Dutch Bros Poised To Snap 4-Day Losing Streak After Q4 Beat – Retail Turns ‘Extremely Bullish’

Dutch Bros rallied in after-hours trading. The move comes even as broader restaurant stocks struggle amid cautious consumer spending.

• The company’s fourth-quarter revenue rose 29.4% to $443.6 million, compared with Wall Street analysts' expectation of $424.9 million, according to data from Fiscal AI.
• In late January, Citi said that Dutch Bros has proven its portability across the U.S. and, beyond a multi-year "brand funnel" tailwind.
• Dutch Bros’ profit per share jumped to $0.17, from $0.03 a year earlier, while analysts estimated $0.10.

Shares of Dutch Bros soared 13% during overnight trading and were set to break a four-day losing streak on Friday following the company’s revenue and profit topping Wall Street expectations on the back of strong demand for its protein drink offerings, which have attracted Gen Z consumers.

Dutch Bros’ shares have declined 17% so far this year, erasing the entire gains made in 2025. This is in line with several restaurant and coffee chains seeing a downward trend as cautious customers think twice about dining out.

Earnings Snapshot

The company’s fourth-quarter revenue rose 29.4% to $443.6 million, compared with Wall Street analysts' expectation of $424.9 million, according to data from Fiscal AI. Dutch Bros’ profit per share jumped to $0.17, from $0.03 a year earlier, while analysts estimated $0.10.

Dutch Bros has benefited from its rollout of the Dutch Bros CPG platform, where in Creamers, coffee pods, ground coffee, and ready-to-drink offerings are now available in many retail outlets.

In late January, Citi said that Dutch Bros has proven its portability across the U.S. and, beyond a multi-year "brand funnel" tailwind, other key same-store-sales levers are set to add to the investment story over the next 12 to 24 months.

Coffee Wars: Dutch Bros Vs Starbucks

Citi noted that Dutch Bros' on-trend concept is well-positioned to gain market share despite the firm's muted view of the coffee-away-from-home market. On Thursday, Dutch Bros said same-store sales growth is expected to be 3% to 5% in 2026.

In comparison, Starbucks reported its first U.S. comparable sales growth in two years and forecast 3% annual global same-store sales growth in fiscal 2026. The company’s earnings of $0.26 per share were significantly below Street estimates of $0.59 per share.

What Is Retail Thinking?

Retail sentiment on Dutch Bros jumped to ‘extremely bullish’ from ‘bearish’ a day ago, with message volumes at ‘extremely high’ levels, according to data from Stocktwits. 

In the last 24 hours, retail message volumes on the platform jumped 626%.

A user on Stocktwits said Dutch Bros stock could reach $70 in the near term. This implies a 38% upside to the last closing price of $50.82.

Sentiment on Starbucks was in the ‘bearish’ territory, compared to ‘neutral’ a week ago, with message volumes at ‘low’ levels.

Shares of Starbucks have fallen 14% in the last 12 months, and Dutch Bros’ stock has declined 38% during the same period.

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