$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."

All these stocks hit new 52 WEEK HIGHS at some point today

Apple $AAPL (-6,8 %)

Affirm $AFRM (-8,34 %)

Brookfield $BN (-7,46 %)

Dutch Bros $BROS

Citi $C (-7,64 %)

Cameco $CCO (-6,28 %)

Carnival $CCL (-3,71 %)

Marvell $MRVL (-10,58 %)

Norwegian $NCLH (-3,71 %)

On Holding $ONON

Palantir $PLTR (-11,65 %)

Royal Caribbean $RCL (-4,34 %)

Rocket Lab $RKLB (-8,63 %)

Shake Shack $SHAK (-5,67 %)

Square $SQ (-6,52 %)

Trade Desk $TTD (-5,16 %)

Visa $V (-6,9 %)

Walmart $WMT (-3,92 %)