Black Rock Coffee Bar, Inc.

NasdaqGM:BRCB Stock Report

Market Cap: US$375.8m

Black Rock Coffee Bar Management

Management criteria checks 1/4

We currently do not have sufficient information about the CEO.

Key information

Mark Davis

Chief executive officer

US$20.9m

Total compensation

CEO salary percentage2.97%
CEO tenure3.3yrs
CEO ownershipn/a
Management average tenure1.3yrs
Board average tenure1.7yrs

Recent management updates

Recent updates

Seeking Alpha • Apr 07

Black Rock Coffee Bar: Growth Story Is Still Largely Intact

Summary Black Rock Coffee Bar maintains strong SSS growth and robust new store performance, supporting my reiterated buy rating. Loyalty programs and food sales are emerging as core growth drivers, with loyalty-linked transactions now 65% and food comprising 12% of sales. New store pipeline remains healthy, with 36 openings guided for 2026 and recent cohorts outperforming on sales, profit, and retention metrics. Valuation remains attractive at 3.2x forward revenue; compounding revenue at 25% through FY28 implies a share price target of ~$26. Read the full article on Seeking Alpha

CEO Compensation Analysis

How has Mark Davis's remuneration changed compared to Black Rock Coffee Bar's earnings?
DateTotal CompensationSalaryCompany Earnings
Mar 31 2026n/an/a

US$318k

Dec 31 2025US$21mUS$621k

-US$60k

Sep 30 2025n/an/a

-US$5m

Jun 30 2025n/an/a

-US$5m

Mar 31 2025n/an/a

-US$6m

Dec 31 2024US$1mUS$600k

-US$7m

Compensation vs Market: Mark's total compensation ($USD20.90M) is above average for companies of similar size in the US market ($USD2.65M).

Compensation vs Earnings: Mark's compensation has been consistent with company performance over the past year.

CEO

Mark Davis (55 yo)

3.3yrs
Tenure
US$20,897,082
Compensation

Mr. Mark D. Davis serves as Chief Executive Officer at Black Rock Coffee Bar, Inc since 2023. Prior to joining Black Rock Coffee Bar, Inc, Mr. Davis served as Chief Operating Officer of Coffee & Bagel Bran...

Leadership Team

NamePositionTenureCompensationOwnership
Jeffrey Hernandez
Co-Founder & Chairman1yrUS$1.41mno data
Mark Davis
CEO & Director3.3yrsUS$20.90mno data
Jacob Spellmeyer
Co-Founderno dataUS$1.41mno data
Daniel Brand
Co-Founder & Directorno dataUS$1.41mno data
Bryan Pereboom
Co-Founderno dataUS$1.41mno data
Rodd Booth
Chief Financial Officer5.6yrsUS$2.11mno data
Samuel Seiberling
Chief Legal Officer & Secretary1.3yrsUS$2.00mno data
Clay Geyer
Chief Operating Officer1.3yrsUS$407.28kno data
Derek Tonn
Chief Information Officerless than a yearno datano data
Will MacIntosh
Chief People & Investor Relations Officer1.1yrsno datano data
Jessica Wegener-Beyer
Chief Marketing Officer2.1yrsno datano data
Robert Kaufmann
Chief Development Officer1.3yrsno datano data
1.3yrs
Average Tenure
41yo
Average Age

Experienced Management: BRCB's management team is not considered experienced ( 1.3 years average tenure), which suggests a new team.

Board Members

NamePositionTenureCompensationOwnership
Jeffrey Hernandez
Co-Founder & Chairman1yrUS$1.41mno data
Mark Davis
CEO & Director3.3yrsUS$20.90mno data
Daniel Brand
Co-Founder & Director1yrUS$1.41mno data
Richard Federico
Lead Independent Director3.2yrsUS$106.25kno data
Kristina Cashman
Independent Directorless than a yearUS$71.60kno data
Sarah Goldsmith-Grover
Independent Director1.7yrsUS$56.25kno data
Andrew Braithwaite
Independent Director5.4yrsUS$96.25kno data
1.7yrs
Average Tenure
55yo
Average Age

Experienced Board: BRCB's board of directors are not considered experienced ( 1.7 years average tenure), which suggests a new board.

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/17 05:59
End of Day Share Price 2026/05/15 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Black Rock Coffee Bar, Inc. is covered by 8 analysts. 8 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
David TarantinoBaird
Matthew CurtisD.A. Davidson & Co.
Andrew BarishJefferies LLC