The earnings call highlighted strong sales growth outperformance across various segments, effective cost management strategies, and successful new product launches. However, these positive aspects were tempered by significant gross margin pressure, tariff-related costs, and potential challenges in achieving the upper range of revenue guidance. Despite these challenges, the company's strategic focus on growth opportunities and operational efficiencies provides a balanced outlook.

Company Guidance

During Black Rifle Coffee Company's second quarter 2025 earnings call, the management provided guidance reflecting a positive outlook for the remainder of the fiscal year and beyond. The company maintained its full-year revenue guidance of $395 million to $425 million, expecting a sequential step-up in revenue due to ongoing distribution gains in packaged coffee and energy drinks. Despite a challenging macro cost environment, Black Rifle delivered a 32% sales growth on a 29% increase in unit volume, significantly outpacing the U.S. coffee category's growth. The company also reported a 7% increase in net revenue year-over-year, driven primarily by a 14% growth in the wholesale segment. Gross margins were expected to range between 35% and 37% for the year, with adjusted EBITDA anticipated to be between $20 million and $30 million. The management highlighted a strategic focus on expanding the retail footprint, particularly in grocery and mass merchandise channels, and improving direct-to-consumer sales, which showed signs of stabilization and growth. The launch of Black Rifle Energy, now available in over 15,000 retail locations, and the favorable performance of ready-to-drink coffee further underscore the company's strategic initiatives to drive long-term growth.

Sales Growth Outperformance

Black Rifle Coffee Company achieved a 32% sales growth on a 29% increase in unit volume, outperforming the U.S. coffee category's 9.6% sales growth and 1% decline in units.

Direct-to-Consumer Channel Stabilization

Despite a 7.8% decrease in year-over-year direct-to-consumer revenue, adjusted sales showed slight positive growth after accounting for a $2.4 million loyalty reserve benefit from the prior year.

Ready-to-Drink Coffee Segment Success

The company delivered 7% sales growth in its ready-to-drink coffee segment, outperforming a category that declined by 4%. Unit volume was up 9% against a 6% decline in category units.

Energy Drink Expansion

Black Rifle Energy reached distribution in over 15,000 retail locations with a 23% ACV since launching in January, showing strong momentum in a competitive category.

Wholesale Segment Growth

The wholesale segment grew 14% year-over-year, and after adjusting for $3 million in nonrecurring revenue, sales increased by 21% in the second quarter.

Operational Cost Efficiency

Headcount was reduced by approximately 20% year-over-year, resulting in lower salaries, wages, and benefits, which were reinvested into marketing.

BRC (BRCC) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

BRCC Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 06, 2025	2025 (Q3)	-0.01 / -	-0.01	―	―	―
Aug 04, 2025	2025 (Q2)	-0.03 / -0.07	-0.01	-600.00% (-0.06)
May 05, 2025	2025 (Q1)	-0.03 / -0.04	0.01	-500.00% (-0.05)	―
Mar 03, 2025	2024 (Q4)	>-0.01 / -0.03	-0.07	57.14% (+0.04)	―
Nov 04, 2024	2024 (Q3)	-0.02 / -0.01	-0.05	80.00% (+0.04)	―
Aug 07, 2024	2024 (Q2)	-0.01 / -0.01	-0.07	85.71% (+0.06)	―
May 08, 2024	2024 (Q1)	-0.05 / 0.01	-0.08	112.50% (+0.09)	―
Mar 06, 2024	2023 (Q4)	>-0.01 / -0.07	-0.09	22.22% (+0.02)	―
Nov 09, 2023	2023 (Q3)	-0.01 / -0.05	-0.08	37.50% (+0.03)	―
Aug 10, 2023	2023 (Q2)	-0.06 / -0.07	-0.22	68.18% (+0.15)	―

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
Aug 04, 2025	$1.65	$1.39	-15.76%
May 05, 2025	$2.37	$1.76	-25.74%
Mar 03, 2025	$2.57	$2.15	-16.34%
Nov 04, 2024	$3.16	$3.29	+4.11%

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 Nov 06, 2025, Before Open (Confirmed).

What is BRC (BRCC) earnings time?

BRC (BRCC) earnings time is at Nov 06, 2025, 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 2025 (Q3) is -0.01.

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