Brc INC

Market Movers (8-K)

NYSE
Black Rifle Coffee Company announced it has regained compliance with the NYSE minimum share price requirement, avoiding a reverse stock split.
NYSE
BRC Inc. filed an 8-K to clarify financial guidance after an unauthorized director's podcast interview disclosed future revenue and margin expectations.
Worse than expected
NYSE
BRC Inc. reported fourth quarter and full year 2025 financial results, surpassing its revenue and Adjusted EBITDA guidance for 2025, while projecting significant growth for fiscal year 2026.
Capital raise
Better than expected
NYSE
BRC Inc. announced the appointment of Melvin Landis to its Audit Committee and as Chair of its Compensation Committee, following his earlier board appointment.
Delay expected
NYSE
BRC Inc. announced the appointment of Sean Moriarty to its Audit Committee and as chair of the Nominating & Corporate Governance Committee.
NYSE
BRC Inc. received a notice from the NYSE for failing to meet the minimum average closing price requirement of $1.00 per share, triggering a six-month cure period.
Worse than expected

Quarterly Earnings (10-Q)

NYSE
BRC Inc. reported a 13% increase in Q2 2026 revenue to $107.0 million, with operating income turning positive, though gross margin faced headwinds.
NYSE
BRC Inc. reported a 21% increase in net revenue for Q1 2026, reaching $109.2 million, driven by strong wholesale growth, but experienced a decline in gross margin to 33% due to rising costs.
NYSE
BRC Inc. reports a 3% increase in Q3 2025 net revenue to $100.7 million, alongside a decline in gross margin and a net loss, as it continues its operational improvement plan.
Capital raise
Worse than expected
NYSE
Black Rifle Coffee Company reported a widened net loss in Q2 2025, driven by increased operating expenses and higher cost of goods sold, despite a modest revenue increase.
Capital raise
Worse than expected
NYSE
BRC Inc. reports a decrease in revenue for Q1 2025, driven by declines in the DTC and Wholesale channels, as the company redirects investments and navigates market challenges.
Worse than expected
NYSE
BRC Inc. experienced a slight revenue decrease in Q3 2024, with a strategic shift impacting different sales channels.
Worse than expected

Annual Reports (10-K)

NYSE
BRC Inc. reported a 2% revenue increase to $398.3 million in 2025, but gross profit declined 14% and net loss widened significantly to $32.2 million, driven by higher costs and a shift in sales dynamics.
Capital raise
Worse than expected
NYSE
BRC Inc.'s 2024 10-K filing reveals a year of strategic adjustments amid declining DTC revenue and increased focus on wholesale growth, while managing debt and navigating a competitive landscape.
Worse than expected
NYSE
BRC Inc. confirms executive transition details, including a symbolic $1 annual salary for the Founder and Executive Chairman, and reports a 31.3% revenue increase in its annual filing.
Worse than expected

Insider Trading (Form 4)

NYSE
BRC Inc. Chief Financial Officer Matthew L. Amigh acquired 13,686 shares of Class A Common Stock, with a portion withheld for tax obligations.
NYSE
Founder Evan Hafer sold 2,000,000 shares of BRC Inc. Class A Common Stock via EKNRH Holdings LLC at $1.49 per share.
NYSE
Director Kathryn P. Dickson was granted 80,645 restricted stock units in BRC Inc. as part of the company's 2022 Omnibus Incentive Plan.
NYSE
Director Clayton M. Hutmacher was granted 80,645 restricted stock units in BRC Inc. as part of the company's 2022 Omnibus Incentive Plan.
NYSE
Director Stephen M. Kadenacy was granted 80,645 restricted stock units as part of the BRC Inc. 2022 Omnibus Incentive Plan.
NYSE
Director Melvin F. Landis III was granted 80,645 restricted stock units as part of the company's 2022 Omnibus Incentive Plan.

Proxy Statements (Def-14A)

NYSE
BRC Inc. files a definitive proxy statement with the Securities and Exchange Commission.
NYSE
BRC Inc. has scheduled its 2025 Annual Meeting of Stockholders for May 28, 2025, to elect directors and ratify the appointment of its independent accounting firm.
NYSE
BRC Inc. issues a supplement to its proxy statement to clarify the treatment of broker non-votes and abstentions, particularly concerning a proposal to limit officer liability.
NYSE
BRC Inc. files a definitive proxy statement with the Securities and Exchange Commission (SEC) pursuant to Section 14(a) of the Securities Exchange Act of 1934.
NYSE
BRC Inc. is holding its Annual Meeting of Stockholders on April 30, 2024, to vote on the election of a director, ratification of the independent auditor, and an amendment to limit officer liability.

Schedule 13D - Activist Investments

NYSE
Engaged Capital and its affiliates updated their beneficial ownership in BRC Inc. to 12.7%, while disclosing a recent SEC settlement regarding undisclosed conflicts of interest.
Worse than expected
NYSE
Activist investor Engaged Capital has boosted its beneficial ownership in BRC Inc. to 12.2% by participating in the company's recent public offering, subject to a 90-day lock-up agreement.
Capital raise

Schedule 13G - Passive Investments

NYSE
BlackRock, Inc. has reported a 5.1% beneficial ownership stake in BRC INC's Class A Stock as of December 31, 2025.
NYSE
Alyeska Investment Group, L.P. and its affiliates have reported a 9.01% beneficial ownership stake in BRC Inc.'s Class A Common Stock.
NYSE
T. Rowe Price Investment Management, Inc. has reported a 6.9% beneficial ownership stake in BRC INC-A, holding 7,873,867 shares of common stock.
NYSE
John Miller, a key insider, has increased his beneficial ownership in BRC Inc. to 7.05% of Class A common stock.
Better than expected
NYSE
Maury Avi Epstein has reported beneficial ownership of 8.99% of BRC Inc.'s Class A common stock, primarily through redeemable Class B shares.
NYSE
Thomas E. Davin has filed an amended Schedule 13G, reporting a beneficial ownership of 8.2% of BRC Inc.'s Class A common stock as of September 30, 2024.