Reborn Coffee, Inc. (REBN)

In December 2025, Reborn Coffee issued a shareholder update highlighting premium financing, a strengthened equity position, technology transformation, global licensing momentum, and an expected return to sustainable positive cash flow in the first quarter of 2026. This included a $6.5 million equity investment at $5.45 per share and helped regain compliance with Nasdaq's Stockholders' Equity Requirement. The company completed a warrant exchange, canceling outstanding warrants and removing approximately $1.3 million in derivative liabilities. In August 2025, Reborn Coffee announced plans to pilot cryptocurrency payment capabilities. In September 2025, Reborn Coffee established a new subsidiary, Reborn Logistics, to strengthen its supply chain infrastructure. In February 2025, Reborn Coffee terminated its Standby Equity Purchase Agreement with Yorkville.

Information directly detailing the demand seasonality for Reborn Coffee, Inc.'s products and services is not explicitly provided. The company's expansion strategy, particularly the planned opening of the Prague store in June 2025, coinciding with the city's peak tourist season, suggests an awareness of seasonal demand in certain geographic markets.

Reborn Coffee, Inc. is a specialty coffee retailer that operates and franchises retail locations, kiosks, and cafes. Founded in 2014 and headquartered in Brea, California, the company operates in the consumer discretionary sector, specifically the restaurant industry. The company purchases, roasts, and sells a variety of coffee, tea, and other beverages, as well as bakery and dessert products, in various forms, including whole bean roasted coffee bags, single-serve drip bags, pour-over packs, and cold brew concentrates. The company also sells its products online.

Reborn Coffee, Inc. operates and franchises retail locations in California and Europe. The company is expanding in Europe, with new flagship stores planned for Vienna, Florence, and Prague, guided by Reborn Coffee Dubai. The company seeks franchise and licensing partners in Europe and the Middle East. Reborn Coffee has a $1 million exclusive licensing agreement to expand in South Korea, with a flagship location planned for Seoul. Expansion into Georgia and Armenia is planned through licensing deals, along with multi-province expansion in China via a partnership.

Reborn Coffee is expanding into new international markets and forming strategic licensing agreements, indicating a focus on global brand recognition and growth. The formation of an advisory board aims to advise on strategy, sustainability, and global growth, which can positively influence brand perception. The company's exploration of integrating regulated digital assets and piloting crypto payment options could position Reborn Coffee as an innovative and forward-thinking brand. The $6.5 million equity investment at a premium price also reflects confidence from investors, which can bolster brand image.

Reborn Coffee, Inc. has a mix of institutional and individual owners. Institutional shareholders own approximately 1.00% to 1.76% of the company's stock, while insiders own a substantial 99.36% to 153.93%. Major institutional owners include Vanguard Group Inc, Geode Capital Management, Llc, and Fidelity funds. Significant individual insider ownership is held by Farooq M. Arjomand, who is the largest individual shareholder with 3.65 million shares representing 61.05% of the company. Other notable insider owners include Jay Kim, Dennis R. Egidi, Hannah Goh, Scott Lee, and Sehan Kim.