Every 8-K that Black Rock Coffee Bar, Inc. (BRCB) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow BRCB and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full BRCB filings page.
Black Rock Coffee Bar, Inc. reported strong second quarter 2026 results, with total revenue of $63.0 million, an increase of 25.0% year over year. Same store sales grew 4.2%, and the company opened 10 new stores in the quarter, bringing total locations to 200.
Income from operations was $4.1 million with a 6.5% margin, while net income was $3.2 million, compared to a net loss of $(1.1) million a year earlier. Adjusted EBITDA rose 17.2% to $9.4 million, though Adjusted EBITDA Margin declined to 15.0% from 16.0%. Store-Level Profit was $19.0 million with a 30.2% margin. For the first six months of 2026, net cash provided by operating activities was $19.2 million, up 127.9%.
As of June 30, 2026, cash and cash equivalents totaled $16.0 million and total debt was $30.6 million, including $18.6 million outstanding under a credit facility. The company updated its full year 2026 outlook to 38 new store openings, total revenue of $255–$257 million, mid-single-digit same store sales growth, Adjusted EBITDA of $34–$35 million, and capital expenditures of $42–$43 million.
Black Rock Coffee Bar, Inc. reported the results of its Annual Meeting of Shareholders held on May 27, 2026. Shareholders voted on the election of two Class I directors and the ratification of the independent auditor.
Jeff Hernandez received 174,313,447 votes for and 7,442,148 votes withheld, while Kristina Cashman received 179,797,872 votes for and 1,957,723 votes withheld, with 1,366,879 broker non-votes for each. Deloitte & Touche LLP was ratified as the company’s independent registered public accounting firm for the fiscal year ending December 31, 2026, with 183,116,567 votes for, 2,247 against, and 3,660 abstentions.
Black Rock Coffee Bar, Inc. reported new governance and shareholder arrangements involving its founders and key investors. The company entered into an irrevocable proxy giving the company, its CEO, or a designee authority to vote all common shares held or controlled by specified founder-related entities, at least until two years from May 15, 2026 or later if the Founders Voting Agreement remains in place. The company also amended its Registration Rights Agreement to increase the number of demand registration requests available to the Cynosure Investors from three to four. In addition, a separate voting agreement with the Cynosure Investors, originally established around the initial public offering to support the founders’ board nominations, was terminated in connection with sponsor-related entities purchasing common stock from entities and trusts associated with the co-founders.
Black Rock Coffee Bar reported strong first quarter 2026 results, with total revenue of $55.5 million, up 23.7% from a year earlier, driven by 9 new store openings and 5.2% same store sales growth. Income from operations rose to $2.7 million with a 4.8% margin, while net income improved to $1.8 million from a loss of $0.9 million. Adjusted EBITDA increased to $7.4 million, maintaining a 13.4% margin.
The store base reached 190 locations, and Store-Level Profit grew to $16.4 million with a 29.6% margin. As of March 31, 2026, the company held $20.0 million in cash and $27.4 million of total debt, with its $25 million revolving credit facility undrawn. Management reaffirmed full-year 2026 guidance, including 36 new stores, revenue of $255–$257 million, adjusted EBITDA of $33.5–$34.5 million, and capital expenditures of $40–$41 million.
Black Rock Coffee Bar, Inc. entered into an irrevocable proxy with four 2021 trusts that hold Class C common shares. Under this agreement, the company’s Chief Executive Officer and any company designee are authorized to vote all Class A, Class B and Class C shares held or controlled by these trusts. This voting authority covers all voting, consent and similar rights attached to the covered shares and lasts until the later of two years from March 18, 2026 or the termination of a related Voting Agreement with other investors. The arrangement centralizes voting control for this block of shares under the company’s direction, potentially strengthening management’s influence on shareholder decisions.
Black Rock Coffee Bar, Inc. has replaced its independent auditor. On March 12, 2026, the Audit Committee dismissed KPMG LLP and immediately approved the engagement of Deloitte & Touche LLP as the new independent registered public accounting firm for the year ending December 31, 2026.
KPMG’s audit reports on the 2025 and 2024 consolidated financial statements had clean opinions without adverse or qualified language. The company states there were no disagreements with KPMG and no reportable events, other than previously disclosed material weaknesses in internal control for 2024 related to segregation of duties over journal entries and the initial recognition of leases.
Black Rock Coffee Bar reported strong growth for the fourth quarter and full year 2025 while still posting a sizable annual loss. Fourth quarter revenue rose to $53.6 million, up 25.3% year over year, with same store sales up 9.3% and 12 new stores opened. Q4 net income was $1.6 million versus a prior-year loss, and Adjusted EBITDA increased to $6.5 million.
For 2025, revenue reached $200.3 million, up 24.5%, but net loss widened to $16.5 million even as Adjusted EBITDA rose to $27.5 million. The company ended the year with $28.4 million in cash and $26.7 million in total debt. Management expects 2026 revenue of $255–$257 million, Adjusted EBITDA of $33.5–$34.5 million, and 36 new store openings. Two directors, Bryan Pereboom and Jake Spellmeyer, resigned from the board, and the company stated their decisions were not due to disagreements over operations or policies.
Black Rock Coffee Bar, Inc. furnished an 8-K announcing its financial results for the three and nine months ended September 30, 2025. The company issued a press release and held a previously announced conference call to discuss the results.
The press release is furnished as Exhibit 99.1 and the conference call transcript as Exhibit 99.2. The information in Item 2.02, including these exhibits, is furnished and not deemed filed under the Exchange Act.
Black Rock Coffee Bar disclosed several governance and financing agreements related to its recent offering and a new credit package for its operating subsidiary, OpCo. The company filed operative agreements including an amended LLC agreement, a tax receivable agreement, registration rights and voting agreements tied to the offering. OpCo replaced prior facilities with a new $75.0 million credit package consisting of a $50.0 million term loan and a $25.0 million revolving facility, with $50.0 million drawn at closing. The credit facility is secured by substantially all OpCo assets and includes customary affirmative and negative covenants and financial tests, notably a maximum net rent adjusted leverage ratio of 4.75:1.00 and a minimum fixed charge coverage ratio.