Reborn Coffee Provides Operational Update on Reborn Logistics, Highlighting Operating Income Progress and 2026 Growth Outlook
Rhea-AI Summary
Reborn Coffee (Nasdaq: REBN) reported preliminary unaudited Q4 2025 results for its logistics unit, Reborn Logistics: Q4 revenue $2.5M and Q4 operating income $0.6M. The company expects 2026 revenue ~$15M and 2026 operating income ~$1.5M, citing shipment growth and third‑party customers.
Management highlights cost discipline, process standardization, and improved operating leverage as volume scales to support parallel growth of coffee and logistics businesses.
Positive
- Q4 revenue $2.5M reported by Reborn Logistics
- Q4 operating income $0.6M indicates early profitability
- 2026 revenue target $15M signaling strong growth expectation
- 2026 operating income target $1.5M implies margin improvement with scale
- Leadership continuity under logistics veteran Lim Jae Jung
Negative
- Preliminary unaudited Q4 figures not yet audited
- 2026 targets are projections and carry execution risk
- Reliance on volume growth and third‑party customers to achieve targets
Market Reaction
Following this news, REBN has gained 12.72%, reflecting a significant positive market reaction. Our momentum scanner has triggered 5 alerts so far, indicating moderate trading interest and price volatility. The stock is currently trading at $1.95. This price movement has added approximately $1M to the company's valuation.
Data tracked by StockTitan Argus (15 min delayed). Upgrade to Silver for real-time data.
Key Figures
Market Reality Check
Peers on Argus
REBN gained 1.17% with low volume while peers showed mixed moves: PETZ up 4.67%, BTBD up 1.67%, YOSH up 20.42%, and GTIM/CHSN modestly down. No peers appeared in the momentum scanner and no same-day peer news was flagged, pointing to a stock-specific narrative around the logistics update.
Historical Context
| Date | Event | Sentiment | Move | Catalyst |
|---|---|---|---|---|
| Jan 29 | China flagship update | Positive | +0.5% | Flagship store completion at Tencent’s new Shenzhen headquarters campus. |
| Jan 14 | Nasdaq compliance | Positive | +11.9% | Regained compliance with Nasdaq stockholders’ equity listing requirement. |
| Jan 06 | Equity investment | Positive | -0.6% | Announced $6.5M equity investment at premium price strengthening balance sheet. |
| Dec 09 | Shareholder update | Positive | +12.9% | Update on premium financings, technology upgrades, and global licensing momentum. |
| Oct 23 | Advisory board formed | Positive | +2.3% | Formation of advisory board to support strategy, sustainability, and global growth. |
Recent news skewed positive, with four of five items followed by modest to strong gains and one financing-related divergence.
Over the past several months, REBN focused on strengthening its balance sheet and growth platform. Premium-priced equity financings totaling $6.5 million at $5.45 per share and subsequent updates helped regain Nasdaq equity compliance, with positive reactions of 11.95% and 12.9% on some days. The company also advanced international expansion with a Tencent campus flagship in Shenzhen and formed an advisory board to support global growth. Today’s logistics update fits this broader push toward scale and profitability in 2026.
Market Pulse Summary
The stock is surging +12.7% following this news. A strong positive reaction aligns with the company’s recent trajectory of balance sheet repair, international expansion, and a push toward profitability in 2026. The logistics update adds concrete figures, including preliminary Q4 revenue of $2.5 million and operating income of $0.6 million, plus a $15 million 2026 revenue goal. Investors should weigh this momentum against past losses and prior reliance on external financing.
AI-generated analysis. Not financial advice.
Reborn Logistics Subsidiary Reports Preliminary Unaudited Q4 2025 Revenue of
Company Targets
BREA, Calif., Feb. 12, 2026 (GLOBE NEWSWIRE) -- Reborn Coffee Inc. (Nasdaq: REBN) (the “Company”), a leader in the specialty coffee market, today provided a business update on Reborn Logistics, its wholly owned logistics subsidiary established to strengthen supply chain infrastructure and support the Company’s expanding domestic and international operations. Following the Company’s September 16, 2025, announcement establishing Reborn Logistics, the Company believes the subsidiary will continue to build momentum and supports a two-track platform designed to scale both specialty coffee and logistics in parallel.
