BRCC
BRC Inc.1.2100
-0.0200-1.63%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Q&A details SKU expansion, energy focus
Q&A drilled into coffee's land-and-expand wins, revealing top retailers stock 8-20 SKUs versus the 5-6 average, with 12-15 targeted as achievable. Energy stays regionally focused in high-velocity 'smile states' for 2026, building on year-one lessons without diverting coffee resources. Recent upper-single-digit price hikes drew low elasticity under 0.5, aligning with expectations. Military tensions prompt no marketing tweaks. Retailers now carry nearly triple the SKUs from three years ago. Overall, answers reaffirmed scripted momentum. Investors will eye energy scaling and shelf productivity next.
Key Stats
Market Cap
138.72MP/E (TTM)
-Basic EPS (TTM)
-0.13Dividend Yield
0%Recent Filings
8-K
8-K
Q4 revenue up, EBITDA guides higher
BRC Inc. reported FY2025 net revenue of $398.3M, up 1.7% yet with Adjusted EBITDA down to $21.4M amid coffee inflation and impairments. Q4 revenue rose 6.5% to $112.7M on wholesale and DTC gains, but gross margin slipped to 32.1%. Momentum builds. Guides FY2026 for at least 7% revenue growth, 30% Adjusted EBITDA expansion.
10-K
FY2025 results
BRC Inc. posted FY2025 revenue of $398M, up 2% y/y, with Wholesale surging 5% to $258M on FDM expansion and Black Rifle Energy launch, yet DTC dipped 5% to $118M as loyalty rewards adjusted and consumers shifted retail, while Outposts held flat at $23M. Gross margin eroded to 35% from 41% amid coffee inflation, tariffs, and promo investments, fueling a swing to operating loss; Q4 momentum faltered with logistics snags and legal hits. Debt trimmed to $39M with $55M revolver room. Q4 accelerated Wholesale velocity. Brand backlash risks quarterly sales.
8-K
NYSE non-compliance notice
8-K
BRC hits 2025 revenue guidance
BRC Inc. released preliminary 2025 results on January 13, 2026, hitting guidance with revenue at least $395 million and Adjusted EBITDA at least $20 million. A $1.4 million non-cash raw material impairment from formulation changes trimmed gross margin to 34.5%-34.7%. Results remain preliminary. ICR presentation outlines multi-year growth in beverages.
IPO
Employees
Sector
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