BRC shares surge 19.04% after-hours on strong Q4 packaged coffee growth and 2026 guidance.

BRC Inc. surged 19.04% in after-hours trading following its Q4 2025 earnings call, which highlighted strong growth in packaged coffee and a stabilizing business. Packaged coffee revenue rose 31.1% for the year and 34% in Q4, outpacing broader category growth, while national bagged coffee share increased to 3.3% (+60 bps). The company also reduced debt by $30 million, ended the year with $50 million in liquidity, and provided 2026 guidance of at least 7% revenue growth and 30% EBITDA growth. Despite margin pressures from coffee inflation and tariffs, management emphasized operational progress, pricing discipline, and distribution expansion, which bolstered investor confidence in its long-term prospects.