Earnings summaries and quarterly performance for BRC.
Executive leadership at BRC.
Board of directors at BRC.
Research analysts who have asked questions during BRC earnings calls.
Daniel Biolsi
Hedgeye Risk Management
3 questions for BRCC
Also covers: PRGO, STKL
George Kelly
ROTH Capital Partners
3 questions for BRCC
Also covers: BODI, BTMD, CSV +10 more
Glenn West
William Blair & Company
3 questions for BRCC
Also covers: COCO, PBH
Michael Baker
D.A. Davidson & Co.
3 questions for BRCC
Also covers: AAP, AMRK, AZO +17 more
Sarang Vora
Telsey Advisory Group
3 questions for BRCC
Also covers: COUR, VITL, WEST +2 more
Joseph Altobello
Raymond James & Associates, Inc.
2 questions for BRCC
Also covers: BC, CWH, DOOO +16 more
Daniel Double
B. Riley Securities
1 question for BRCC
David Fulcrum
Truist Securities
1 question for BRCC
Jon Andersen
William Blair & Company
1 question for BRCC
Also covers: BRBR, CELH, COCO +11 more
JP Wallum
ROTH Capital Partners
1 question for BRCC
Martin Mitela
Raymond James & Associates, Inc.
1 question for BRCC
Also covers: GOLF, HLLY, MBUU +3 more
William Chappell
Truist Securities
1 question for BRCC
Also covers: BRBR, CENT, CHD +9 more
Recent press releases and 8-K filings for BRCC.
BRC Inc. Provides Q3 2025 Investor Presentation with Financial Guidance and Strategic Updates
BRCC
Guidance Update
Revenue Acceleration/Inflection
Product Launch
- BRC Inc. projects at least $395 million in Net Revenues for 2025, representing over 1% growth, alongside a minimum Gross Margin of 35% and at least $20 million in Adjusted EBITDA.
- The company has strategically shifted its revenue mix, with Wholesale growing to 62% of revenue in 2024A from 24% in 2021A, while its Direct-to-Consumer (DTC) channel decreased from 71% to 32%.
- Operational improvements include a 49% headcount reduction from 920 in Q4 2022 to 470 in Q3 2025. Despite this, Q3 2025 gross margin of 36.9% was temporarily impacted by investments in the energy drink launch, green coffee inflation, and tariffs.
- BRCC has successfully scaled its Ready-to-Drink (RTD) coffee business to over $100 million, becoming the #3 RTD coffee brand, and launched its energy drink in January 2025, achieving 20%+ ACV in its first quarter.
- Long-term financial targets through 2027 include a 10%-15% Revenue CAGR, a 40%+ Gross Margin, and a 15%-25% Adjusted EBITDA CAGR.
Nov 13, 2025, 11:30 AM
BRCC Reports Q3 2025 Results, Reaffirms Full-Year Guidance
BRCC
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Black Rifle Coffee Company (BRCC) reported a 3% year-over-year increase in net revenue for Q3 2025, with adjusted EBITDA growing 19% to 8.4% of sales.
- Gross margin for Q3 2025 was 36.9%, a 520 basis point decrease from the prior year, primarily due to increased trade investment, green coffee inflation, and tariffs.
- The company reaffirmed its full-year 2025 guidance, projecting at least $395 million in revenue, at least 35% gross margin, and at least $20 million in adjusted EBITDA, noting results are expected towards the lower end of the previously communicated ranges.
- BRCC's sales in the U.S. coffee category grew 36.7% year over year, significantly outperforming the market's 13.2% growth, driven by unit gains of over 20% year to date.
- Management expressed confidence in its long-term guidance of 10%-15% CAGR on the top line and approaching 40% margins by 2027, with approximately 50% of 2026 green coffee needs already locked in.
Nov 4, 2025, 1:30 PM
BRC Inc. Announces Q3 2025 Financial Results and Updates Full-Year Guidance
BRCC
Earnings
Guidance Update
- BRC Inc. reported Net Revenue of $100.7 million for Q3 2025, marking a 2.6% increase year-over-year, with Adjusted EBITDA reaching $8.4 million, an 18.6% increase compared to Q3 2024.
- The Gross Margin for Q3 2025 was 36.9%, a decrease from 42.1% in Q3 2024.
- Wholesale Revenue grew 5.3% year-over-year to $67.0 million in Q3 2025, and FDM ACV% increased to 54.1% as of September 30, 2025.
- For full-year fiscal 2025, the company updated its guidance, projecting Net Revenue of at least $395.0 million, Gross Margin of at least 35%, and Adjusted EBITDA of at least $20.0 million.
Nov 4, 2025, 1:30 PM
BRC Inc. Reports Third Quarter 2025 Financial Results
BRCC
Earnings
Guidance Update
Revenue Acceleration/Inflection
- BRC Inc. reported net revenue of $100.7 million in Q3 2025, a 2.6% increase compared to Q3 2024, primarily driven by 5.3% growth in Wholesale revenue to $67.0 million, which was partially offset by a 4.1% decrease in Direct-to-Consumer (DTC) revenue to $27.8 million.
