BRC Inc Class A (BRCC)

Over the past six months, BRC Inc. (BRCC) stock has experienced a significant decline. The share price as of November 26, 2025, was $1.28, a 58.41% decrease from $3.09 on November 27, 2024. Key events include a positive opening gap in July 2025, board member Steven Taslitz purchasing shares in August and November 2025, a stock price drop in August 2025, significant stock movement in September 2024, institutional investors adjusting their holdings in September 2025, break-even earnings reported in November 2025, and a class action lawsuit filed in November 2025 alleging false advertising.

Black Rifle Coffee Company experiences demand seasonality, with search interest for specific flavors spiking in December 2024 and March 2025. This suggests increased demand during specific times of the year, potentially around holidays or promotional periods. The company's demand planners analyze these trends to align inventory levels with expected peaks and troughs in customer demand.

Black Rifle Coffee Company (BRCC) is a veteran-founded coffee company established in 2014, specializing in roasting and selling coffee, accessories, and branded merchandise. The company operates through direct-to-consumer channels, wholesale partnerships, and company-owned or franchised Outpost coffee shops.

BRC, Inc. is headquartered in Salt Lake City, Utah, with facilities in Tennessee and Texas. It has a significant presence across the United States, with physical coffee shops in multiple states and distribution in retail locations. In 2017, BRCC expanded into Canada with a division based in Alberta. As of October 2025, Black Rifle Coffee Company has approximately 744 employees across 6 continents, including North America, Asia, and Africa.

Black Rifle Coffee Company's brand image is built on its conservative politics and strong support for veterans, military, and law enforcement. The company has faced reputation challenges, including a legal battle with a former business partner and a class action lawsuit alleging false advertising. The company has also faced criticism for its cancellation process for subscriptions, with customers reporting difficulties and unwanted charges. There have also been accusations of "veteran grifting" and using veteran support for marketing purposes.

BRC Inc. has a diverse ownership structure, including institutional investors, individual investors, and company insiders. Major institutional owners include Engaged Capital LLC, Alyeska Investment Group, L.P., and T. Rowe Price Investment Management, Inc. Individual insiders, including founder Evan Hafer, hold a significant proportion of shares. Individual insiders own 16.4% of the company, hedge funds own 21.2%, the general public owns 22%, and institutions own 40.4%.