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BRC (BRCC) guidance and outlook

BRC (BRCC) reaffirmed its guidance on Nov 2, 2026: Revenue +35% for FY2026; EBITDA $3.0M for Q4 2026; Revenue +8% for FY2026; Gross margin 34.6% for FY2026. BRC's 10-Q filed Nov 2, 2026 makes 18 forward-looking statements.

Guidance and outlook

Latest guidance

From the earnings release filed Nov 2, 2026 (8-K on EDGAR).

Forward-looking statements, 10-Q filed Nov 2, 2026

• We expect continued revenue growth in this channel as we invest in increasing brand awareness, executing effective in-store promotions, launching new products, and expanding distribution in the FDM market.
• • DTC channel revenue has grown as we continue to optimize customer acquisition, enhance retention, and provide our customers with a personalized and engaging shopping experience through targeted content and tailored product offerings on our website.
• During the second quarter of 2025, we implemented the Operational Improvement Plan to reduce costs and improve the efficiency of certain company-wide functions.
• We estimate that the costs savings as a result of this plan will exceed $12.7 million on an annualized run rate basis.
• During the third quarter of 2026, management committed to Project Core, a multi-year strategic initiative intended to strengthen our core coffee business, improve profitability, simplify our operations and reduce the capital intensity of our business.
• As part of Project Core, we plan to close 12 company-operated Outposts by the end of the first quarter of 2027, and during the third quarter of 2026 we modified leases for eight operating locations to substantially shorten their remaining terms.
• The lease modification fees which have not yet been paid are included in operating lease liabilities as of September 30, 2026 and are expected to be paid over the next twelve months using cash on hand and borrowings under our ABL Facility.
• We are not able to reasonably estimate the total costs of Project Core because the remaining actions have not yet been finalized.
• We expect the Outpost closures to reduce Outpost channel revenue and related operating costs.
• On October 29, 2026, subsequent to the end of the third quarter of 2026, we signed an agreement to sell the Manchester Plant to Cascade Coffee, LLC, a longstanding manufacturing partner, for $17.0 million, consisting of $10.0 million in cash and a $7.0 million note receivable. $8.6 million of the cash proceeds will be used to repay the term loan in accordance with our credit agreement.
• We intend to continue to refine and develop our brand strategy utilizing reach-based formats such as streaming advertising and other select marketing channels.
• In addition, we will leverage our social media presence and employ targeted digital advertising to expand the reach of our brand.

BRC's latest quarter

Questions

Did BRC raise or lower its guidance?

BRC (BRCC) reaffirmed its guidance on Nov 2, 2026: Revenue +35% for FY2026; EBITDA $3.0M for Q4 2026; Revenue +8% for FY2026; Gross margin 34.6% for FY2026.

What does BRC expect?

We expect continued revenue growth in this channel as we invest in increasing brand awareness, executing effective in-store promotions, launching new products, and expanding distribution in the FDM market. • DTC channel revenue has grown as we continue to optimize customer acquisition, enhance retention, and provide our customers with a personalized and engaging shopping experience through targeted content and tailored product offerings on our website. During the second quarter of 2025, we implemented the Operational Improvement Plan to reduce costs and improve the efficiency of certain compan

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Updated Nov 8, 2026. Read automatically from SEC filings and public data; errors are possible. Not investment advice.