Black Rock Coffee Bar Past Earnings Performance
Past criteria checks 2/6
There is insufficient data on Black Rock Coffee Bar's performance over the last few years.
Key information
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Earnings growth rate
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EPS growth rate
| Hospitality Industry Growth | 19.52% |
| Revenue growth rate | 24.56% |
| Return on equity | -8.74% |
| Net Margin | 0.69% |
| Last Earnings Update | 30 Jun 2026 |
Recent past performance updates
Recent updates
BRCB: California Expansion And Traffic Recovery Will Drive Future Upside
The analyst price target for Black Rock Coffee Bar has been revised lower to $19.06 from $22.00 as analysts factor in recent downgrades, reduced P/E assumptions, and a more cautious view on revenue growth despite stable margins. Analyst Commentary Recent research on Black Rock Coffee Bar shows a cautious tilt in ratings, but it also highlights several areas where analysts still see meaningful upside potential if execution remains consistent.
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?Revenue & Expenses Breakdown
How Black Rock Coffee Bar makes and spends money. Based on latest reported earnings, on an LTM basis.
Earnings and Revenue History
| Date | Revenue | Earnings | G+A Expenses | R&D Expenses |
|---|---|---|---|---|
| 30 Jun 26 | 224 | 2 | 82 | 0 |
| 31 Mar 26 | 211 | 0 | 77 | 0 |
| 31 Dec 25 | 200 | 0 | 73 | 0 |
| 30 Sep 25 | 189 | -5 | 71 | 0 |
| 30 Jun 25 | 179 | -5 | 57 | 0 |
| 31 Mar 25 | 167 | -6 | 53 | 0 |
| 31 Dec 24 | 161 | -7 | 51 | 0 |
| 31 Dec 23 | 133 | -9 | 40 | 0 |
Quality Earnings: BRCB has a high level of non-cash earnings.
Growing Profit Margin: BRCB became profitable in the past.
Free Cash Flow vs Earnings Analysis
Past Earnings Growth Analysis
Earnings Trend: BRCB has become profitable over the past 5 years.
Accelerating Growth: BRCB has become profitable in the last year, making the earnings growth rate difficult to compare to its 5-year average.
Earnings vs Industry: BRCB has become profitable in the last year, making it difficult to compare its past year earnings growth to the Hospitality industry (21.5%).
Return on Equity
High ROE: BRCB's Return on Equity (-8.7%) is considered low.
Return on Assets
Return on Capital Employed
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Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/09/14 11:00 |
| End of Day Share Price | 2026/09/11 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
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the 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.
| Analyst | Institution |
|---|---|
| David Tarantino | Baird |
| Matthew Curtis | D.A. Davidson & Co. |
| Andrew Barish | Jefferies LLC |