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 percentage | 2.97% |
| CEO tenure | 3.6yrs |
| CEO ownership | n/a |
| Management average tenure | 1.6yrs |
| Board average tenure | 1.9yrs |
Recent management updates
Recent updates
BRCB: Positive Traffic Trends And 2026 Guidance Will Start Rebuilding Confidence
Analysts have trimmed the fair value estimate for Black Rock Coffee Bar from about $15.43 to $12.57. This reflects lower Street price targets clustered around $9 to $13 and commentary that recent results, traffic trends and the need to rebuild investor confidence justify using more conservative P/E assumptions.BRCB: Reaffirmed 2026 Guidance Will Potentially Rebuild Confidence After Legal Setbacks
Analysts have reduced the Black Rock Coffee Bar price target from about $18.67 to roughly $15.43, reflecting a shift to lower valuation multiples and a more cautious stance on execution and investor confidence, despite balanced risk/reward commentary and reiterated guidance from recent research. Analyst Commentary Recent Street research on Black Rock Coffee Bar highlights a mix of confidence in the company’s long term potential and caution around valuation and execution for a relatively young, newly public stock in a competitive category.Black Rock Coffee Bar: Strong Store Economics, But Valuation Already Assumes A Lot
Summary Black Rock Coffee Bar is rated hold due to a demanding valuation and uncertain incremental growth from new stores. BRCB targets 1,000 stores by 2035 with strong unit economics, but cannibalization and flat transaction growth raise concerns. Loyalty program and menu expansion offer upside, with pilots showing >2x engagement and significant incremental spending. At ~40x NTM PE and ~13x NTM EBITDA, BRCB’s current price already reflects much of its long-term growth potential. Read the full article on Seeking Alpha
BRCB: Future Store Openings Will Test Resilient Margin And Comp Expectations
The analyst fair value estimate for Black Rock Coffee Bar has been reset from $15.00 to $9.00 as analysts weigh a tougher macro backdrop, intense competition, and more moderate growth and P/E assumptions against generally constructive views on margins and long term comparable sales potential. Analyst Commentary Recent research on Black Rock Coffee Bar points to a more cautious stance from several bearish analysts, with multiple price target reductions and a new Neutral rating at US$9.
Black Rock Coffee Bar Stock Will Benefit From Digital Loyalty And Drive Thru Convenience Trends
Catalysts About Black Rock Coffee Bar Black Rock Coffee Bar operates company owned coffee shops that focus on drive thru convenience, in store community and a premium beverage and food menu. What are the underlying business or industry changes driving this perspective?Loyalty And Digital Adoption Will Support Long Term Store Expansion Potential
Catalysts About Black Rock Coffee Bar Black Rock Coffee Bar operates company-owned coffee shops that focus on drive-thru and lobby formats, offering coffee, energy drinks and food with a community-focused service model. What are the underlying business or industry changes driving this perspective?Rising Store Density And Marketing Dependence Will Test Long Term Expansion Potential
Catalysts About Black Rock Coffee Bar Black Rock Coffee Bar operates company-owned coffee shops focused on drive-thru and lobby formats that serve coffee, energy drinks and food across multiple U.S. states. What are the underlying business or industry changes driving this perspective?CEO Compensation Analysis
| Date | Total Compensation | Salary | Company Earnings |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | US$2m |
| Mar 31 2026 | n/a | n/a | US$318k |
| Dec 31 2025 | US$21m | US$621k | -US$60k |
| Sep 30 2025 | n/a | n/a | -US$5m |
| Jun 30 2025 | n/a | n/a | -US$5m |
| Mar 31 2025 | n/a | n/a | -US$6m |
| Dec 31 2024 | US$1m | US$600k | -US$7m |
Compensation vs Market: Mark's total compensation ($USD20.90M) is above average for companies of similar size in the US market ($USD2.41M).
Compensation vs Earnings: Mark's compensation has been consistent with company performance over the past year.
CEO
Mark Davis (56 yo)
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
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Co-Founder & Chairman | 1.3yrs | US$1.41m | 0.013% $ 53.4k | |
| CEO & Director | 3.6yrs | US$20.90m | no data | |
| Co-Founder | no data | US$1.41m | no data | |
| Co-Founder & Director | no data | US$1.41m | 0.013% $ 53.4k | |
| Co-Founder | no data | US$1.41m | no data | |
| Chief Financial Officer | 5.8yrs | US$2.11m | no data | |
| Chief Legal Officer & Secretary | 1.6yrs | US$2.00m | no data | |
| Chief Operating Officer | 1.6yrs | US$407.28k | 0.27% $ 1.1m | |
| Chief Information Officer | less than a year | no data | no data | |
| Chief People & Investor Relations Officer | 1.3yrs | no data | no data | |
| Chief Marketing Officer | 2.3yrs | no data | 0.014% $ 58.9k | |
| Chief Development Officer | 1.6yrs | no data | no data |
Experienced Management: BRCB's management team is not considered experienced ( 1.6 years average tenure), which suggests a new team.
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Co-Founder & Chairman | 1.3yrs | US$1.41m | 0.013% $ 53.4k | |
| CEO & Director | 3.6yrs | US$20.90m | no data | |
| Co-Founder & Director | 1.3yrs | US$1.41m | 0.013% $ 53.4k | |
| Lead Independent Director | 3.4yrs | US$106.25k | 0.013% $ 53.4k | |
| Independent Director | less than a year | US$71.60k | 0.013% $ 53.4k | |
| Independent Director | 1.9yrs | US$56.25k | 0.013% $ 53.4k | |
| Independent Director | 5.7yrs | US$96.25k | 0.013% $ 53.4k |
Experienced Board: BRCB's board of directors are not considered experienced ( 1.9 years average tenure), which suggests a new board.
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/08/17 12:46 |
| End of Day Share Price | 2026/08/14 00:00 |
| Earnings | 2026/06/30 |
| Annual Earnings | 2025/12/31 |
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.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* 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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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 9 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.
| Analyst | Institution |
|---|---|
| David Tarantino | Baird |
| Matthew Curtis | D.A. Davidson & Co. |
| Andrew Barish | Jefferies LLC |