Brc Inc. (BRCC)
NYSE:BRCC
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Earnings Data
Report Date
Aug 06, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
-0.01Last Year’s EPS
-0.07Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call communicated strong commercial momentum and meaningful operational progress: double-digit revenue growth, substantial wholesale gains, shelf and ACV expansion, a large increase in adjusted EBITDA, improved cash flow and a stronger balance sheet. Management acknowledged near-term margin pressure from elevated green coffee costs, one-time write-downs and fuel/logistics pressures, and flagged RTD channel softness and a Q1 shipment timing benefit that will normalize. The company raised full-year revenue and EBITDA guidance and emphasized disciplined, confirmable drivers underpinning the outlook.Company Guidance
Strong Top-Line Growth
Net revenue increased 21% year-over-year in Q1 2026, with wholesale revenue up 31.5% and direct-to-consumer revenue up 7%, driven by distribution gains, pricing and marketplace growth.
Outperformance vs. Category and Retail Share Gains
Nielsen shows Black Rifle Coffee grew 34.6% in the quarter (more than 2.5x the category), with bagged coffee dollar share +55 basis points to 3.3% and pods +45 basis points to 2.2%.
Distribution and Shelf Expansion
Expanded distribution by approximately 7 points of ACV year-over-year; the average grocer is now carrying nearly two more Black Rifle items versus a year ago, with some grocery customers carrying 13–14 SKUs.
Material EBITDA and Margin Progress
Adjusted EBITDA increased from under $1 million to over $7 million year-over-year (more than an eightfold increase), representing a 570 basis point expansion in adjusted EBITDA margin.
Operating Expense Reductions and Efficiency
Total operating expenses declined over 8% year-over-year, including a 10% reduction in marketing expense and a 14% decline in general & administrative expense, reflecting improved operating leverage.
Improved Cash Flow and Strong Liquidity
Free cash flow improved by approximately $11 million year-over-year; Q1 generated $6 million versus a use of over $5 million in the prior-year period. Total liquidity exceeded $52 million and debt was $39 million (~1x net debt to trailing 12-month adjusted EBITDA).
Raised Full-Year Guidance
Increased 2026 revenue outlook to at least +8% (~$430 million) and raised adjusted EBITDA guidance to at least +35% (~$29 million), up from prior +30% EBITDA growth guidance.
Secured Commodity Visibility and Margin Recovery Plan
Substantially locked green coffee requirements for 2026 to improve cost visibility; company expects gross margins to stabilize (guidance 34%–36% for 2026) and recover over time toward a long-term 40% gross margin target via pricing, mix and productivity.
Direct-to-Consumer Channel Stabilization
DTC delivered its second consecutive quarter of year-over-year growth; marketplaces are scaling customer acquisition while blackriflecoffee.com remains the hub for subscriptions and retention.
Energy and RTD Distribution Progress
Energy SKU reached 21% ACV across more than 22,000 doors in Q1, reflecting measured expansion into channels showing early traction.
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 |
|---|---|---|---|
May 04, 2026 | $1.09 | $1.35 | +23.85% |
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% |
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 Inc. (BRCC) report earnings?
Brc Inc. (BRCC) is schdueled to report earning on Aug 06, 2026, Before Open (Confirmed).
What is Brc Inc. (BRCC) earnings time?
Brc Inc. (BRCC) earnings time is at Aug 06, 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 (Q2) is -0.01.