchised shops

318

Previous: 300+6.0%
Capital Expenditures

-$99.8M

Previous: -$122M+18.2%
Net Income

$25.6M

Previous: $11.9M+114.6%
Operating Income

$54.7M

Previous: $32.2M+69.8%
Cash & Equivalents

$254M

Previous: $261M-2.5%

Revenue & EPS history

Dutch Bros · Revenue · Quarterly

$416M

Q2 2025+28%vs Q2 2024
Beat estimate in 13 of 16 quarters(81%)
ActualEstimate

Revenue by segment

Dutch Bros · $416M total across 2 segments · Q2 2025

  • Company-operated shops
    $381M
  • Franchising and other
    $35.3M

Forward guidance

The company continues to focus on shop expansion and operational improvements amid macroeconomic pressures.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 18 quarterly earnings reports

Historical avg

+1.6%

Avg return

Earnings day

+3.5%

Avg return

5 days after

+3.0%

Avg return

30 days after

61%

11 / 18 earnings

Positive

+33.1%

Q3 2024

Best reaction

-38.5%

Q1 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2025
Q1 2026-9.2%-14.2%-6.0%
Q4 2025+4.7%+5.1%-6.9%
Q3 2025-4.2%+0.8%+5.2%
Q1 2025+8.9%+18.6%+23.4%
Q4 2024+29.1%+31.9%-3.4%
Q3 2024+33.1%+44.0%+64.0%
Q2 2024-19.9%-22.8%-15.6%
Q1 2024+12.1%+27.1%+36.2%
Q4 2023+1.0%+6.2%+23.7%
Q3 2023+1.1%+3.5%+3.6%
Q2 2023+18.2%+19.4%-4.0%
Q1 2023-11.5%-19.4%-6.3%
Q4 2022-8.9%-12.1%-23.3%
Q3 2022+10.7%+2.3%+0.2%
Q2 2022+8.9%+10.9%-12.9%
Q1 2022-38.5%-37.5%-15.7%
Q4 2021-8.3%+2.4%+14.6%
Q3 2021+2.2%-3.1%-22.1%
Q2 2021
Q1 2021
Q4 2020
Q3 2020
Q2 2020
Q1 2020

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