earnings
confidence high
sentiment negative
materiality 0.70
BRC Inc. Q4 revenue up 6.5% to $112.7M; FY2025 Adj. EBITDA down 42% to $21.4M; guides FY2026
BRC Inc.
- Full year net revenue $398.3M (+1.7% YoY); net loss $32.2M vs $7.6M loss in 2024.
- Q4 net revenue $112.7M (+6.5%); Adj. EBITDA $9.7M (-1.8% YoY); net loss $8.6M.
- Q4 gross margin 32.1% (down 610 bps) due to green coffee inflation, tariffs, and formulation impairment.
- FY2026 guidance: at least 7% revenue growth, 30% Adj. EBITDA growth, gross margin 34-36%.
- Packaged coffee ACV rose to 54.9%; RTD coffee ACV to 55.9% in 2025.
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