BRC Inc. Q3 2025 Earnings Recap

Black Rifle Coffee Company delivered an impressive performance in Q3 2025, with sales up 36.7% year-over-year, significantly outpacing industry growth despite ongoing inflationary pressures.

Key Takeaways

• Strong revenue growth driven by unit gains, with over 20% increase year-to-date in customer demand, not just price increases.
• Direct-to-Consumer sales stabilized with improvements in customer experience, despite a 4% decline year-over-year.
• Expanded retail presence with ACV increasing by 9 points to 54%, bolstered by strategic partnerships and enhanced distribution.
• Black Rifle Energy product availability expanded to nearly 20,000 locations, indicating significant growth potential in the energy beverage sector.
• Continued brand momentum with strong velocity improvements, reflecting solid customer loyalty in a competitive market.