Dutch Bros shares fell about 20% by 11:45 a.m. ET Thursday, even though the coffee chain beat third-quarter estimates with $0.25 per share on $549.8 million in sales, versus expectations of $0.24 and $548.6 million. Revenue grew 30% year over year, same-store sales at company-operated stores rose 5.4%, and total company profit rose 36% to $37.2 million, with plans for 250 new store openings in 2027. The article notes that GAAP earnings of $0.20 per share were lower than the $0.25 non-GAAP figure, and that investors appear to have been more upset by annual sales guidance of at least $2.1 billion, slightly below the $2.13 billion Wall Street estimate. The article says the stock trades at 60 times earnings, while noting the guidance still leaves room for the company to meet or beat the analyst forecast.
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