- The company's net loss was $1.2 million in Q3 2025, an improvement from a net loss of $1.4 million in Q3 2024, and Adjusted EBITDA increased by $1.3 million to $8.4 million.
- Gross margin declined to 36.9% in Q3 2025 from 42.1% in Q3 2024, mainly due to green coffee inflation and higher trade and slotting adjustments.
- Distribution significantly expanded, with packaged coffee All Commodity Volume (ACV) increasing 9.1 percentage points to 54.1% and Ready-to-Drink (RTD) coffee ACV increasing 7.3 percentage points to 53.3% in Q3 2025 compared to Q3 2024.
- BRC Inc. updated its full-year 2025 guidance, maintaining it within the prior range, with current guidance for Net Revenue at at least $395.0 million, Gross Margin at at least 35%, and Adjusted EBITDA at at least $20.0 million.
Nov 3, 2025, 9:17 PM
BRC Inc. Reports Q3 2025 Financial Results
BRCC
Earnings
Guidance Update
Debt Issuance
- BRC Inc. reported a 2.6% increase in net revenue to $100.7 million in Q3 2025, primarily driven by 5.3% growth in Wholesale revenue to $67.0 million.
- The company's net loss improved to $1.2 million in Q3 2025 from $1.4 million in Q3 2024, and Adjusted EBITDA increased to $8.4 million from $7.1 million in Q3 2024.
- Gross profit decreased 10.2% to $37.1 million, leading to a 520 basis point decline in gross margin to 36.9% in Q3 2025, primarily due to green coffee inflation and higher trade and slotting adjustments.
- BRC Inc. achieved significant distribution growth, with packaged coffee All Commodity Volume (ACV) increasing 9.1 percentage points to 54.1% and Ready-to-Drink (RTD) coffee ACV increasing 7.3 percentage points to 53.3% in Q3 2025 compared to Q3 2024.
- The company updated its full-year fiscal 2025 guidance, now expecting at least $395.0 million in Net Revenue, at least 35% Gross Margin, and at least $20.0 million in Adjusted EBITDA.
Nov 3, 2025, 9:15 PM
NIQ-GfK Secures South African Radio and TV Audience Measurement Contracts
BRCC
New Projects/Investments
Product Launch
- NIQ, through its company GfK, has been awarded contracts by the Broadcasting Research Council (BRC) of South Africa to provide comprehensive radio and television audience measurements across the country.
- The Radio Audience Measurement System (RAMS) contract was awarded in June 2025, with the first round of radio data collection currently underway and initial results anticipated in Q1 2026.
- GfK will also design and launch South Africa's new total video measurement service, which will provide daily insights into connected TV and conventional TV usage, with future phases incorporating on-demand and streaming data.
Oct 16, 2025, 11:10 AM
Camposol Holding PLC Reports Preliminary Q2 and H1 2025 Results
BRCC
Earnings
Dividends
Revenue Acceleration/Inflection
- Camposol Holding PLC reported preliminary first half 2025 financial results, with sales of USD 222 million, up 22%, and EBITDA of USD 67.0 million, up 9% compared to 1H 2024.
- The company's Net Debt-to-EBITDA ratio stood at 2.59x, marking the fourth consecutive quarter below the 3.5x threshold, and it distributed USD 28.5 million in dividends related to 2024 profits.
- Key operational highlights include a 50.2% year-over-year growth in blueberry volumes and the grape segment returning to profitability with a 603% increase in sales to USD 17.3 million.
Sep 2, 2025, 12:02 PM
BRCC Announces Pricing and Closing of Public Stock Offering
BRCC
- BRC Inc. (BRCC) announced the pricing of an underwritten public offering of 28,000,000 shares of Class A Common Stock at a price of $1.25 per share.
- The offering is expected to generate approximately $35 million in gross proceeds, before deducting underwriting discounts and other offering expenses.
- The underwriter, D.A. Davidson & Co., fully exercised its 30-day option to purchase an additional 4,200,000 shares of Class A Common Stock on July 17, 2025.
- The offering officially closed on July 18, 2025.
Jul 21, 2025, 12:00 AM
BRC Inc. Prices Class A Common Stock Offering
BRCC
- BRC Inc. (BRCC) announced the pricing of an underwritten offering of 28,000,000 shares of Class A Common Stock at $1.25 per share.
- The offering is expected to generate approximately $35 million in gross proceeds, before deducting underwriting discounts and commissions and other offering expenses.
- BRCC has granted the underwriter a 30-day option to purchase up to an additional 4,200,000 shares of Class A Common Stock.
- The offering is expected to close on or about July 18, 2025.
Jul 17, 2025, 4:04 AM
Quarterly earnings call transcripts for BRC.
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