BRC (BRCC) Q4 2025 Earnings Call Transcript

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Tue, March 3, 2026 astatine 8:53 AM CST 24 min read

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Tuesday, March 3, 2026 astatine 8:30 a.m. ET

• Executive Chairman — Evan Hafer

• Chief Executive Officer — Chris Mondzelewski

• Chief Financial Officer — Matthew Amigh

• Head of Investor Relations — Matthew McGinley

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Chris Mondzelewski: Thanks, Matt. Good morning, everyone. Joining maine contiguous are Evan Hafer, our Executive Chairman, Matthew Amigh, our Chief Financial Officer, and Matthew McGinley, our Head of Investor Relations. 2025 was a twelvemonth of measurable operating advancement for BRC Inc., led by beardown show successful packaged coffee. For the year, packaged java grew 31.1%, astir 3 times the broader class maturation rate, with units up much than 22% and stock up 60 ground points successful bagged coffee. That momentum accelerated successful the 4th quarter, arsenic organisation enlargement translated into measurable improvements successful productivity and stock with cardinal retail partners. The operation of expanded doors and stronger per-SKU productivity materially strengthened our retail presumption arsenic we exited the year.

We besides precocious our ready-to-drink and vigor platforms, securing incremental organisation and broadening our beingness successful precedence accounts. These gains bespeak disciplined commercialized execution and reenforce the spot of the brand. 2025 presented a challenging operating backdrop. Coffee markets remained volatile, and consumers faced ongoing pressure. Throughout the year, we remained disciplined connected pricing, tightly managed expenses, and aligned resources with the highest instrumentality opportunities crossed the portfolio. We besides took meaningful steps to streamline our platform. Our plus basal is leaner and much focused, with superior and endowment directed towards initiatives that enactment durable, profitable growth.

As we look ahead, the actions taken successful 2025, combined with expanding distribution, improving support productivity, and moderating outgo pressures, presumption america for a instrumentality to beardown EBITDA maturation successful 2026. We are encouraged by the advancement we person made and assured successful the trajectory of the concern arsenic we participate the caller year. Moving to Slide 7. Momentum successful packaged java accelerated arsenic we exited the year. In the 4th quarter, our packaged java concern grew 34% compared to astir 13% maturation for the broader category. That show translated into continued stock gains. In bagged coffee, marketplace stock reached 3.3% nationally, up 60 ground points twelvemonth implicit year, portion pods accrued to 2.2% nationally, up 40 ground points.