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Dutch Bros sees FY26 revenue $2.00B-$2.03B, consensus $2.04B

Sees FY26: Same shop sales1 growth is estimated to be in the range of 3% to 5%. adjusted EBITDA is estimated to be between $355 million and $365 million, which includes the continued impact of elevated coffee costs, partially offset by leverage on Adjusted SG&A. Capital expenditures are estimated to be between $270 million and $290 million. Total system shop openings are estimated to be at least 181.

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