How does Dutch Bros' performance compare to Starbucks?

Dutch Bros' revenue grew 30%, while Starbucks' revenue grew only 9% in the same period.

What is Dutch Bros' guidance for fiscal 2026?

The company expects full-year revenue between $4.8B and $5.0B, with 150-170 new store openings.

How did BROS stock react to the earnings?

BROS shares rose 8% in after-hours trading to $85.

Dutch Bros Q1 Revenue Surges 30%, Outpaces Starbucks

Q: What was Dutch Bros' revenue in Q1 2026?

Dutch Bros reported Q1 2026 revenue of $1.2 billion, up 30% year-over-year.

Dutch Bros (BROS) reported Q1 2026 revenue of $1.2 billion, up 30% year-over-year, significantly outpacing Starbucks' 9% growth. The company also posted strong earnings and raised its full-year guidance.

Dutch Bros (NASDAQ: BROS) reported its first-quarter 2026 financial results, with revenue surging 30% year-over-year to $1.2 billion, far exceeding analysts' estimates. The coffee chain's performance stands in stark contrast to industry giant Starbucks, which reported only 9% revenue growth in the same period.

Key Financial Results

Metric	Q1 2026	Q1 2025	Change
Revenue	$1.2B	$923M	+30%
Net Income	$85M	$62M	+37%
EPS	$0.45	$0.33	+36%

Highlights from the Report

The company attributed the strong performance to the opening of 45 new stores during the quarter, bringing the total to 1,200 locations. Expansion of the menu, particularly energy drinks, also helped attract new customers.

Future Guidance

Dutch Bros expects full-year 2026 revenue between $4.8 billion and $5.0 billion, with plans to open 150-170 new stores.

Stock Reaction

Shares of BROS rose 8% in after-hours trading to $85. Analysts are optimistic about the company's ability to maintain its growth momentum.

What This Means for Investors

Dutch Bros' ability to grow at a much faster pace than larger competitors makes it an attractive option for investors seeking exposure to the fast-casual coffee segment. However, maintaining profitability while expanding rapidly remains a key risk to watch.