BRCB at a glance
Black Rock Coffee Bar, Inc. (BRCB, SEC CIK 2068577) filed its latest 10-K annual report on March 4, 2026, a 10-Q quarterly report on August 12, 2026, an 8-K current report on August 11, 2026 and Form 4 insider filings as recently as May 28, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Black Rock Coffee Bar, Inc. (BRCB) reported revenue of $200.3 million (up 24.5% from FY2024) and a net loss of $60,000. Diluted EPS was $0.00.
- As of June 30, 2026, 21 institutional investment managers tracked by SignalX reported holding Black Rock Coffee Bar, Inc. (BRCB) shares worth $74.6 million in 13F-HR filings.
- The most recent insider open-market purchase reported on Form 4 was by Geyer Clay Howard on May 22, 2026 of 925 shares at $6.86 per share.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $200.3M
- +24.5% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 21 funds
- $74.6M · −5 vs prior quarter
- Latest 8-K
- Aug 11, 2026
- Item 2.02
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Q2 revenue $62.999M, up 25.0% YoY from $50.394M, driven by 42 net new stores
- Net income $3.218M vs $1.061M loss; operating margin 6.5% vs 6.5% YoY
- Store-Level Profit $19.025M; margin 30.2% vs 29.5%, the strongest profitability metric
- Same-store sales growth 4.2% vs 10.9%; traffic declined 2.0%, partially offset by pricing and larger checks
- Outlook: continued footprint expansion amid demand, commodity and wage inflation, and potential supply-chain constraints
Risk Factors
- Newly expanded control risk triggered by May 15, 2026 irrevocable Proxy, authorizing company voting of founders’ Covered Shares
- Governance risk: Board controls shareholder actions through 55.6% voting power and all outstanding Class C shares
- Regulatory risk: Sponsor approval required for related-party transactions and debt increasing net leverage above 2.0
- Near-term strategic risk: Sponsor veto rights limit Board expansion beyond nine directors and CEO termination
- Financial risk: Continuing Equity Owners’ 55.6% LLC Unit ownership may conflict over distributions, refinancing, and Tax Receivable Agreement termination
AI summary of the BRCB 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Q2 and first-half fiscal 2026 results announced for periods ended June 30, 2026
- Full financial results furnished in Exhibit 99.1 for investor review
Item EX-99.1: Item EX-99.1
- Q2 revenue $63.0M, up 25.0%, driven by 10 openings and 4.2% same-store sales growth
- Store count reached 200, with 38 new openings now targeted for full-year 2026
Item 5.07: Submission of Matters to a Vote of Security Holders
- Jeff Hernandez and Kristina Cashman elected as Class I directors through the 2029 annual meeting
- Director support strong: Hernandez 174.3M votes, Cashman 179.8M votes
Item 1.01: Entry into a Material Definitive Agreement
- Company gains voting control over Proxy Parties’ Covered Shares through at least May 15, 2028 or Founders Voting Agreement termination
- Proxy covers Class A, Class B and Class C shares, consolidating founder-related voting influence with management
Item 1.02: Termination of a Material Definitive Agreement
- Cynosure Voting Agreement terminated effective May 15, 2026
- Sponsor-linked voting commitment supporting four co-founders’ board elections no longer applies
AI summaries of BRCB 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for BRCB
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Hernandez Jeffrey Robert | A | May 27, 2026 | 10,739 | - |
| Brand Daniel Jordan | A | May 27, 2026 | 10,739 | - |
| Goldsmith-Grover Sarah | A | May 27, 2026 | 8,949 | - |
| Braithwaite Andrew Robert | A | May 27, 2026 | 8,949 | - |
| FEDERICO RICHARD L | A | May 27, 2026 | 10,739 | - |
| CASHMAN KRISTINA K | A | May 27, 2026 | 10,739 | - |
| Geyer Clay Howard | Buy | May 22, 2026 | 925 | $6.86 |
