Dutch Bros IncBROS
▲ PositiveCapitalrelevance
Raised 2026 revenue and EBITDA guidance, Q2 revenues up 32.5%.
Impact on stocks 3
Consumer Discretionary
Dutch Bros Growth Strong but Valuation Stays Rich
Earnings
Dutch Bros raised its 2026 revenue guidance to $2.10-$2.13 billion and adjusted EBITDA guidance to $385-$390 million, while second-quarter revenues increased 32.5% year over year to $550.9 million and systemwide same-shop sales advanced 5.8% with 1.7% transaction growth. The company still plans at least 185 system shop openings this year and expects 2026 capital expenditures of $350-$370 million. However, the stock trades at 3.5 times forward 12-month sales versus 3.1 times for its sub-industry and carries a forward price-to-earnings multiple of 50.9 times, leaving less room for execution misses. Dutch Bros currently carries a Zacks Rank #3 (Hold), with a Growth Score of A and Momentum Score of B but a Value Score of F.
Dutch Bros IncRaised 2026 revenue and EBITDA guidance, Q2 revenues up 32.5%.
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