BRC Inc. Reports Q2 EPS and Revenue Beats, CEO Outlines Growth Strategy

BRC Inc. reported Q2 EPS of 7c, up from 1c last year, and revenue of $94.837M, beating consensus estimates of $92.76M. CEO Chris Mondzelewski attributed the growth to strong distribution gains and expanded shelf presence across key categories, as well as momentum from Black Rifle Energy. The company remains confident in its ability to accelerate brand growth and deepen consumer engagement.

BRC Inc. (BRCC) reported its second-quarter (Q2) earnings for fiscal year 2025, with earnings per share (EPS) of 7 cents, up from 1 cent in the same period last year. The company's revenue for the quarter ended June 2025 was $94.837 million, surpassing the Zacks Consensus Estimate of $92.76 million [1]. This represents a 6.5% increase in revenue compared to the second quarter of 2024.

CEO Chris Mondzelewski attributed the growth to strong distribution gains and expanded shelf presence across key categories. He also highlighted the momentum from Black Rifle Energy, which reached 22.5% of All Commodity Volume (ACV) in Q2 2025, up 1.7 points from the prior quarter [2]. The company's confidence in its ability to accelerate brand growth and deepen consumer engagement was further bolstered by the recent capital raise of $40.25 million, which reduced net debt and lowered annual interest expense by more than $2 million.

The company's net loss for Q2 2025 was $14.5 million, down from $1.4 million in Q2 2024, primarily driven by green coffee inflation and higher trade and price adjustments. Adjusted EBITDA was $2.4 million, down $5.1 million from $7.5 million in Q2 2024, indicating a 68.3% decline [2].

Despite the loss, BRC Inc. remains optimistic about its long-term commercial outlook and is well-positioned to fund strategic initiatives, including the expansion of Black Rifle Energy through 2026. The company's gross margin decreased to 33.9% from 41.9% in Q2 2024, driven by green coffee inflation and higher trade and price adjustments, partially offset by productivity gains and favorable mix [2].

The sustainability of BRC Inc.'s stock price movement will depend on management's commentary on the earnings call and future earnings expectations. Investors should closely monitor the company's earnings outlook and the changes in consensus EPS estimates for the coming quarters and the current fiscal year.

References:
[1] https://www.nasdaq.com/articles/brc-inc-brcc-reports-q2-loss-beats-revenue-estimates
[2] https://www.businesswire.com/news/home/20250804568594/en/BRC-Inc.-Reports-Second-Quarter-2025-Financial-Results