NASDAQ$BRCB

Black Rock Coffee Bar Inc · Q4 2025 earnings

Q4 2025 earnings · · After market close

Briefing

Black Rock Coffee Bar reported Q4 2025 results as a newly public specialty coffee retailer.

Black Rock Coffee Bar reported fourth-quarter and full-year 2025 results following its public listing, covering store growth, same-store sales, revenue, and adjusted profitability metrics for its drive-thru coffee model.

  • Drive-thru specialty coffee roll-out.
  • Q4 2025 revenue growth from new units.
  • Unit economics and same-store trends.
  • Recent IPO capital structure.
  • Western U.S. expansion focus.

Headline financials

Total Revenue

$53.6M

No prior period
EPS (adj)

$0.04

No prior period
Same Store Sales Growth

9.3%

No prior period
Store-Level Profit

$15.7M

No prior period
Store-Level Profit Margin

29.4%

No prior period
Adjusted EBITDA

$6.52M

No prior period
Adjusted EBITDA Margin

12.1%

No prior period
SG&A Expense

$9.43M

No prior period
Net Income

$1.58M

No prior period
Operating Income

$1.79M

No prior period
Gross Profit

$15.7M

No prior period

Revenue & EPS history

Black Rock Coffee Bar Inc · Revenue · Quarterly

$53.6M

Q4 2025
Beat estimate in 0 of 2 quarters(0%)
ActualEstimate

Forward guidance

2026 store opening plan and margin targets discussed for high-growth retail concept.

Tailwinds

  • High-throughput drive-thru format.
  • Brand loyalty in regional markets.
  • Growth runway in unit count.

Headwinds

  • New public company execution risk.
  • Labor and commodity coffee costs.
  • Competition from national coffee chains.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 2 quarterly earnings reports · overlaid with Q4 2025

Historical avgQ4 2025

+1.4%

Avg return

Earnings day

-14.4%

Avg return

5 days after

-17.1%

Avg return

30 days after

33%

1 / 3 earnings

Positive

+9.6%

Q4 2025

Best reaction

-5.1%

Q3 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-0.4%-36.4%-36.1%
Q4 2025+9.6%+6.5%-10.9%
Q3 2025-5.1%-13.2%-4.1%

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