Dutch Bros (BROS) Set to Release Earnings on Wednesday

Key Points

• Dutch Bros is expected to report Q3 2026 results after the market closes on November 4. Analysts forecast earnings of $0.241 per share and revenue of $548.27 million.
• The company exceeded estimates in its previous quarter, reporting $0.33 EPS and $550.85 million in revenue, up 32.5% year over year. Store expansion also continued, with 48 shops opened in Q2.
• BROS shares have declined sharply and recently traded near $41.63, while analysts maintain a “Moderate Buy” consensus and an average price target of $67.04; elevated put-option activity reflects ongoing bearish sentiment and risk concerns.

Dutch Bros (NYSE:BROS - Get Free Report) is expected to be announcing its Q3 2026 results after the market closes on Wednesday, November 4th. Analysts expect Dutch Bros to announce earnings of $0.2410 per share and revenue of $548.27 million for the quarter. Individuals may review the information on the company's upcoming Q3 2026 earnings report page for the latest details on the call scheduled for Wednesday, November 4, 2026 at 5:00 PM ET.

Dutch Bros (NYSE:BROS - Get Free Report) last announced its earnings results on Wednesday, August 5th. The company reported $0.33 earnings per share for the quarter, beating analysts' consensus estimates of $0.29 by $0.04. The company had revenue of $550.85 million for the quarter, compared to the consensus estimate of $525.38 million. The company's revenue for the quarter was up 32.5% on a year-over-year basis. During the same period in the previous year, the firm posted $0.26 EPS. On average, analysts expect Dutch Bros to post $0.88 EPS for the current fiscal year and $1.19 EPS for the next fiscal year.

Dutch Bros Trading Down 0.9%

BROS opened at $41.63 on Wednesday. The stock has a fifty day simple moving average of $42.91 and a two-hundred day simple moving average of $53.71. The company has a market cap of $7.27 billion, a price-to-earnings ratio of 57.81 and a beta of 2.31. Dutch Bros has a 12-month low of $36.51 and a 12-month high of $74.02.

Trending Headlines about Dutch Bros

Here are the key news stories impacting Dutch Bros this week:

• Positive Sentiment: Analyst support: Bank of America Securities issued a Buy rating on Dutch Bros, adding to the case that the recent selloff may have created an attractive entry point. Bank of America Securities Issues a Buy Rating on Dutch Bros Inc. (BROS)
• Positive Sentiment: UBS remains bullish: UBS maintained its Buy rating, signaling continued confidence in Dutch Bros’ growth prospects despite recent share-price weakness. UBS Remains a Buy on Dutch Bros Inc. (BROS)
• Positive Sentiment: Continued store expansion: Dutch Bros opened 48 shops in the second quarter of 2026, highlighting the company’s ability to grow its national footprint through its drive-thru-focused model and proprietary energy-drink offerings. Dutch Bros vs. Kimberly-Clark: Which Is the Smarter Buy Today?
• Positive Sentiment: Potential cost relief: One analysis argues that coffee costs may soon decline, potentially easing input-cost pressure and supporting future margins, although the stock has already fallen sharply. Dutch Bros: The Stock Falls 43% Just Before Coffee Costs Come Down
• Neutral Sentiment: Local expansion pipeline: Proposed locations in Homewood and Tacoma indicate continued expansion, but community discussions about school traffic and local impact could affect approval timelines. Dutch Bros Eyes Homewood Location as School Traffic Concerns Spark Debate Dutch Bros Coffee Stirs Up Plans for First Tacoma Location
• Neutral Sentiment: A market comparison with Kimberly-Clark and Lululemon frames Dutch Bros as a higher-growth but potentially less defensive investment, rather than announcing a new company-specific catalyst. Dutch Bros vs. Lululemon: Which Stock Is a Better Buy in 2026?
• Negative Sentiment: Bearish options activity: Traders bought 9,339 put options, 39% above average volume, suggesting increased hedging or bearish speculation around BROS. Dutch Bros Options Trading Report
• Negative Sentiment: The stock’s 43% decline has weakened momentum and reflects investor concerns about valuation, coffee costs and the execution risks of rapid expansion. Dutch Bros: The Stock Falls 43% Just Before Coffee Costs Come Down

Insiders Place Their Bets

In related news, Director Todd Penegor acquired 2,000 shares of the stock in a transaction dated Thursday, August 13th. The shares were purchased at an average cost of $51.56 per share, with a total value of $103,120.00. Following the transaction, the director directly owned 7,358 shares in the company, valued at approximately $379,378.48. This represents a 37.33% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, major shareholder Dm Individual Aggregator, Llc sold 50,709 shares of Dutch Bros stock in a transaction that occurred on Tuesday, October 20th. The shares were sold at an average price of $44.01, for a total transaction of $2,231,703.09. Following the transaction, the insider directly owned 2,360,091 shares in the company, valued at $103,867,604.91. This represents a 2.10% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 38.90% of the company's stock.

Wall Street Analyst Weigh In

Several equities research analysts have commented on BROS shares. Wells Fargo & Company dropped their target price on Dutch Bros from $70.00 to $55.00 and set an "overweight" rating on the stock in a report on Wednesday, October 21st. JPMorgan Chase & Co. dropped their price target on shares of Dutch Bros from $75.00 to $60.00 and set an "overweight" rating on the stock in a research note on Tuesday, September 29th. Oppenheimer reissued a "positive" rating on shares of Dutch Bros in a research report on Wednesday, September 30th. Robert W. Baird reduced their price objective on shares of Dutch Bros from $82.00 to $60.00 and set an "outperform" rating for the company in a research note on Friday, October 2nd. Finally, Telsey Advisory Group raised their price objective on shares of Dutch Bros from $66.00 to $74.00 and gave the company an "outperform" rating in a research note on Friday, July 31st. One investment analyst has rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating and four have assigned a Hold rating to the company. According to MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and a consensus target price of $67.04.

About Dutch Bros

Dutch Bros Inc is a drive-thru beverage company that operates and franchises coffee shops across the United States. The company is known for its made-to-order drinks, fast service and community-focused brand.

Its menu includes hot, iced and blended coffee beverages, along with specialty drinks such as energy drinks, teas, lemonades, smoothies and other noncoffee refreshments. Dutch Bros also offers packaged products and branded merchandise through select locations and digital channels.

Dutch Bros was founded in 1992 in Grants Pass, Oregon, by brothers Dane and Travis Boersma.

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