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BRC (BRCC)
NYSE:BRCC
Earnings Data
Report Date
May 07, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
-0.01Last Year’s EPS
-0.04Same Quarter Last Year
Moderate Buy
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call balanced meaningful operating momentum—particularly in packaged coffee growth, distribution expansion, wholesale strength, debt reduction and clear 2026 guidance—with significant near-term margin pressure and a materially lower 2025 EBITDA driven by coffee cost inflation, tariffs and one-time charges. Management highlighted operational improvements (Q4 EBITDA nearly flat) and a path to margin recovery, but the 2025 profitability impact and channel pressure in RTD/C-stores are notable risks.Company Guidance
Packaged Coffee Strong Growth and Market Share Gains
Packaged coffee grew 31.1% for the year and 34% in the fourth quarter versus ~13% category growth; units were up more than 22% in 2025. National market share reached 3.3% in bagged coffee (up 60 basis points year-over-year) and 2.2% in pods (up 40 basis points). Velocity in grocery reached parity with the overall bagged coffee category despite pricing approximately 40% above the category average.
Distribution Expansion and Shelf Productivity
Distribution (ACV) increased nearly 8 points in 2025 to 54.9% for packaged coffee; on average grocers added two incremental BRC Inc. SKUs in 2025 and the company has nearly tripled shelf presence since entering grocery three years ago. Land-and-expand execution drove higher per-SKU productivity and allowed broader assortments.
Wholesale and Channel Performance
Wholesale segment revenue rose 5% year-over-year (13% excluding nonrecurring items). Sales to mass merchants increased double digits and grocery sales more than doubled. Ready-to-drink (RTD) ACV expanded 10 points to 55.9% and outperformed the category in grocery, mass and dollar channels for the full year.
Direct-to-Consumer Stabilization and Q4 Recovery
Direct-to-consumer stabilized in 2025 and returned to growth in Q4; DTC revenue increased 7% in the fourth quarter. For the full year DTC declined 5% but was slightly positive when excluding a 2024 loyalty benefit.
Energy Launch Distribution Progress
BRC Inc. Energy reached approximately 22% ACV across nearly 20,000 retail doors in its launch year, with plans to prioritize markets and channels that drive velocity and returns in 2026.
Balance Sheet Strength and Liquidity
Completed an equity offering and repaid the asset-based lending facility, reducing total debt by more than $30,000,000 in 2025. Ended the year with $39,000,000 of debt (~1.8x net debt to 2025 adjusted EBITDA; ~1.4x adjusted EBITDA based on 2026 guidance) and over $50,000,000 of total liquidity.
Forward-Looking Financial Guidance
Company expects at least 7% revenue growth in 2026 to approximately $425,000,000 and at least 30% EBITDA growth vs $21,400,000 in 2025. Q1 2026 revenue guidance is at least 10% growth year-over-year. Gross margins are expected in a 33%–36% range for 2026 (34.6% in 2025).
Social Impact Achievements
Exceeded a pledge to eliminate $25,000,000 in medical debt for veterans, instead wiping out more than $34,000,000 and helping approximately 15,000 veterans. Also provided food and other support to military families and veteran organizations.
BRCC Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
BRCC Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 02, 2026 | $0.65 | $0.81 | +24.81% |
Nov 03, 2025 | $1.42 | $1.32 | -7.04% |
Aug 04, 2025 | $1.65 | $1.39 | -15.76% |
May 05, 2025 | $2.37 | $1.76 | -25.74% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does BRC (BRCC) report earnings?
BRC (BRCC) is schdueled to report earning on May 07, 2026, Before Open (Confirmed).
What is BRC (BRCC) earnings time?
BRC (BRCC) earnings time is at May 07, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is BRCC EPS forecast?
BRCC EPS forecast for the fiscal quarter 2026 (Q1) is -0.01.