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Dec 31, 2025
BRC Q4 2025 Earnings Report
BRC Inc. reported fourth quarter 2025 financial results with revenue growth of 6.5% and a net loss of $8.6 million.
Key Takeaways
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.
Revenue by Segment
Forward Guidance
For the full year 2026, BRC Inc. expects continued revenue growth and significant expansion in Adjusted EBITDA.
Positive Outlook
- 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.
Challenges Ahead
- Ongoing challenging commodity environment.
- Impact of green coffee inflation.
- Potential impact of tariffs.
- Decline in DTC subscriber base.
- Lower transaction volumes at Outpost locations.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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