Dutch Bros Inc. shares climbed 4.68% to $53.20 after delivering a "double beat" for Q4 2025, reporting adjusted EPS of $0.17 on $443.6 million in revenue. The company successfully rebounded from an initial post-earnings sell-off as investors focused on record unit volumes and expansion plans.
- Operational growth was fueled by a 5.4% increase in transactions and record average unit volumes reaching $2.1 million.
- Management projects opening at least 181 new stores in 2026, maintaining aggressive expansion momentum alongside digital growth.
- The company issued a cautious EBITDA guidance of $355 million to $365 million for the upcoming year, citing the impact of rising coffee costs.