BRCC Reports Q4 Revenue of $112.7 Million
Reports Q4 revenue $112.7M vs. $105.9M last year. "We exited 2025 with strong momentum across the business, driven by a clear focus on the areas where our brand and strategy are delivering the greatest impact," said BRCC Chief Executive Officer Chris Mondzelewski. "That momentum has continued into 2026, led by our coffee portfolio, where our land and expand approach is gaining traction through broader distribution, deeper shelf presence, and measurable share gains in packaged coffee. With increasing scale and improving execution, we enter 2026 well positioned to build on this progress while maintaining a disciplined approach to growth. As we scale, we remain focused on executing in a way that reinforces our mission and strengthens our relationships with the military, veteran, and first responder communities we serve."
Trade with 70% Backtested Accuracy
Analyst Views on BRCC
About BRCC
About the author

- Earnings Overview: BRC Inc. reported a fourth-quarter loss of $3.21 million, or $0.03 per share, which is an increase from last year's loss of $2.48 million, indicating ongoing challenges in profitability.
- Revenue Growth: Despite the increased loss, the company's revenue rose by 6.5% to $112.74 million compared to $105.88 million last year, suggesting some progress in sales performance.
- EPS Stability: The earnings per share remained flat at $0.03, the same as last year, reflecting that efforts to control costs have not effectively translated into profitability.
- Market Sentiment: Given the widening losses and lack of improvement in profitability, market sentiment towards BRC Inc.'s future performance is cautious, which may impact its stock price and investor confidence.
- Earnings Highlights: BRCC reported a Q4 GAAP EPS of -$0.03 with revenue of $112.7 million, reflecting a 6.4% year-over-year increase, exceeding expectations by $2.85 million, indicating the company's stable growth potential in the market.
- Future Outlook: For fiscal 2026, BRCC anticipates net revenue of $398.3 million with at least 7% growth, demonstrating the company's confidence in future performance and plans to further expand market share.
- Gross Margin Expectations: The company projects a gross margin between 34% and 36% for fiscal 2026, slightly down from 34.6% in 2025, reflecting potential cost pressures that may impact profitability while remaining within a reasonable range.
- Adjusted EBITDA Growth: BRCC expects adjusted EBITDA to grow by at least 30%, reaching $21.4 million, showcasing the company's efforts in cost control and operational efficiency aimed at boosting investor confidence.
- Earnings Release Schedule: BRC Inc. will announce its Q4 and FY 2025 financial results on March 2, 2026, after market close, reflecting the company's commitment to transparency and investor communication.
- Conference Call Timing: The company will host a conference call on March 3, 2026, at 8:30 a.m. ET to discuss the financial results, enhancing engagement with analysts and investors.
- Webcast Availability: The conference call will be available via webcast on the company's investor relations website, ensuring that all interested analysts and investors can easily access the information, thereby improving information dissemination efficiency.
- Replay Service: For those unable to attend the call, a replay will be available until March 10, 2026, allowing all stakeholders to stay informed about the financial status and strategic direction of the company.
- Compliance Notice: Black Rifle Coffee Company received a compliance notice from the NYSE due to its Class A common stock's average closing price being below $1.00 over a consecutive 30 trading-day period ending February 11, 2026, although this notice does not immediately affect its listing.
- Continued Listing Standards: The company must still comply with other continued listing standards and has a six-month period to regain compliance, which can be achieved if the stock closes at or above $1.00 on the last trading day of any month during this period.
- Business Impact: Despite the compliance notice, it does not affect the company's business operations, financial condition, or reporting obligations to the SEC, indicating stability in its operational framework.
- Future Plans: The company intends to notify the NYSE within ten business days of receipt of the notice regarding its plans to address the compliance issue and is evaluating alternatives that best serve the interests of the company and its shareholders.

- Stake Increase: Engaged Capital has raised its stake in BRC Inc. (BRCC) to 12.7%, holding 14,597,791 shares, making it the largest institutional investor in the company, reflecting confidence in its future growth prospects.
- Financial Guidance: At the ICR Conference, BRC (BRCC) issued preliminary guidance for FY25, expecting at least $395 million in revenue, a gross margin of at least 35%, and adjusted EBITDA of at least $20 million, aligning with previous forecasts.
- Market Performance: Despite a 10.4% decline in BRC (BRCC) shares early in 2026, Engaged Capital's increased stake may attract more market attention and potential shareholder support for the company.
- Institutional Investment Dynamics: Engaged Capital also holds stakes in companies like Cognex (CGNX) and Portillo's (PTLO), indicating a diversified investment strategy that could influence its strategic decisions regarding BRC (BRCC).
- Conference Presentation: Black Rifle Coffee Company's management team will present at the 28th Annual ICR Conference on January 13, 2026, at 9:00 a.m. Eastern Time in Orlando, Florida, showcasing the company's strategic vision and market positioning to attract investor interest.
- Live Webcast Support: The presentation will be webcast live, allowing investors to access it via the company's Investor Relations section, ensuring transparency and enhancing engagement with stakeholders.
- Material Preparation: Supporting presentation materials will be available on the Investor Relations website, further aiding investors in understanding the company's business model and future direction, thereby boosting investor confidence.
- Brand Background: Founded in 2014, Black Rifle Coffee Company is committed to providing premium coffee to consumers who love America, emphasizing support for veterans and active military personnel, which highlights the brand's social responsibility and mission-driven approach.







