The sharp improvement in profitability and raised guidance signal a turnaround. Monitor the Q2 2026 results for sustained momentum, particularly margin expansion and wholesale distribution gains. The raised guidance supports a positive outlook, but watch for continued commodity cost pressures.
Price Chart
Executive Summary
BRC Inc. (BRCC) reported strong Q1 2026 results with revenue up 21.4% YoY to $109.2M and adjusted EBITDA surging 717.9% to $7.3M, nearly reaching breakeven net income. The company raised its full-year guidance, now expecting at least 8% revenue growth and at least 35% adjusted EBITDA growth, reflecting accelerating momentum across wholesale and DTC channels.
Key Financial Metrics
Key Facts
- Q1 2026 revenue $109.2M, +21.4% YoY vs $90.0M
- Net income improved to ~$0.0M from -$7.8M loss YoY
- Adjusted EBITDA $7.3M, +717.9% from $0.9M
- Wholesale revenue +31.5%, DTC revenue +7.2% (best in 4 years)
- FY2026 guidance raised: at least 8% revenue growth (from at least 7%) and at least 35% adjusted EBITDA growth (from at least 30%)
Financial Impact
Revenue beat prior-year by $19.3M; adjusted EBITDA increased by $6.4M; guidance implies continued strong performance
Risk Factors
- Green coffee inflation and tariffs continue to pressure gross margins (down 305 bps to 33.0%)
- Outpost revenue declined 12% YoY, indicating retail headwinds
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001891101-26-000027 |
| Document: brcc-20260504.htm | 0001891101-26-000027 |
| Document: 0001891101-26-000027-index-headers.html | 0001891101-26-000027 |
| Document: 0001891101-26-000027-index.html | 0001891101-26-000027 |
| Document: 0001891101-26-000027.txt | 0001891101-26-000027 |
| 8-K Data (Synthetic) | 0001891101-26-000027 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 24, 2026 9w ago | 8-K | $9.33 $9.29 | ▼ −0.43% | ▼ −1.73% | $11.65 (+24.87%) |
Aug 19, 2026 9w ago | Insider Cluster | $0.8642 $0.9360 | ▲ +8.31% | ▲ +8.43% | $11.65 (+1248.07%) |
Aug 17, 2026 10w ago | 144 | $0.8155 $0.9130 | ▲ +11.96% | ▲ +13.93% | $11.65 (+1328.57%) |
Jun 11, 2026 19w ago | Institutional Cluster | $1.32 $1.20 | ▼ −9.09% | ▼ −10.64% | $11.65 (+782.58%) |
Jun 2, 2026 20w ago | 8-K | $15.60 $10.70 | ▼ −31.41% | ▼ −29.85% | $11.65 (−25.32%) |
May 4, 2026 25w ago | 8-K | $1.35 $1.56 | ▲ +15.56% | ▲ +10.60% | $11.65 (+762.96%) |
Apr 10, 2026 28w ago | DEFA14A | $0.8300 $1.29 | ▲ +55.42% | ▲ +47.69% | $11.65 (+1303.61%) |
Apr 3, 2026 29w ago | EFFECT | $0.8050 $1.09 | ▼ −35.40% | ▼ −26.42% | $11.65 (−1347.20%) |
Mar 25, 2026 30w ago | S-3 | $0.7450 $1.16 | ▼ −55.70% | ▼ −45.04% | $11.65 (−1463.76%) |
US Market Status
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