BRC 2025 Q3 Earnings Revenue Rises 2.6% as Net Loss Narrows 11.4%

BRC Inc. (BRCC) reported fiscal 2025 Q3 results on Nov 3, 2025, with revenue growth outpacing expectations and a narrowed net loss. The company maintained stable EPS at $0.00, while its updated FY2025 guidance aligned with prior ranges.

Revenue

Wholesale revenue led the way with $67.03 million, contributing 66.5% of total net sales. Direct-to-Consumer (DTC) revenue accounted for 27.6% at $27.84 million, while Outpost sales rounded out the performance with $5.84 million. Total revenue reached $100.71 million, reflecting 2.6% year-over-year growth driven by expanded distribution and increased wholesale demand.

Earnings/Net Income

BRC maintained a stable EPS of $0.00, while its net loss improved to $-1.24 million, a 11.4% reduction from $-1.40 million in Q3 2024. The narrowing loss and stable EPS underscore progress toward operational profitability.

Post-Earnings Price Action Review

The stock price surged 10.94% on the latest trading day, reflecting short-term optimism. However, it edged up 2.90% for the week and declined 7.19% month-to-date, highlighting mixed investor sentiment. The post-earnings performance suggests a cautious outlook amid improved financial metrics.

CEO Commentary

CEO Chris Mondzelewski highlighted strong Q3 execution, emphasizing 9.1pp growth in packaged coffee ACV to 54.1% and 7.3pp expansion in RTD coffee to 53.3%. CFO Matt Amigh noted operational discipline, improved margins, and strengthened liquidity post-equity offering, expressing cautious optimism for 2026.

Guidance

BRC reaffirmed FY2025 guidance: revenue of at least $395.0 million, gross margin of 35%, and adjusted EBITDA of $20.0 million. Q3 results, including a 2.6% revenue increase and $8.4 million adjusted EBITDA, align with these targets.

Additional News

Non-earnings developments included BRC Inc. (BRCC) receiving a Zacks Rank #4 (Sell) due to unfavorable estimate revisions, despite beating Q3 EPS expectations. In a separate move, Brady Corporation (BRC), a different entity, announced a 40th consecutive annual dividend increase and acquired Mecco Partners to expand its industrial marking solutions. Meanwhile, the British Retail Consortium (BRC) urged UK policymakers to revise the Employment Rights Bill to avoid penalizing responsible businesses.

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