Dutch Bros Results Presentation Deck slide image

Dutch Bros Results Presentation Deck

QUARTERLY FINANCIALS 1 2 3 (UNITS) 538 271 267 Q4 2021 SHOPS Company-Operated 133 25% 125 46% 19.1% Q4 2021 Franchised (% OF COMPANY-OPERATED SHOP SALES) 671 396 Q4 2022 COMPANY-OPERATED SHOP CONTRIBUTION MARGIN 123 275 28.5% Q4 2022 ($M) ($M) $140 $114 $26 Q4 2021 $(8) REVENUE Company-Operated $14 Q4 2021 9.8% Net Income $62M 44% $61M 54% NET INCOME AND ADJUSTED EBITDA $16M 116% Adj. EBITDA $202 $176 $26 Q4 2022 Franchised $(3) $30 Q4 2022 14.7% Adj. EBITDA % 13 See appendix for a reconciliation to the most directly comparable financial measure stated in accordance with GAAP See appendix for breakdown of Company-operated Shop Contribution Refer to "Company-Operated Shop Results" and "Consolidated Statements of Operations" sections on our Earnings Release filed on Form 8-K, dated February 22, 2023 for the three months ended December 31, 2022 regarding our revised historical results related to an immaterial error correction for employee sick leave. 4
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