J.M. Smucker reports better-than-expected quarterly earnings and raises its profit outlook as higher coffee prices bolster sales growth.
Coffee prices surge to six-month highs on supply concerns from Brazil and Colombia, with Super El Niño posing further upside risk into 2026–2027. Starbucks (SBUX) launches Pumpkin Spice Latte season amid intensified competition from Dutch Bros (BROS), First Watch (FWRG), Dunkin, Krispy Kreme (DNUT), and Panera.
KDP's fast-rising energy portfolio is nearing double-digit share as U.S. Coffee battles weaker sales, shipments and higher costs.
Black Rock Coffee Bar, Inc. (BRCB) Q2 2026 Earnings Call Transcript
Although the revenue and EPS for Black Rock Coffee Bar, Inc. (BRCB) give a sense of how its business performed in the quarter ended June 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Black Rock Coffee Bar NASDAQ: BRCB reported second-quarter 2026 revenue growth of 25% as the company expanded its store base, increased store-level margins and raised its full-year new-unit and adjusted EBITDA outlook.
Swiss Water Decaffeinated Coffee TSE: SWP reported higher processing volumes, profitability and operating cash generation for the second quarter of 2026 as coffee customers replenished inventories amid lower futures prices and a less-inverted market.
Westrock Coffee NASDAQ: WEST reported second-quarter results that included record quarterly adjusted EBITDA, year-over-year sales growth and free cash flow generation ahead of its prior expectations, as the company said its recently expanded manufacturing platform is becoming a cash-generating operation.
The dust has not yet settled on Salad and Go's surprise bankruptcy and the abrupt closure of all of its locations, but a fellow Arizona-based restaurant brand is not wasting any time.
Luckin Coffee Inc. has continued to expand aggressively in China. LKNCY's underlying store performance is weakening, signaled by a -5.3% same-store sales decline in Q2. Luckin's overall operating margin was resilient in Q2, but showed significant weakness underneath.
Luckin Coffee is fundamentally distinct from Starbucks, focusing on app-based ordering, rapid menu innovation, and smaller, distribution-centric locations. LKNCY leverages constant menu customization and unique flavor offerings to attract a broader customer base, including non-traditional coffee drinkers. With over 33,000 stores and 90 million monthly transacting customers, LKNCY rapidly iterates products based on real-time feedback, creating a dynamic customer experience.
Luckin Coffee, which is based in China, has 33,596 locations, most of which are in its home country.