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Dutch Bros (BROS) guidance and outlook
Dutch Bros (BROS) raised some and lowered other parts of its guidance on Nov 4, 2026: Revenue $2.1B for FY2026; EBITDA $380M for FY2026; Capital expenditures $370M–$390M for FY2026. Dutch Bros' 10-Q filed Nov 5, 2026 makes 4 forward-looking statements.
Guidance and outlook
Latest guidance
| Metric | Period | Range | Change |
|---|---|---|---|
| Revenue | FY2026 | $2.1B | reaffirmed |
| Revenue | FY2026 | +5% | new |
| EBITDA | FY2026 | $380M | lowered |
| Capital expenditures | FY2026 | $370M–$390M | raised |
From the earnings release filed Nov 4, 2026 (8-K on EDGAR).
Forward-looking statements, 10-Q filed Nov 5, 2026
- Our customers may have or in the future may have less money available for discretionary purchases and may reduce or stop purchasing our products.
- We expect pressures from minimum wage increases to continue to affect our operating results in the foreseeable future.
- We will continue to evaluate further pricing actions to protect our operating results, however, if there is a time lag between increasing costs and our ability to increase menu prices or take other action in response, or if we choose not to pass on the cost increases by increasing menu prices, our operating results could be negatively affected.
- We currently expect to fund our current and long-term material capital requirements with operating cash flows and, as needed, additional proceeds from our 2025 Credit Facility, but we may also seek additional debt or equity financing.
Dutch Bros' latest quarter
Dutch Bros, Q3 2026: revenue $550M (+30% year over year), operating margin 9.6%, net earnings $27.2M, operating cash flow $100M. The chart follows the revenue to costs, profit and cash.
Questions
Did Dutch Bros raise or lower its guidance?
Dutch Bros (BROS) raised some and lowered other parts of its guidance on Nov 4, 2026: Revenue $2.1B for FY2026; EBITDA $380M for FY2026; Capital expenditures $370M–$390M for FY2026.
What does Dutch Bros expect?
Our customers may have or in the future may have less money available for discretionary purchases and may reduce or stop purchasing our products. We expect pressures from minimum wage increases to continue to affect our operating results in the foreseeable future. We will continue to evaluate further pricing actions to protect our operating results, however, if there is a time lag between increasing costs and our ability to increase menu prices or take other action in response, or if we choose not to pass on the cost increases by increasing menu prices, our operating results could be negativel
Updated Nov 8, 2026. Read automatically from SEC filings and public data; errors are possible. Not investment advice.