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Dec 31, 2022

Dutch Bros Q4 2022 Earnings Report

Dutch Bros reported strong Q4 2022 results with revenue growth and new shop openings.

Key Takeaways

Dutch Bros Inc. reported a 44.1% increase in total revenues to $201.8 million for the fourth quarter of 2022, driven by 30 new shop openings. System same shop sales decreased by 0.6%, while company-operated same shop sales decreased by 2.1%. The company's net loss was $(2.8) million, an improvement from $(8.2) million in the same period of 2021.

Opened 30 new shops, 26 of which were company-operated, across 11 states.

Total revenues grew 44.1% to $201.8 million as compared to the same period of 2021.

System same shop sales decreased (0.6)%, inclusive of the impact of our fortressing strategy.

Net loss was $(2.8) million as compared to $(8.2) million in the same period of 2021.

Total Revenue
$202M
Previous year: $140M
+44.1%
EPS
$0.03
Previous year: $0.02
+50.0%
Systemwide Sales
$298M
Previous year: $241M
+24.0%
Systemwide Same Shop Sales
-0.6%
Previous year: 10.1%
-105.9%
Company-operated Same Shop Sales
-2.1%
Previous year: 11.5%
-118.3%
Gross Profit
$54.4M
Previous year: $33.8M
+60.7%
Cash and Equivalents
$20.2M
Previous year: $18.5M
+9.0%
Free Cash Flow
-$36.1M
Previous year: -$36.3M
-0.3%
Total Assets
$1.19B
Previous year: $555M
+113.8%

Dutch Bros

Dutch Bros

Dutch Bros Revenue by Segment

Forward Guidance

Dutch Bros is providing the following full-year 2023 outlook: Total system shop openings in 2023 are expected to be at least 150, of which at least 130 shops will be company-operated. Total revenues are projected to be between $950 million and $1 billion.

Positive Outlook

  • Total system shop openings in 2023 are expected to be at least 150, of which at least 130 shops will be company-operated.
  • Total revenues are projected to be between $950 million and $1 billion.
  • Same shop sales growth is estimated to be in the low single digits.
  • Adjusted EBITDA is estimated to be approximately $125 million.
  • Capital expenditures are estimated to be in the range of $225 million to $250 million, which includes approximately $15 million to $20 million for our new roasting facility projected to open in 2024.

Revenue & Expenses

Visualization of income flow from segment revenue to net income