Marcin Frąckiewicz

Key takeaways (today): Revenue +25% YoY to $423.6M; adjusted EPS $0.19 vs. ~$0.17 expected; system same‑shop sales +5.7%; FY25 revenue outlook lifted; 160 shop openings targeted in 2025 and ~175 in 2026. Business Wire+2Yahoo Finance+2 What happened today Dutch Bros (NYSE: BROS) reported third‑quarter 2025 results after the bell, delivering 25% year‑over‑year revenue growth to $423.6 million and systemwide same‑shop sales up 5.7% (company‑operated +7.4%). Management said this marked the fifth consecutive quarter of positive transaction growth and noted systemwide AUVs at record highs. Business Wire The company raised full‑year 2025 revenue guidance to $1.61B–$1.615B (from the prior $1.59B–$1.60B range

At a glance (Nov. 5, 2025) What happened today e.l.f. Beauty reported second‑quarter fiscal 2026 (quarter ended Sept. 30, 2025) results showing net sales of $343.9 million (+14% YoY), gross margin of 69% (down 165 bps primarily on higher tariff costs), and adjusted EPS of $0.68. Management highlighted this as the 27th consecutive quarter of net‑sales growth and cited a record launch of Rhode in Sephora North America. Business Wire Why the stock sank after the bell After the release, shares fell about 19% in extended trading as the company’s FY26 outlook—net sales $1.55–$1.57 billion; adjusted EPS $2.80–$2.85—landed below Wall

Key takeaways (Nov. 5, 2025) What happened to DASH today (Nov. 5, 2025) DoorDash reported strong top‑line growth for Q3 2025 after the closing bell: revenue rose 27% y/y to ~$3.45B and Marketplace GOV reached $25.0B, while Adjusted EBITDA improved to $754M and GAAP net income was $244M. Management attributed margin improvement partly to advertising revenue and lower credits/refunds and Dasher costs as a share of GOV. Business Wire At the same time, guidance and spending plans grabbed the market’s attention. The company projected Q4 GMV of $28.9–$29.5B, but also signaled it will step up investment “by several hundred million

Updated: Nov 5, 2025, 21:18 UTC Market snapshot (intraday) What’s moving LYFT today Lyft reported record Q3 2025 results and guided to better‑than‑expected holiday‑quarter bookings, while also unveiling a new MileagePlus® rewards partnership with United Airlines—a trio of headlines keeping the stock bid into the close. Business Wire+2Reuters+2 Q3 2025 by the numbers Operational momentum: management highlighted all‑time highs in Active Riders (28.7M) and Rides (248.8M) for the quarter. Business Wire Outlook: guidance tops expectations For Q4 2025, Lyft expects gross bookings of $5.01B–$5.13B, above Wall Street’s ~$4.98B estimate (LSEG). The company also called out 50% growth in high‑margin premium

Dateline: November 5, 2025 — DoorDash (NASDAQ: DASH) fell in late trading after its third‑quarter report delivered a classic “beat and miss”: revenue topped expectations while earnings per share came in below consensus. Management also telegraphed “several hundred million” dollars of extra investment for 2026, a message that overshadowed otherwise strong growth metrics and an upbeat holiday‑quarter outlook. Key takeaways Market reaction: why DASH fell despite strong top‑line In after‑hours trade, DoorDash shares fell double‑digits as traders focused on the earnings miss and management’s plan to step up 2026 investment in new initiatives and platform technology (including AI tooling). Bloomberg

Figma (NYSE: FIG) reported Q3 2025 results, raised full‑year guidance, and outlined AI product momentum. Here’s today’s share price, key numbers, catalysts, and risks investors are watching. At a glance Figma stock price today (NYSE: FIG) Figma shares ended today near $44.01 (-3.9%) and were modestly higher in the post‑market, as investors absorbed the earnings and fresh outlook. For context, the stock’s 52‑week high is $142.92; at today’s close FIG trades roughly ~69% below that peak. Seeking Alpha+1 Note: Intraday and post‑market figures are delayed and may differ from your broker’s real‑time quotes. What Figma reported for Q3 2025 Figma’s

TL;DR Price Action (Nov. 5, 2025) Arm (ARM) finished regular trading around $160.29 (-0.27%) and traded near $163–164 (+~2%) in early after-hours shortly after results crossed the wire (around 4:09 p.m. ET). Levels were volatile as headlines hit. MarketBeat By the Numbers — Q2 FY26 Results (quarter ended Sept. 30) Outlook — Q3 FY26 (current quarter) What’s Driving the Story Today Key Chart & Comparative Context What to Watch on Today’s Call (5:00 p.m. ET) Quick News Roll‑Up — Nov. 5, 2025 Why It Matters Arm’s business model—up‑front licenses + per‑chip royalties—gives it broad exposure to AI’s spread from phones

Updated: November 5, 2025 At a glance: Robinhood Markets (NASDAQ: HOOD) reported Q3 2025 net income of $556 million ($0.61/share) on $1.27 billion in revenue, powered by a surge in retail trading. Management also disclosed a CFO transition beginning in early 2026. Shares finished today’s regular session up about 4.4% at $142.76 ahead of the 5:00 p.m. ET earnings webcast. Reuters+1 What happened today By the numbers (Q3 FY2025) How that stacked up vs. expectations: Ahead of the print, Wall Street looked for ~$1.21B in revenue and ~$0.54 in EPS, implying a beat on both lines with $1.27B and $0.61