BRC Q4 revenue rises driven by Wholesale and DTC growth

BRC

02/03/2026 21:32

Overview

Premium beverage company's Q4 revenue rose 6.5% yr/yr, driven by Wholesale and DTC growth

Company reported Q4 net loss of $8.6 mln, wider than last year's loss

Guidance for fiscal 2026 includes at least 7% revenue growth and 30% EBITDA growth

Outlook

Company expects at least 7% revenue growth for full-year 2026

BRC forecasts at least 30% growth in adjusted EBITDA for 2026

Company projects 2026 gross margin between 34% and 36%

Result Drivers

WHOLESALE GROWTH - Wholesale revenue increased 8.4% in Q4 2025, driven by distribution gains and improved sales velocity in packaged coffee

DTC GROWTH - Direct-to-Consumer revenue rose 7.1% in Q4 2025, mainly due to growth at third-party digital retail marketplaces

GROSS MARGIN DECLINE - Gross margin fell to 32.1% in Q4 2025, impacted by green coffee inflation and tariffs, offset by pricing actions

Company press release: ID:nBwc27GN6a

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Beat
$112.70 mln
$109.86 mln (2 Analysts)
Q4 Net Income
-$8.60 mln
Q4 Gross Margin
32.10%
Q4 Gross Profit
$36.20 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 2 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"

The average consensus recommendation for the food processing peer group is "buy"

Wall Street's median 12-month price target for BRC Inc is $2.50, about 297.1% above its February 27 closing price of $0.63

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)