Black Rock Coffee Bar (NASDAQ:BRCB) Issues Quarterly Earnings Results

Posted by on May 14th, 2026

Black Rock Coffee Bar (NASDAQ:BRCB – Get Free Report) announced its quarterly earnings data on Tuesday. The company reported $0.02 EPS for the quarter, missing analysts’ consensus estimates of $0.04 by ($0.02), FiscalAI reports. The business had revenue of $55.45 million during the quarter.

Here are the key takeaways from Black Rock Coffee Bar’s conference call:

  • Black Rock posted a strong first quarter, with revenue up 23.7% to $55.5 million and adjusted EBITDA up 23.5%, while same-store sales increased 5.2% despite tough comparisons and weather.
  • The company opened 9 new stores in the quarter, bringing the total to 190, and reiterated its full-year plan for 36 openings as it continues to scale company-operated locations.
  • Management said strategic densification in Phoenix caused about a 160 basis point headwind to comps from sales transfer, but framed it as intentional and supportive of long-term market growth and returns.
  • Digital and loyalty engagement remained strong, with digital sales at about 17% of revenue and loyalty participation at 66%; segmented offers in pilot markets reportedly more than doubled engagement and lifted incremental visits.
  • Menu innovation continued to support traffic and check, led by strong seasonal beverage launches, expanding protein-based offerings, and growing food attachment from items like Egg Bites and new breakfast products.

Black Rock Coffee Bar Stock Down 5.4%

Shares of NASDAQ BRCB traded down $0.41 during trading on Thursday, hitting $7.24. The stock had a trading volume of 1,697,594 shares, compared to its average volume of 525,908. The firm has a fifty day moving average of $13.93 and a two-hundred day moving average of $17.95. The company has a market capitalization of $362.23 million and a PE ratio of -725.80. The company has a debt-to-equity ratio of 0.25, a current ratio of 1.04 and a quick ratio of 0.96. Black Rock Coffee Bar has a 12 month low of $7.22 and a 12 month high of $30.40.

Analysts Set New Price Targets

BRCB has been the subject of several research reports. DA Davidson reduced their price target on shares of Black Rock Coffee Bar from $16.00 to $15.00 and set a “buy” rating for the company in a research report on Wednesday. Morgan Stanley lowered their price objective on shares of Black Rock Coffee Bar from $28.00 to $22.00 and set an “overweight” rating on the stock in a report on Tuesday, April 21st. Raymond James Financial dropped their price objective on shares of Black Rock Coffee Bar from $22.00 to $20.00 and set an “outperform” rating on the stock in a research note on Tuesday, April 21st. Finally, Stifel Nicolaus reduced their price objective on shares of Black Rock Coffee Bar from $27.00 to $18.00 and set a “buy” rating for the company in a report on Wednesday. Four equities research analysts have rated the stock with a Buy rating, one has given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $18.75.

Check Out Our Latest Stock Analysis on Black Rock Coffee Bar

Institutional Investors Weigh In On Black Rock Coffee Bar

Several institutional investors and hedge funds have recently added to or reduced their stakes in BRCB. Russell Investments Group Ltd. purchased a new position in shares of Black Rock Coffee Bar in the 4th quarter worth approximately $29,000. Franklin Resources Inc. purchased a new position in Black Rock Coffee Bar in the third quarter worth $36,000. Roxbury Financial LLC purchased a new stake in shares of Black Rock Coffee Bar during the 4th quarter valued at $39,000. FNY Investment Advisers LLC bought a new stake in shares of Black Rock Coffee Bar during the 3rd quarter worth $50,000. Finally, Strs Ohio purchased a new position in shares of Black Rock Coffee Bar in the 4th quarter worth about $65,000.

About Black Rock Coffee Bar

(Get Free Report)

Our Mission: To Fuel People Forward – One Connection, One Moment, One Cup at a Time We are a high-growth operator of guest-centric, drive-thru coffee bars offering premium caffeinated beverages and an elevated in-store experience crafted by our engaging baristas. Black Rock Coffee Bar was founded in 2008 in Beaverton, Oregon, by our co-founders Daniel Brand and Jeff Hernandez. What started as a single 160 square foot coffee bar in 2008 is now one of the fastest growing beverage companies in the United States by revenue and the largest fully company-owned coffee retailer in the country, with 158 locations spanning seven states as of June 30, 2025, from the Pacific Northwest to Texas.

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