Key PointsDutch Bros is a fast growing quick service drive-through coffee chain giving Starbucks a real run for the money.Dutch Bros Q1 2024 EPS beat by 8 cents as revenues surged 40% YoY in contrast to Starbucks EPS miss of 12 cents and a 1.8% YoY revenue decline.Dutch Bros has a longer growth runway as average unit volumes (AUV) hit $2 million per location, which averages just 950 square feet.5 stocks we like better than Dutch BrosDutch Bros. Inc. NYSE: BROS is a growing quick-service coffee and beverage ...

Starbucks is facing a number of challenges right now, and consumers may be opting for an up-and-coming chain as an alternative.As earnings season comes into full bloom, some businesses outside big tech are capturing the attention of investors.Coffee chain Starbucks (NASDAQ: SBUX) is a closely followed company because its trends can offer unique insights into the health of the economy and consumer purchasing habits.Last week, Starbucks released results for its second quarter of fiscal 2024, ended March 31. O ...

An analyst upgrade lifted shares of the coffee chain.Shares of Dutch Bros (BROS 8.20%) were moving higher again, continuing a surge from earlier in the week after the drive-thru coffee chain delivered impressive results in its first-quarter earnings report.Today, the coffee slinger seemed to benefit from a Wall Street upgrade, reflecting the strong results in its recent earnings report.As of 1:17 p.m. ET, the stock was up 8%. Dutch Bros gets a nod from Wall StreetTD Cowen upgraded its rating on Dutch Bros f ...

Key PointsEarnings reports often trigger large moves in stocks that signal larger moves to come. The stocks on this list surged more than 10% following their earnings reports. Analysts sentiment is positive and may lead them to fresh highs before the end of the year. 5 stocks we like better than Payoneer GlobalEarnings reports often catalyze big moves in a stock’s price; the bigger the move, the more conviction the market shows. Catalysts for these moves include better-than-expected results, gained traction ...

The upstart coffee chain delivered a strong earnings report on Tuesday night.Shares of Dutch Bros (BROS 1.86%), the drive-thru-focused coffee chain in the Western U.S., were climbing the charts this week after the company delivered a strong first-quarter earnings report.As of Thursday at 12:52 p.m. ET, the stock was up 17.4%, according to data from S&P Global Market Intelligence. The company's strong quarterly results also drew a notable contrast with Starbucks, the global coffee giant, which posted weak re ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ______________________________ FORM 10-Q ______________________________ (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Quarterly Period ended March 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ________ to ________ Commission file number 001-40798 ______________________________ DUTCH BROS ...

Investors rightfully feel fully caffeinated after the company's stellar earnings.Shares of quick-service coffee and beverage company Dutch Bros (BROS 11.07%) exceeded analysts' estimates for its first-quarter results. As of 1:20 p.m. ET on Wednesday, Dutch Bros stock was up 11%.Dutch Bros: Blending high growth with net profitsEntirely in high growth mode, Dutch Bros delivered a 39% sales increase in Q1, powered by the fact that its store count grew by 22% over the same time frame. However, these new stores ...

AGCreativeLab/iStock via Getty ImagesInvestment Thesis Dutch Bros (NYSE:BROS) posted quarterly earnings and revenue for their first quarter of FY24 that beat market expectations amid strong growth in their U.S. same-shop sales, much faster than what the coffee chain had witnessed in the same quarter a year earlier. Given the miserable performance by Starbucks (SBUX), my expectations were aligned with the general market sentiment, projecting far slower same-shop sales for Dutch Bros. However, the Oregon- ...

Supplemental Earnings Slides Q1 2024 1 12 51 DISCLAIMER 90 11 3 822 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 39 limitation, statements regarding the Company’s future results of operations or financial condition, including guidance for 2024, business strategy and plans, and objectives of management for future operations. Words su ...

财务数据和关键指标变化 - 公司收入增长39%,达到2.75亿美元 [5] - 调整后EBITDA增长120%,达到5300万美元 [5][36][37] - 调整后EBITDA利润率达到19.1%,同比增加700个基点 [37][38] - 公司运营店铺贡献率达到29.8%,同比增加560个基点 [37] - 调整后销售、一般及管理费用占收入比重降至14.7%,同比下降370个基点 [37][41] 各条业务线数据和关键指标变化 - 同店销售增长10%,为2021年第四季度以来最强单季度表现 [5][7] - 同店销售增长由客单价和客流量共同推动 [7][71] - 客流量连续第二个季度改善 [7] - 系统平均客单价达到200万美元,创历史新高 [8] 各个市场数据和关键指标变化 - 公司在佛罗里达州开设首家门店,客户需求强劲,超出预期 [26][92][131] - 德克萨斯州将继续是公司2024年重要的增长市场,预计占新开门店约30% [28] 公司战略和发展方向及行业竞争 - 创新战略取得成功,推出蛋白质咖啡和珍珠奶茶两款新品 [15][16][17] - 将继续推出定义行业的创新产品,以增加销售层次,增强竞争优势 [18] - 忠诚度计划取得进展,会员交易占比达66% [19][20][21][25] - 加大广告投放力度,提升新市场的品牌知名度 [22][101][134] - 计划在2024年底前在大部分门店推出移动点单功能 [23][24][97][98] - 未来将更多采用建造自有物业的方式,提高资本效率 [32] 管理层对经营环境和未来前景的评论 - 尽管消费环境仍存在不确定性,但公司2024年全年业绩指引有所上调 [43][44][45] - 预计2季度和3季度的调整后EBITDA将相对更为接近,4季度下滑幅度将小于往年 [46] - 公司有充足的流动性支持未来增长计划 [42] - 公司有信心通过创新、会员计划和广告投放等措施应对消费环境的挑战 [59][60][61][63] 问答环节重要的提问和回答 问题1 **John Ivankoe 提问** 移动点单功能是否会减少门店员工工时,以及是否会提高整体生产效率 [49][50][51][52][53] **Christine Barone 回答** 公司不会减少门店员工工时,而是会将节省的时间投入到提高服务质量和顾客体验上 [50][51] 问题2 **Andy Barish 提问** 公司2季度及全年业绩指引相对1季度有所保守的原因 [58][59][60][61][62][63] **Charley Jemley 回答** 主要是由于同比基数提高以及一些成本因素的影响 [59][60][61][62] 问题3 **Sharon Zackfia 提问** 1季度利润大幅超预期的原因,以及2季度及全年利润率可能下降的原因 [72][73][74][75] **Charley Jemley 回答** 1季度利润大幅超预期主要是由于销售增长加速,但2季度及全年将受到加州最低工资上调和技术投入等因素的影响 [73][74][75]