$BROS

🔹 Revenue: $415.8M (Est. $403.14M) 🟢; UP +28% YoY

🔹 EPS (Adj.): $0.26 (Est. $0.18) 🟢

🔹 Systemwide Same Shop Sales: +6.1%

🔹 Company-Operated SSS: +7.8%

FY25 Outlook (Raised):

🔹 Revenue: $1.59B–$1.60B (Est. $1.585B) 🟢

🔹 Adjusted EBITDA: $285M–$290M

🔹 Same Shop Sales Growth: ~4.5%

🔹 CapEx: $240M–$260M

🔹 New Shop Openings: 160+

Other Q2 Metrics:

🔹 Transaction Growth: +3.7% Systemwide | +5.9% Company-Operated

🔹 New Shops Opened: 31 (30 company-operated)

🔹 Gross Profit: $92.6M (vs. $70.0M YoY)

🔹 Operating Income: $54.7M

🔹 Net Income: $38.4M (vs. $22.2M YoY)

🔹 Adjusted EBITDA: $89.0M (vs. $65.2M YoY); UP +36.6%

CEO Commentary (Christine Barone):

🔸 “Our business continues to fire on all cylinders.”

🔸 “Momentum remains strong with transaction-driven sales growth and solid execution.”

🔸 “We’re raising full-year guidance across revenue, comps, and adjusted EBITDA.”

$BROS

🔹 EPS: $0.07 (Est. $0.00) 🟢

🔹 Revenue: $342.8M (Est. $317.80M) 🟢; UP +34.9% YoY

🔹 Adj EBITDA: $48.8M (Est. $38.26M) 🟢; UP +41.2% YoY

Q1'25 Guidance:

🔹 Revenue: $331.85M (Est. $331.85M) 🟡

🔹 Adjusted EBITDA: Between $265M and $275M

Segment Highlights (Q4 2024):

🔹 Company-Operated Shops:

Revenue: $314.2M (Est. $289.59M) 🟢; UP +38.2% YoY

Gross Margin: 21.4%, UP +280 bps YoY

Contribution Margin: 28.9%, UP +240 bps YoY

Same Shop Sales:

🔸 System: +6.9% YoY

🔸 Company-Operated: +9.5% YoY

Shop Openings:

🔸 Total: 32 new shops (25 company-operated)

Strategic & Shareholder Updates:

🔸 Plans for 160+ new shops in 2025

🔸 Expanding transaction growth initiatives with mobile ordering and throughput enhancements in 2025

🔸 Long-term focus on food offering expansions starting in 2026

Management Commentary:

🔸 Christine Barone, CEO:

"We delivered exceptional performance in the fourth quarter, driven by 35% revenue growth and strong same shop sales. Our multi-year transaction-driving initiatives position us for sustained growth, with exciting opportunities for innovation and customer engagement in 2025 and beyond."

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