Reborn Logistics continues to be led by Mr. Lim Jae Jung, a logistics industry veteran with more than 20 years of experience. Since his appointment, the subsidiary has undertaken a fundamental reset of its operating structure, including cost discipline and process standardization, with the objective of improving operating leverage as volume grows. Management believes the platform is increasingly positioned so that as shipments expand, fixed costs are absorbed more efficiently, and profitability can expand at scale.
For the fourth quarter of 2025, Reborn Logistics recorded preliminary unaudited revenue of approximately
“Reborn Logistics was formed to strengthen the backbone of our growth, and we are encouraged by the measurable progress demonstrated in both revenue and operating income,” said Jay Kim, Chief Executive Officer of Reborn Coffee. “We remain focused on disciplined execution and delivering results supported by performance metrics and believe our coffee and logistics platform can grow together in a way that improves efficiency and expands profitability as scale increases.
“Our focus has been on building a durable operating system with disciplined costs and consistent execution. With a more stabilized structure in place, we believe additional volume can drive meaningful operating leverage and remain committed to delivering measurable performance, Kim concluded.
Reborn Logistics supports the Company’s broader objective of building an integrated supply chain and distribution ecosystem to enhance efficiency, reduce operational friction as store count grows, and support future opportunities across food, beverage, and consumer goods categories.
About Reborn Coffee
Reborn Coffee, Inc. (NASDAQ: REBN) is a California-based specialty coffee retailer focused on delivering high-quality, handcrafted coffee experiences. With a growing global footprint and a dedication to innovation, Reborn is redefining the coffeehouse model through its premium products and technology-forward initiatives.
Forward-Looking Statements
All statements in this release that are not based on historical fact are "forward-looking statements." While management has based any forward-looking statements included in this release on its current expectations, the information on which such expectations were based may change. Forward-looking statements involve inherent risks and uncertainties which could cause actual results to differ materially from those in the forward-looking statements, as a result of various factors including those risks and uncertainties described in the Risk Factors and Management's Discussion and Analysis of Financial Condition and Results of Operations sections of our recent filings with the Securities and Exchange Commission ("SEC") including our Form 10-K for the year ended December 31, 2024, which can be found on the SEC's website at www.sec.gov. Such risks, uncertainties, and other factors include, but are not limited to, the Company's ability to continue as a going concern as indicated in an explanatory paragraph in the Company's independent registered public accounting firm's audit report as a result of recurring net losses, among other things, the Company's ability to successfully open the additional locations described herein as planned or at all, the Company's ability to expand its business both within and outside of California (including as it relates to increasing sales and growing Average Unit Volumes at our existing stores), the degree of customer loyalty to our stores and products, the fluctuation of economic conditions, competition and inflation. We urge you to consider those risks and uncertainties in evaluating our forward-looking statements. We caution readers not to place undue reliance upon any such forward-looking statements, which speak only as of the date made. The Company undertakes no obligation to update these statements for revisions or changes after the date of this release, except as required by law.
Contacts
Investor Relations Contact:
Chris Tyson
Executive Vice President
MZ North America
REBN@mzgroup.us
949-491-8235
FAQ
What were Reborn Logistics Q4 2025 results reported by Reborn Coffee (REBN)?
What is Reborn Coffee's (REBN) 2026 revenue and operating income outlook for Reborn Logistics?
Who leads Reborn Logistics and what changes were made to operations at Reborn Coffee (REBN)?
How does Reborn Coffee (REBN) say Reborn Logistics will support the company's growth?
Are Reborn Logistics' Q4 2025 numbers final and audited for Reborn Coffee (REBN)?
