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Dutch Bros Q3 Earnings Beat but 2026 Revenue Guidance Misses, Stock Slides

Nov 4, 2026, 5:13 PM EST1 sourcesAI-analyzed

Why it may matterVerify against the original reporting

Guidance disappointment despite a solid quarter led to a sharp after-hours decline; historically, guidance misses after beat-and-raise quarters weigh on multiple and price in the near term.

AI summary

What happened, with direct paths to the underlying reporting

Dutch Bros posted Q3 FY2026 results that beat EPS and revenue estimates, including EPS of 0.25 and revenue of $549.8 million, with solid store growth and same-store sales. However, the company narrowed its FY2026 revenue outlook to $2.1 billion, below the street's $2.13 billion target, triggering a sharp after-hours sell-off and raising near-term concerns about growth acceleration.

Q3 FY2026: EPS 0.25 vs 0.24 est; revenue $549.8M.
Opened 48 new shops; 42 company-operated.
Guidance narrowed: 2026 revenue outlook to $2.1B vs $2.13B est.
Stock fell ~19% in after-hours trading on guidance disappointment.

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