2Dยท

Dutch Bros Q2'25 Earnings Highlights

$BROS


๐Ÿ”น Revenue: $415.8M (Est. $403.14M) ๐ŸŸข; UP +28% YoY

๐Ÿ”น EPS (Adj.): $0.26 (Est. $0.18) ๐ŸŸข

๐Ÿ”น Systemwide Same Shop Sales: +6.1%

๐Ÿ”น Company-Operated SSS: +7.8%


FY25 Outlook (Raised):

๐Ÿ”น Revenue: $1.59Bโ€“$1.60B (Est. $1.585B) ๐ŸŸข

๐Ÿ”น Adjusted EBITDA: $285Mโ€“$290M

๐Ÿ”น Same Shop Sales Growth: ~4.5%

๐Ÿ”น CapEx: $240Mโ€“$260M

๐Ÿ”น New Shop Openings: 160+


Other Q2 Metrics:

๐Ÿ”น Transaction Growth: +3.7% Systemwide | +5.9% Company-Operated

๐Ÿ”น New Shops Opened: 31 (30 company-operated)

๐Ÿ”น Gross Profit: $92.6M (vs. $70.0M YoY)

๐Ÿ”น Operating Income: $54.7M

๐Ÿ”น Net Income: $38.4M (vs. $22.2M YoY)

๐Ÿ”น Adjusted EBITDA: $89.0M (vs. $65.2M YoY); UP +36.6%


CEO Commentary (Christine Barone):

๐Ÿ”ธ โ€œOur business continues to fire on all cylinders.โ€

๐Ÿ”ธ โ€œMomentum remains strong with transaction-driven sales growth and solid execution.โ€

๐Ÿ”ธ โ€œWeโ€™re raising full-year guidance across revenue, comps, and adjusted EBITDA.โ€

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I love the name. Some dutch guys who started a coffee shop
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