Geopolitics Alpha

Dutch Bros’s (NYSE:BROS) Q3 2026 earnings results: revenue in line with expectations but stock drops 18.2%

Published . Updated .

Key takeaways

  • Coffee chain Dutch Bros (NYSE:BROS) met Wall Street’s revenue expectations in Q3 2026, with revenue up 29.8% year on year to $549.8 million.
  • Exposed: EWN, ASML, ING, STM, STLA
  • Market reaction: price tracking starts with the next trading session.

Market Call

Think this story will push the stock up or down over the next three trading days? Make a free call and see what other readers think. Points are play money with no cash value.

Get these market calls by email

The week's biggest market-moving stories, Congress trades and Trump posts, with the tickers they touch. Free, one email a week.

Free. We only use your email to send the digest, never sell or share it, and every email has a one-click unsubscribe link. See our privacy policy.

Dutch Bros’s (NYSE:BROS) Q3 2026 earnings results: revenue in line with expectations but stock drops 18.2%

Coffee chain Dutch Bros (NYSE:BROS) met Wall Street’s revenue expectations in Q3 2026, with revenue up 29.8% year on year to $549.8 million. On the other hand, the company’s full-year revenue guidance of $2.1 billion at the midpoint came in 1.5% below analysts’ consensus

Directly affected

  • BROS Dutch Bros+13.4% 30d

    Named in this report.

Indirectly affected

  • DBA Invesco DB Agriculture Fund-6.1% 30d

    Invesco DB Agriculture Fund: it follows farm commodity prices. Linked by “coffee” (grains and farm goods) in this story.

  • WEAT Teucrium Wheat Fund-4.5% 13d

    Teucrium Wheat Fund: it follows farm commodity prices. Linked by “coffee” (grains and farm goods) in this story.

  • EWN iShares MSCI Netherlands ETF

    iShares MSCI Netherlands ETF holds stocks listed in the Netherlands, which this story is about (“dutch”).

  • ADM Archer-Daniels-Midland-19.8% 30d

    Archer-Daniels-Midland (fats and oils): crop traders and farm suppliers move with grain prices and trade. Linked by “coffee” (grains and farm goods) in this story.

  • DE Deere-2.9% 30d

    Deere (farm machinery and equipment): crop traders and farm suppliers move with grain prices and trade. Linked by “coffee” (grains and farm goods) in this story.

  • BG Bunge Global-18.0% 30d

    Bunge Global (fats and oils): crop traders and farm suppliers move with grain prices and trade. Linked by “coffee” (grains and farm goods) in this story.

  • CF CF Industries Holdings-3.2% 30d

    CF Industries Holdings (agricultural chemicals): crop traders and farm suppliers move with grain prices and trade. Linked by “coffee” (grains and farm goods) in this story.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
BROS+0.01%-0.27%baseafter closeafter closeafter closeafter close
DBANo price data for this ticker———————
WEATNo price data for this ticker———————
EWN+0.12%-1.87%baseafter closeafter closeafter closeafter close
ADMNo price data for this ticker———————
DENo price data for this ticker———————
BGNo price data for this ticker———————
CFNo price data for this ticker———————

Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.

Dutch Bros’s (NYSE:BROS) Q3 2026 earnings results: revenue in line with expectations but stock drops 18.2% Yahoo Finance

Source: Yahoo Finance

How far Ishares (EWN) has moved since 4 Nov 2026

CompanyWhenMoveStatus
BROSthree days earlier-0.27%final price
BROSfive days earlier+0.01%final price
Ishares (EWN)three days earlier-1.87%final price
Ishares (EWN)five days earlier+0.12%final price

Congressional stock trades in Ishares (EWN)

Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).

Who gains and who loses around Ishares (EWN)

Companies tied to this story

  • EWN Ishares

    In “Dutch Bros’s (NYSE:BROS) Q3 2026 earnings results: revenue in line with expectations but stock drops 18.2%,” Ishares (EWN) is linked, with no stored direction, medium confidence. Reason on file: iShares MSCI Netherlands ETF holds stocks listed in the Netherlands, which this story is about (“dutch”)

  • ASML Asml Holding

    Asml Holding (ASML) is linked, with no stored direction, medium confidence in the 4 Nov 2026 story “Dutch Bros’s (NYSE:BROS) Q3 2026 earnings results: revenue in line with expectations but stock drops 18.2%.” Reason on file: ASML Holding N.V (special industry machinery) is one of the largest the Netherlands-based companies traded in the US, so news about the Netherlands (“dutch”) reaches its shares

  • ING Ing Groep

    Ing Groep (ING) is linked, with no stored direction, medium confidence in the 4 Nov 2026 story “Dutch Bros’s (NYSE:BROS) Q3 2026 earnings results: revenue in line with expectations but stock drops 18.2%.” Reason on file: ING Groep N.V (commercial banks) is one of the largest the Netherlands-based companies traded in the US, so news about the Netherlands (“dutch”) reaches its shares

  • STM STMicroelectronics N.V

    In “Dutch Bros’s (NYSE:BROS) Q3 2026 earnings results: revenue in line with expectations but stock drops 18.2%,” STMicroelectronics N.V (STM) is linked, with no stored direction, medium confidence. Reason on file: STMicroelectronics N.V (semiconductors and related devices) is one of the largest the Netherlands-based companies traded in the US, so news about the Netherlands (“dutch”) reaches its shares

  • STLA Stellantis N.V

    For “Dutch Bros’s (NYSE:BROS) Q3 2026 earnings results: revenue in line with expectations but stock drops 18.2%,” Stellantis N.V (STLA) is linked, with no stored direction, medium confidence. Reason on file: Stellantis N.V (motor vehicles and passenger car bodies) is one of the largest the Netherlands-based companies traded in the US, so news about the Netherlands (“dutch”) reaches its shares

Ishares (EWN)

The 4 Nov 2026 story “Dutch Bros’s (NYSE:BROS) Q3 2026 earnings results: revenue in line with expectations but stock drops 18.2%” names Ishares (EWN) because of this story.

For Ishares (EWN), the reason on file says iShares MSCI Netherlands ETF holds stocks listed in the Netherlands, which this story is about (“dutch”)

A second company, Asml Holding (ASML), is listed for a different reason: ASML Holding N.V (special industry machinery) is one of the largest the Netherlands-based companies traded in the US, so news about the Netherlands (“dutch”) reaches its shares

Dates and price levels for Ishares (EWN)

ASML traded between 1583.71 and 1868.68 across 13 sessions. The latest close on file is 1590.17. ING traded between 32.90 and 35.31 across 4 sessions. The latest close on file is 33.36.

A simple score for Ishares (EWN)

40 out of 100

“Dutch Bros’s (NYSE:BROS) Q3 2026 earnings results: revenue in line with expectations but stock drops 18.2%” scores 40 out of 100. The score uses 1 sources, and 5 linked companies.