Dutch Bros is expected to report Q1 2026 revenue of $447.3 million and EPS of $0.16, with the current stock price of $56.95 trading significantly below the average analyst price target of $76.40.
The primary focus for investors remains system same-shop sales growth, which is forecasted at 5.8% following management’s guidance of 4% to 6% for the period. Supporting this revenue growth, the company is continuing its aggressive footprint expansion with a target of approximately 30 new shop openings during the quarter. However, analysts are cautious regarding margin pressure, as management previously flagged a 200 basis point headwind in cost of goods sold due to elevated coffee prices.