Dutch Bros Inc. — Form 8-K
Filed November 4, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 62/100
What the filing says
Dutch Bros reported Q3 2026 total revenues of $549.8M (up 29.8% YoY from $423.6M), net income of $37.2M (up 36.4% YoY from $27.3M), and Adjusted EBITDA of $101.1M (up 29.6% YoY from $78.0M). The company opened 48 new shops in Q3 (42 company-operated) and completed reacquisition of 32 Phoenix East Valley franchise locations on July 27, 2026. For full-year 2026, guidance raised to $2.1B+ revenue and $380M Adjusted EBITDA; for 2027, company announced accelerated shop opening goal of ~250 units (versus prior trend of ~185 annually).
Why this rating
Strong Q3 beats prior periods; 250-shop 2027 target represents ~35% acceleration in unit growth pace. Relative to $8.5B market cap, ~$150M revenue step-up and aggressive expansion are material but execution risk remains high.
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