BROS Dutch Bros Inc

$BROS | DUTCH BROS INC. Q3 2026 EARNINGS HIGHLIGHTS ◆ EPS: $0.25 vs. $0.24 est. ✅ ◆ Revenue: $0.55B vs. $0.55B est. 🟠 ◆ Net Income: $37.2M (+36.5% YoY) ◆ Operating Income: $52.8M (+27.3% YoY) ◆ Operating Expenses: $497.0M (+30.1% YoY) ◆ Adjusted EBITDA: $101.1M (+29.6% YoY) Segment Performance: ◆ Company-Operated Shops: $515.0M (+31.1% YoY) ◆ Franchising and Other: $34.8M (+13.3% YoY) Key Metrics: ◆ Adjusted net income was $44.1M in Q3 2026, up from $33.5M in Q3 2025, a 31.7% increase. ◆ Systemwide sales grew 21.7% to $702.2M; systemwide same shop customer visits rose 0.4%. ◆ Company-operated shop count grew to 960 from 759 a year ago, adding 42 new shops in Q3. Forward Guidance: ◆ FY2026 total revenues: at least $2.1 billion. ◆ FY2026 same shop sales growth: at least 5%. ◆ FY2026 Adjusted EBITDA: approximately $380 million. ◆ FY2026 capital expenditures: $370 million to $390 million.

$BROS is ranked #9 in consumer cyclical growth with a score of 83. I posted these rankings yesterday, but I think they're worth sharing again. I bought yesterday because money is made when the markets are down. I used Stock Meadow's scoring model to find what I'm buying.

$BROS MM will shake traders out to load, double bottom with upgrades tomorrrow should have bounce. 😄

$BROS Started a position on Friday. Looks like a buying opportunity to me at these levels.

$BROS What a blessing this is. Company growing and doing good. Couole years this is an easy triple or more from these prices.

$BROS Jan 2028 60$ calls are dirt cheap still. 80+ is far more likely then you’d think by then.

$BROS Great report 30% sales growth 37% earnings growth 250 openings in 2027. Comps Company owned +5.4 Systemwide +4.4 I sold about half my position into earnings only because the strength BROS showed into the release. Run into earnings release - sell Fall into earnings release - buy Lifetime discipline.

$BROS I keep two bags of Dutch brothers coffee ☕️ at home. My wife and I love it ☕️ We drove by a Dutch Bros coffee hut on Sunday at 1:30 in the afternoon in Monroe, NC and were stunned to see two lines with 8 cars in each ! I’ll sell on my 70th birthday in 2033 🤩🤩 ☕️ 💵 💰

$BROS I have been out of this one since June, but this seems like a buying opportunity to me . Back in.

$BROS Just reminding everyone I said $35 is fair value back in the spring. We are here. $LKNCY Fair value is $75+ Will we ever see it in the Casino? Who knows... it all depends on what your politicians are invested in. I find comfort investing in value though. That doesn't make it a certainty

$BROS Amazing what these machines can do to prices these days and there is nothing you can do about it. Your stock beat earnings. Shut up down 20+% is what you get.

$BROS earnings are solid....and company has long runway for growth. Many ceo's sandbagging future numbers due to higher unknowns....but leaves a good setup situation.

$BROS In the long run this is clever: Dutch Bros uses a strategy called fortressing (or market clustering). They purposely open multiple drive-thrus close together in a single city. • The Goal: Block out competitors, dominate the local market, and shorten long drive-thru lines so customers don't leave out of frustration. • The Trade-off: While the total sales in that city go up, individual older shops will see their sales drop temporarily because the new shops are absorbing some of their lines.

$BROS curious this didn’t run up into earnings on a significant way at all. Must mean that there is a drop coming or it’s the final head fake before they crush it. REGARDLESS STAYING LONG! See you at $70!

$BROS would be nice to not only have a beat but a good forward guidance and go up 10-15 percent

$BROS $SPY but but how? Give it to me brothers and sisters. Another 10%+ 🚀 ripper within trading hours. 7356

$BROS only so many people willing to spend 6-7$ on an extremely unhealthy sugar bomb routinely. 7brew is eating their lunch

$BROS this seems like an incredible buying opp if you have cash on-hand - earnings weren’t bad

$BROS won’t surprise me if we’re green tomorrow!! Spy did exact same thing yesterday was down 1.49% overnight and open up to 1.79% in the morning 🙄

$BROS last few days this looked like it was coming back to fill gap from last ER but nope, now it has new gap . No position here so congrats to bears and tough day for bulls .