earnings
confidence high
sentiment neutral
materiality 0.65
BRC Q3 revenue +2.6% to $100.7M; Adj EBITDA $8.4M vs $7.1M, gross margin down 520bps
BRC Inc.
2025-Q3 EPS reported
-$0.10
revenue$285,524,000
- Net revenue $100.7M (+2.6% YoY); Wholesale +5.3% to $67.0M, DTC -4.1% to $27.8M, Outposts +6.0% to $5.8M.
- Gross margin 36.9% vs 42.1% a year ago, driven by green coffee inflation and higher trade/slotting adjustments.
- Net loss narrowed to $1.2M from $1.4M; Adjusted EBITDA improved to $8.4M from $7.1M.
- Distribution gains: Packaged coffee ACV +9.1pp to 54.1%, RTD coffee ACV +7.3pp to 53.3%.
- FY2025 guidance: revenue at least $395M, gross margin at least 35%, Adj. EBITDA at least $20M (prior ranges $395-425M, 35-37%, $20-30M).
item 2.02item 9.01