Choppin’ It Up by Bloomberg Intelligence
Sep 8, 2026 · 34 min · 15 segments
The great ideas in the restaurant industry are typically the ones your customers and teams are already asking for, Dutch Bros CEO Christine Barone tells Bloomberg Intelligence. In this episode of the…
Christine BaroneGuest
Mike HalenHost
You know, Dutch Bros earnings beat the sell-side's 2Q estimates on the top and bottom line, and you raised your 2026 guidance, but apparently missed the buy-side's bogey causing the stock to sell off.
And in addition to that great growth, we were also able to raise guidance for the rest of the year.
I think that as we look ahead, investors are looking at lots of different pieces of our business as they analyze what we're doing.
I think over the long term, what we're really focused on is continuing to grow our shop growth at a very healthy rate.
And I think our investors are pleased with how we're doing on that path and on that growth.
And so as we grow, we're always looking for that healthy same shop sales growth as well.
And we've had a number of initiatives as we go forward to really focus on that.
And I think when you look throughout the year, really what's happening is we had an incredible Q3 and Q4 in 2025.
And so, you know, that plane just gets steeper as we go throughout the year.
Yeah, and that's enough to have some hedge funds sell the stock if they see tougher comps coming on the horizon.
Yeah, I think the important thing that we keep seeing is, you know, our long-term investors are really focused on that incredible TAM that we have in front of us and how much growth we still have.
And doing that in such a healthy way with such strong customer sentiment is really what's going to matter over the long term.
You know, Dutch Bros earnings beat the sell-side's 2Q estimates on the top and bottom line, and you raised your 2026 guidance, but apparently missed the buy-side's bogey causing the stock to sell off.
And in addition to that great growth, we were also able to raise guidance for the rest of the year.
I think that as we look ahead, investors are looking at lots of different pieces of our business as they analyze what we're doing.
I think over the long term, what we're really focused on is continuing to grow our shop growth at a very healthy rate.
And I think our investors are pleased with how we're doing on that path and on that growth.
And so as we grow, we're always looking for that healthy same shop sales growth as well.
And we've had a number of initiatives as we go forward to really focus on that.
And I think when you look throughout the year, really what's happening is we had an incredible Q3 and Q4 in 2025.
And so, you know, that plane just gets steeper as we go throughout the year.
Yeah, and that's enough to have some hedge funds sell the stock if they see tougher comps coming on the horizon.
Yeah, I think the important thing that we keep seeing is, you know, our long-term investors are really focused on that incredible TAM that we have in front of us and how much growth we still have.
And doing that in such a healthy way with such strong customer sentiment is really what's going to matter over the long term.
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