BRC Inc. (BRCC) Form 8-K — Nov 2, 2026
BRC Inc. (BRCC) reported Q3 2026 revenue of $108.0 million, up 7.3% year over year, driven by Wholesale (+8.1%) and DTC (+8.5%) growth, with packaged coffee distribution reaching 58.7% ACV. Adjusted EBITDA rose 12.3% to $9.5 million, but net loss widened to $8.7 million from $1.2 million, driven by $11.7 million of impairments from Project Core restructuring. Under Project Core, the company signed a definitive agreement to sell its Manchester roasting facility, initiated closure of 12 company-operated Outposts, modified eight leases, and divested a non-core DTC brand — a shift toward an asset-light, franchise-led model.
Key figures
- Revenue
- 108038000
- Guidance
- Reaffirmed FY2026: at least 8% revenue growth, gross margin 34%-36%, at least 35% Adjusted EBITDA growth; includes ~$3M Q4 revenue headwind from divestiture and Outpost closures
- Revenue Yoy
- 7.3%
- Total Assets
- 179376000
- Cash Position
- 9197000
- Dtc revenue q3
- $30.2M (+8.5%)
- Tariff refunds
- $3.5M
- Gross margin q3
- 37.1%
- Impairment loss
- $11.7M
- Outposts closing
- 12
- Adjusted ebitda q3
- $9.5M (+12.3% YoY)
- Nine month revenue
- $324.3M
- Outpost revenue q3
- $5.4M (-8.0%)
- Wholesale revenue q3
- $72.5M (+8.1%)
- Operating cash flow 9m
- $10.4M
AI analysis
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