BRC Inc. (NYSE:BRCC ) Q2 2025 Earnings Call August 5, 2025 8:30 AM ET Company Participants Christopher Mondzelewski - President, CEO & Director Matthew Amigh - Chief Financial Officer Matthew Robert McGinley - Vice President of Investor Relations Conference Call Participants Daniel William Biolsi - Hedgeye Risk Management LLC George Arthur Kelly - ROTH Capital Partners, LLC, Research Division Glenn West - William Blair & Company L.L.C., Research Division Martin Peter Mitela - Raymond James & Associates, Inc., Research Division Michael Allen Baker - D.A.
BRC Inc. (BRCC) came out with a quarterly loss of $0.07 per share versus the Zacks Consensus Estimate of a loss of $0.03. This compares to a loss of $0.01 per share a year ago.
BRC Inc. has hired Matthew Amigh as the coffee maker's new chief financial officer, effective July 7.
FOLD, BRCC and VLVLY have been added to the Zacks Rank #5 (Strong Sell) List on May 3, 2025.
Consumer confidence in the U.K. picked up in May as the outlook for trade improved and data showed the economy grew more than expected at the start of the year, according to a monthly survey.
BRC has continued to expand retail distribution of coffee. While wholesale revenues didn't follow distribution gains in Q1, the underlying retail performance should ultimately convert to revenue growth. Major concerns are building up. BRC's pricing power is very weak, further challenged by the surge in coffee prices. BRC's DTC performance remains weak. The Black Rifle Energy launch has quickly gained distribution, and is eyeing a massive two-year ramp-up. Yet, I remain skeptical of the launch's success.
BRCC, CVE and MITT have been added to the Zacks Rank #5 (Strong Sell) List on May 20, 2025.
BRC Inc. (NYSE:BRCC ) Q1 2025 Earning Conference Call May 6, 2025 8:30 AM ET Company Participants Matthew McGinley - Vice President, Investor Relations Chris Mondzelewski - President and Chief Executive Officer Stephen Kadenacy - Chief Financial Officer Conference Call Participants Michael Baker - D.A. Davidson Sarang Vora - Telsey Advisory Group Glenn West - William Blair George Kelly - ROTH Capital Partners Martin Mitela - Raymond James Daniel Biolsi - Hedgeye Operator Greetings and welcome to Black Rifle Coffee Company First Quarter 2025 Earnings Conference Call.
BRC Inc.'s coffee business shows mixed results. The DTC business is declining, offset by underlying wholesale growth. Profitability has improved well, but a recent coffee price surge causes future pressure. BRC launching the Black Rifle Energy branded energy drink in Q4 with Keurig Dr Pepper distribution, but the launch may have major competitive challenges. Despite ambitious financial targets, I remain on the BRCC sidelines for now due to uncertain future earnings.
BRC Inc. (NYSE:BRCC ) Q4 2024 Results Conference Call March 4, 2025 8:30 AM ET Company Participants Matt McGinley - Vice President of Investor Relations Chris Mondzelewski - Chief Executive Officer Stephen Kadenacy - Chief Financial Officer Conference Call Participants Glenn West - William Blair George Kelly - Roth Capital Partners Daniel Biolsi - Hedgeye Sarang Vora - Telsey Advisory Group Operator Greetings, and welcome to the Black Rifle Coffee Company Fourth Quarter and Fiscal Year 2024 Earnings Call. At this time, all participants are in a listen-only mode.
While the top- and bottom-line numbers for BRC INC (BRCC) give a sense of how the business performed in the quarter ended December 2024, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Beyond analysts' top -and-bottom-line estimates for BRC INC (BRCC), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended December 2024.