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BRC
BRC (BRCC) investor relations material
BRC Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary3 Mar, 2026
Executive summary
Packaged coffee grew 31.1% year-over-year, outpacing the broader category by nearly 3x, with units up 22% and share up 60 basis points in bagged coffee.
Exited 2025 with strong momentum, driven by focus on high-impact brand and strategy areas, especially in coffee portfolio and distribution expansion.
Full year net revenue reached $398.3 million, exceeding prior guidance, with Adjusted EBITDA of $21.4 million, also above expectations.
Maintained disciplined growth while reinforcing mission and relationships with military, veteran, and first responder communities.
Packaged coffee and RTD coffee distribution expanded significantly, with ACV increases to 54.9% and 55.9%, respectively.
Financial highlights
FY2025 net revenue was $398.3M, up 1.7% year-over-year; Q4 2025 net revenue was $112.7M, up 6.5% year-over-year.
FY2025 gross margin declined to 34.6% from 41.2% in FY2024; Q4 2025 gross margin was 32.1%, down from 38.1% in Q4 2024.
FY2025 Adjusted EBITDA was $21.4M, down 42% year-over-year; Q4 2025 Adjusted EBITDA was $9.7M, down 1.8% year-over-year.
FY2025 net loss was $32.2M, compared to $7.6M loss in FY2024; Q4 2025 net loss was $8.6M.
Marketing expenses decreased 10.3% in Q4 2025; G&A expenses rose 28.5% due to early software contract termination.
Outlook and guidance
FY2026 net revenue expected to grow at least 7% to $425M+; gross margin expected in the 34–36% range.
Adjusted EBITDA projected to grow at least 30% over 2025, with EBITDA generation expected to be second-half weighted.
Operating expenses anticipated to decline year-over-year; company expects to be cash flow generative in 2026 with capital expenditures consistent with prior year.
Long-term targets: 10–15% annual revenue growth, 40%+ gross margin, and 15–25% annual EBITDA growth.
Management focuses on EBITDA expansion, efficiency, and internally funded growth.
Detail gross margin pressures and 2026 mitigation
What is the strategy for the DTC channel?
What is the impact of the Operational Improvement Plan?
Detail structural levers for 40% gross margin target
What defines 'winning' markets for energy drinks?
RTD: Mitigate C-store pressure without recovery
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Next BRC earnings date
Q1 20265 May, 2026
BRC
Next BRC earnings date
Q1 20265 May, 2026
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Frequently asked questions
BRC Inc., also known as Black Rifle Coffee Company, is a veteran-owned coffee company that specializes in premium, small-batch roasted coffee. The company offers a variety of coffee products, including whole beans, ground coffee, and ready-to-drink options, which are sold through both e-commerce platforms and retail outlets. In addition to coffee, BRC sells branded merchandise such as apparel and accessories. The company focuses on serving the veteran and first responder communities, often incorporating themes of military service into its branding. The company is headquartered in Salt Lake City, Utah, USA, and its shares are listed on the NYSE.
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