Coffee chain firm Dutch Bros rallies after strong report, guidance

Coffee chain co Dutch Bros BROS.N shares jumping 18.1% before the bell to $60.04 after quarterly results surpass Wall Street's expectations, and encouraging 2026 outlook

BROS on track for biggest one-day pct gain since Aug 7, if gains hold

Tempe, Arizona-based firm late Thurs posted Q4 rev of $443.6 mln, up 29% yr/yr, and adj EPS of 17 cents, topping LSEG estimates of rev of $424.8 mln and earnings of 10 cents

Same-store sales (SSS) grew 7.7%, driven by transaction increases, which was well above analysts' model of 4.2% growth

For 2026, co forecast total rev of $2-$2.03 bln and SSS growth of 3%-5%

Jefferies, which has a 'buy' on BROS and $83 PT, pointed to co's strong results and "solid" 2026 guidance, saying that fears of competition are overblown

19 of 21 brokerages rate stock "strong buy" or "buy", 2 "hold"; median PT $75 - LSEG

Through Thurs close, stock down 17% YTD following 17% rise last year