NYSE$BRCC
Brc Inc-A · Q1 2026 earnings
Q1 2026 earnings ·
Briefing
BRC Inc. reported Q1 2026 net revenue of $109.2M and net income of $46K, roughly breakeven on a per-share basis.
Black Rifle Coffee (BRCC) posted net revenue of $109.2 million (+21% YoY) with gross profit of $36.1 million. Operating income turned positive at $1.3 million versus a $5.4 million loss a year ago as marketing and G&A moderated. Net income was $46 thousand, essentially breakeven, compared with a $7.8 million loss in Q1 2025.
- Net revenue $109.2M (+21% YoY); gross profit $36.1M.
- Operating income $1.3M vs. $(5.4)M prior year.
- Net income ~breakeven at $46K.
- Marketing spend $10.2M, down from $11.3M YoY.
- Wholesale and DTC mix shift discussed in MD&A.
Headline financials
Revenue & EPS history
BRC · Revenue · Quarterly
$109M
Revenue by segment
BRC · $113M total across 3 segments · Q4 2025
- Wholesale$72.9M—64.6%
- Direct-to-Consumer$34.4M—30.5%
- Outpost$5.44M—4.8%
Forward guidance
MD&A focuses on brand growth, wholesale partnerships, and cost discipline without numeric annual EPS targets.
Tailwinds
- Returned to operating profitability.
- Revenue growth with lower marketing intensity.
Headwinds
- Thin net margin; still vulnerable to coffee input costs.
- Competitive DTC beverage market.
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 14 quarterly earnings reports · overlaid with Q1 2026
+2.9%
Avg return
Earnings day
-0.2%
Avg return
5 days after
+4.0%
Avg return
30 days after
64%
9 / 14 earnings
Positive
+25.0%
Q4 2025
Best reaction
-7.0%
Q3 2025
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q1 2026 | +0.9% | +19.3% | +37.6% | |
| Q4 2025 | +25.0% | +21.6% | +23.7% | |
| Q3 2025 | -7.0% | -14.1% | -11.3% | |
| Q2 2025 | +0.6% | -12.2% | -6.1% | |
| Q1 2025 | +3.5% | -28.8% | -24.0% | |
| Q3 2024 | +0.6% | -2.5% | -1.6% | |
| Q2 2024 | +1.7% | -34.0% | -26.8% | |
| Q1 2024 | +2.2% | +20.9% | +44.4% | |
| Q3 2023 | -2.3% | +5.2% | +32.7% | |
| Q2 2023 | -1.0% | +10.7% | +10.4% | |
| Q1 2023 | -2.6% | -2.6% | +2.4% | |
| Q3 2022 | -0.6% | -10.2% | -13.7% | |
| Q2 2022 | +13.6% | +18.8% | +4.1% | |
| Q1 2022 | +5.6% | +5.1% | -16.3% |
Discussion
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