Brilliant Earth Group, Inc. Class A (BRLT)

In the past six months, several events have impacted Brilliant Earth Group, Inc.'s stock price. On November 5, 2025, Brilliant Earth reported its Q3 2025 earnings, exceeding revenue forecasts with $110.3 million and achieving 10.4% year-over-year growth, while meeting EPS expectations of $0.02. On December 22, 2025, the company announced the completion of its reincorporation from Delaware to Nevada. Earlier, on October 7, 2025, B.Riley initiated coverage on Brilliant Earth stock with a "Buy" rating and a $3.00 price target. In September 2025, Brilliant Earth launched its second Jane Goodall jewelry collection. Insider trading activity in the past six months shows four sales and no purchases by insiders.

Brilliant Earth Group, Inc. experiences demand seasonality, with management anticipating a strong holiday season. The company strategically schedules new showroom openings to coincide with the holiday season, indicating a period of heightened demand for its products.

Brilliant Earth Group, Inc. is a digital-first jewelry company and a global leader in ethically sourced fine jewelry, operating in the Consumer Cyclicals sector. Founded in 2005, its mission is to create a more transparent, sustainable, and compassionate jewelry industry. The company's major products include diamond engagement rings, wedding and anniversary rings, gemstone rings, and fine jewelry. Brilliant Earth is known for its Beyond Conflict Free™ sourcing protocols, offering both natural and lab-grown diamonds, and utilizing recycled metals, selling directly to consumers through an omnichannel sales platform.

Brilliant Earth Group, Inc. sells its products in the United States and internationally, with the majority of its revenue derived from the U.S. As of the third quarter of 2025, the company operates 42 showrooms across the United States and serves customers in over 50 countries worldwide. Recent expansions include a second location in Boston (Chestnut Hill), a first New York City ground floor location in Nolita, and plans for a third Boston location at Seaport Village. A partnership with Global-e, established in September 2024, has extended international shopping capabilities to over 150 countries.

Brilliant Earth has cultivated a strong brand reputation centered on its commitment to ethical sourcing, transparency, and sustainability in the jewelry industry. The company pioneered the use of Beyond Conflict Free™ diamonds and recycled metals, setting a new standard for responsible luxury. In the past year, events that have contributed to its brand reputation include the launch of its second Jane Goodall jewelry collection in September 2025, the launch of a limited-edition capsule collection with Ring Pop in December 2025, and the unveiling of a reimagined Beverly Hills showroom concept in January 2026.

Brilliant Earth Group, Inc. has 53 institutional owners and shareholders who have filed 13D/G or 13F forms with the SEC, holding a total of 38,764,600 shares. Major institutional shareholders include Mainsail Management Company, LLC, Capital World Investors, SMCWX - SMALLCAP WORLD FUND INC Class A, Ameriprise Financial Inc, and Vanguard Group Inc. Other notable institutional owners include CSMIX - Columbia Small Cap Value Fund I Class A, Russell Investments Group, Ltd., VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, REBYX - U.S. Small Cap Equity Fund Class Y, and Renaissance Technologies LLC.