| Geyer Clay Howard | Buy | May 22, 2026 | 8 | $6.90 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | $133.2M | $160.9M | $200.3M |
| Operating Income | $2.0M | $6.0M | $901K |
| Net Income | -$8.8M | -$7.2M | -$60K |
| Op. Margin | 1.5% | 3.7% | 0.4% |
| Net Margin | -6.6% | -4.5% | -0.0% |
| Balance Sheet | |||
| Total Assets | - | $212.9M | $336.4M |
| Equity | - | -$257.8M | $45.7M |
| ROE | - | 2.8% | -0.1% |
| Per Share | |||
| EPS | - | - | $0.00 |
| Cash Flow | |||
| Operating CF | $5.2M | $13.3M | $2.2M |
| CapEx | $16.2M | $22.2M | $34.9M |
Source: XBRL data in Black Rock Coffee Bar, Inc. (BRCB)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate BRCB share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 21 | $74.6M |
| Q1 2026 | 26 | $132.9M |
| Q4 2025 | 23 | $198.9M |
| Q3 2025 | 18 | $167.7M |
- BNY Mellon+1.82M (+156%)
- Millennium Management+206.9K (+1898%)
- Renaissance Technologies LLC+161.0K (+78%)
- Vanguard Capital Management LLC+116.6K (+17%)
- Citadel Advisors LLC+109.2K (+38%)
- FMR LLC (Fidelity)−2.03M (-99%)
- Goldman Sachs Group−118.6K (-31%)
- Bank of America Corp−72.7K (-51%)
- AQR Capital Management−9.3K (-12%)
- Wells Fargo & Co−9.1K (-36%)
- Raymond James Financial−572.5K
- Ameriprise Financial−553.6K
- Soros Fund Management−322.8K
- Franklin Resources−238.3K
- Invesco Ltd−11.0K
Source: 13F-HR filings on SEC EDGAR (aggregated from 88 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
BRCB filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 10-Q | Aug 12, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 11, 2026 | - | Analysis | - |
| 8-K | Jun 1, 2026 | - | Analysis | |
| 4 | May 28, 2026 | - | - | |
| 4 | May 28, 2026 | - | - | |
| 4 | May 28, 2026 | - | - | |
| 4 | May 28, 2026 | - | - | |
| 4 | May 28, 2026 | - | - | |
| 4 | May 28, 2026 | - | - | |
| 4 | May 27, 2026 | - | - | |
| 4 | May 22, 2026 | - | - | |
| SC 13D | May 21, 2026 | - | - | |
| 4 | May 21, 2026 | - | - | |
| 4 | May 21, 2026 | - | - | |
| 8-K | May 20, 2026 | - | Analysis | |
| 4 | May 19, 2026 | - | - | |
| 4 | May 19, 2026 | - | - | |
| 4 | May 19, 2026 | - | - | |
| 4 | May 19, 2026 | - | - | |
| SC 13G | May 15, 2026 | - | - | |
| 4 | May 15, 2026 | - | - | |
| SC 13G | May 15, 2026 | - | - | |
| 10-Q | May 13, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | May 12, 2026 | - | Analysis | |
| SC 13G | Apr 28, 2026 | - | - |
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BRCB SEC filings: frequently asked questions
Which institutions hold BRCB stock?
As of June 30, 2026, the largest Black Rock Coffee Bar, Inc. (BRCB) holders among the 13F filers tracked by SignalX were BNY Mellon ($24.7 million), Morgan Stanley ($15.1 million), BlackRock ($9.4 million), Vanguard Capital Management LLC ($6.6 million), Citadel Advisors LLC ($3.3 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was BRCB's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Black Rock Coffee Bar, Inc. (BRCB) reported revenue of $200.3 million (up 24.5% from FY2024) and a net loss of $60,000. Diluted EPS was $0.00. The figures come from the XBRL data in the 10-K.
What did BRCB report in its latest 8-K?
Black Rock Coffee Bar, Inc. (BRCB) filed an 8-K on August 11, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Q2 and first-half fiscal 2026 results announced for periods ended June 30, 2026.
What are the latest BRCB SEC filings?
Black Rock Coffee Bar, Inc. (BRCB) filed its latest 10-K annual report on March 4, 2026, a 10-Q quarterly report on August 12, 2026, an 8-K current report on August 11, 2026 and a Form 4 insider filing on May 28, 2026.
What is BRCB's SEC CIK number?
Black Rock Coffee Bar, Inc. (BRCB)'s SEC Central Index Key (CIK) is 2068577. EDGAR lists every BRCB filing under that number.
Ask anything about BRCB
The research agent reads BRCB's filings, financials, insider trades and 13F holders, then answers with sources.