Core Insights - Dutch Bros stock surged by 26.8% following the release of its fourth-quarter results, which significantly exceeded market expectations [1][2] - The company reported non-GAAP earnings per share of $0.07 on sales of approximately $342.8 million, outperforming analyst targets of $0.02 EPS on $318.8 million in sales [2] - Revenue for the fourth quarter increased by 34.9% year over year, with same-store sales up 6.9% and company-operated shops seeing a 9.5% growth [3] Financial Performance - For the full year, Dutch Bros closed with 982 shops and achieved a revenue of $1.28 billion, reflecting a 33% annual growth [4] - The company opened 151 new shops last year and plans to continue this trend with at least 160 new openings in 2025 [5] Future Outlook - Dutch Bros projects revenue for 2025 to be between $1.555 billion and $1.575 billion, indicating a growth of 22.2% at the midpoint [6] - Adjusted EBITDA is expected to range from $265 million to $275 million, representing a growth of approximately 17.2% at the midpoint [6] - Same-store sales growth is anticipated to be between 2% and 4% for the year [5]

Group 1 - The article highlights Uttam as a growth-oriented investment analyst focusing on the technology sector, particularly in semiconductors, Artificial Intelligence, and Cloud software [1] - Uttam's research also encompasses MedTech, Defense Tech, and Renewable Energy, indicating a diverse investment approach [1] - The Pragmatic Optimist Newsletter, co-authored by Uttam and his wife Amrita Roy, is recognized and cited by major publications like the Wall Street Journal and Forbes, showcasing its influence in the investment community [1] Group 2 - Prior to his research career, Uttam led teams at major technology firms such as Apple and Google, emphasizing his extensive experience in the industry [1]

Core Insights - Michael Wiggins De Oliveira is an inflection investor, focusing on acquiring undervalued companies at pivotal moments when their business narratives are shifting towards increased profitability over the next year [1] - The investment strategy emphasizes technology and the Great Energy Transition, including uranium, with a concentrated portfolio of approximately 15 to 20 stocks and an average holding period of 18 months [1] Group Features - Michael has over 10 years of experience analyzing companies, particularly in the tech and energy sectors, and has built a following of over 40,000 on Seeking Alpha [2] - He leads the investing group Deep Value Returns, which offers insights through a concentrated portfolio of value stocks, timely updates on stock picks, and a weekly webinar for live advice [2] - The Deep Value Returns community is described as active, vibrant, and supportive, providing accessible chat options for both new and experienced investors [2]

This hot coffee stock hasn't run out of steam yet.Dutch Bros (BROS 0.81%) is one of the fastest-growing coffee chains in America. The drive-thru coffee chain was founded in 1994, it started to franchise its locations in 1999, and it went public in 2021. Its store count grew from 254 shops in 2015 to 950 in the third quarter of 2024, and it plans to keep expanding for the foreseeable future.Its stock has nearly tripled from its IPO price of $23, but does it still have more upside potential? Let's review the ...

Supplemental Earnings Slides Q4 2024 1 DISCLAIMER Forward-Looking Statements. Statements in this presentation and the accompanying oral presentation that are not statements of historical fact are forward-looking statements. Such forward-looking statements include, without limitation, statements regarding the Company's future results of operations or financial condition, including guidance for 2025, new shop openings, business strategy and plans, objectives of management for future operations, and potential ...

Dutch Bros, Inc. (NYSE:BROS) Q4 2024 Earnings Conference Call February 12, 2025 5:00 PM ET Company Participants Paddy Warren - Senior Director, Investor Relations & Capital Markets Christine Barone - President & Chief Executive Officer Josh Guenser - Chief Financial Officer Conference Call Participants David Tarantino - Baird Dennis Geiger - UBS Chris O'Cull - Stifel Andy Barish - Jefferies Andrew Charles - TD Cowen Sara Senatore - Bank of America Jeffrey Bernstein - Barclays John Ivankoe - JPMorgan Gregory ...

Dutch Bros (BROS) reported $342.79 million in revenue for the quarter ended December 2024, representing a year-over-year increase of 34.9%. EPS of $0.07 for the same period compares to $0.04 a year ago.The reported revenue represents a surprise of +7.43% over the Zacks Consensus Estimate of $319.09 million. With the consensus EPS estimate being $0.02, the EPS surprise was +250.00%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to det ...

Group 1 - Dutch Bros reported quarterly earnings of $0.07 per share, exceeding the Zacks Consensus Estimate of $0.02 per share, and showing an increase from $0.04 per share a year ago, representing an earnings surprise of 250% [1] - The company achieved revenues of $342.79 million for the quarter ended December 2024, surpassing the Zacks Consensus Estimate by 7.43%, and up from $254.12 million year-over-year [2] - Dutch Bros has consistently outperformed consensus EPS and revenue estimates over the last four quarters [2] Group 2 - The stock has increased approximately 22.6% since the beginning of the year, significantly outperforming the S&P 500's gain of 3.2% [3] - The current consensus EPS estimate for the upcoming quarter is $0.11 on revenues of $331.38 million, and for the current fiscal year, it is $0.58 on revenues of $1.53 billion [7] - The Zacks Industry Rank for Retail - Restaurants is in the top 26% of over 250 Zacks industries, indicating a favorable outlook for the industry [8]

Dutch Bros reported strong earnings for Q4 2024, surpassing revenue and EPS estimates, showcasing effective expansion and digital engagement strategies.Drive-thru coffee chain Dutch Bros (BROS 0.81%) reported fourth-quarter and full-year 2024 earnings on Wednesday, Feb. 12, that exceeded analysts' consensus expectations. Adjusted earnings per share (EPS) of $0.07 came in well above the projected $0.02. Revenue for the quarter skyrocketed to $342.8 million, beating the forecast of $318 million. Dutch Bros de ...

Date of Report (Date of earliest event reported): January 13, 2025 (Exact name of registrant as specified in its charter) _______________________________________________________ (State or other jurisdiction of incorporation) 300 N Valley Dr Grants Pass, Oregon 97526 (Address of principal _______________________________________________________ UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K _______________________________________________________ CURRENT REPORT Pursuant to Sec ...