NYSE$BRCC
Brc Inc-A · Q4 2025 earnings
Q4 2025 earnings · · After market close
Briefing
BRC Inc. reported fourth quarter 2025 financial results with revenue growth of 6.5% and a net loss of $8.6 million.
BRC Inc. achieved Q4 revenue of $112.7 million, driven by growth in Wholesale and DTC channels, though gross margins were pressured by green coffee inflation and formulation-related impairments. The company successfully reduced debt and improved its capital structure during the fiscal year while setting a growth-oriented outlook for 2026.
- Net revenue increased 6.5% year-over-year to $112.7 million in Q4 2025.
- Wholesale revenue grew 8.4% due to distribution gains and improved velocity in packaged coffee.
- Gross margin declined 610 basis points to 32.1% primarily due to green coffee inflation and a non-cash impairment.
- The company substantially reduced long-term debt from $63.0 million to $32.3 million during the fiscal year.
Headline financials
Revenue & EPS history
BRC · Revenue · Quarterly
$113M
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
For the full year 2026, BRC Inc. expects continued revenue growth and significant expansion in Adjusted EBITDA.
Tailwinds
- At least 7% net revenue growth for FY 2026.
- At least 30% Adjusted EBITDA growth for FY 2026.
- Expected gross margin between 34% and 36%.
- Momentum in coffee portfolio and broader distribution.
- Strengthened balance sheet and improved liquidity.
Headwinds
- Ongoing challenging commodity environment.
- Impact of green coffee inflation.
- Potential impact of tariffs.
- Decline in DTC subscriber base.
- Lower transaction volumes at Outpost locations.
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 Q4 2025
+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% |
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