Westrock Coffee Company’s SEC filings document an operating beverage-supply business with Nasdaq-listed common stock under WEST. Recent Form 8-K reports furnish quarterly and annual results, including segment disclosures for Beverage Solutions and Sustainable Sourcing & Traceability, production updates tied to the Conway facility, outlook commentary and financial-condition exhibits.
The filing record also covers governance and capital-structure matters. Definitive proxy materials describe annual meeting procedures, board composition, committee assignments and stockholder voting items, while material-event reports disclose director changes, convertible senior notes due 2031, credit agreement amendments and registered common stock information.
Westrock Coffee Co director Joe T. Ford reported open-market purchases of the company’s common stock. On May 13–14, entities associated with him bought a total of 31,500 shares of common stock at prices between $8.43 and $8.50 per share, including trust and direct accounts.
After these transactions, Ford’s direct holdings were 541,916 shares of common stock. Footnotes state that certain additional holdings are of record in trusts for which he serves as trustee, including 41,800, 110,000, 183,000, and 273,000 shares, and in Wooster Capital, LLC with 3,281,976 shares. He disclaims beneficial ownership of shares held where he has no pecuniary interest.
Westrock Coffee Company reported Q1 2026 net sales of $308.8 million, up from $213.8 million a year earlier, as both coffee and flavors, extracts and ingredients grew. Gross profit rose to $45.8 million and the company generated income from operations of $3.2 million, compared with an operating loss previously.
Despite this improvement, Westrock recorded a net loss of $8.5 million, or $0.09 per share, and comprehensive loss of $19.2 million driven partly by derivative valuation movements. Operating cash flow was a negative $11.8 million, though capital spending fell sharply.
Total debt stood at $520.3 million against cash and restricted cash of $42.0 million, and shareholders’ equity was a deficit of $20.2 million. Management discusses reliance on its Credit Agreement, ongoing covenant requirements and plans to refinance its term and revolving facilities that mature in August 2027.
Westrock Coffee Company reported strong first quarter 2026 growth, with net sales of $308,825,000 compared with $213,796,000 a year earlier and gross profit rising to $45,768,000 from $29,073,000. Operating performance improved to income from operations of $3,158,000 versus a prior-year loss of $13,069,000, while the net loss narrowed to $8,533,000 from $27,218,000.
Consolidated Adjusted EBITDA increased to $25,968,000 from $8,224,000, marking the fourth consecutive quarter of year-over-year growth, and the company reaffirmed its 2026 Consolidated Adjusted EBITDA outlook of $90,000,000 to $100,000,000. Beverage Solutions segment net sales reached $239,322,000 with Segment Adjusted EBITDA of $23,274,000, and Sustainable Sourcing & Traceability delivered net sales of $69,503,000 and Segment Adjusted EBITDA of $6,460,000.
Total assets were $1,115,801,000 as of March 31, 2026, with total liabilities of $862,613,000 and Series A Convertible Preferred Shares of $273,417,000, resulting in total shareholders’ equity of $(20,229,000). The Beverage Solutions credit agreement secured net leverage ratio was 3.45x, and the company stated it is in compliance with its financial covenants.
Westrock Coffee Company is asking stockholders to vote at its fully virtual 2026 Annual Meeting on June 5, 2026 at 8 a.m. Central. Holders of common stock and Series A Convertible Preferred Stock as of April 6, 2026 may vote.
Stockholders will elect four Class I directors — Joe T. Ford, Mark A. Edmunds, Kenneth M. Parent and Oluwatoyin Umesiri — to serve until the 2027 meeting, and consider ratifying PricewaterhouseCoopers LLP as independent registered public accountant for 2026.
The board highlights separated Chair and CEO roles, an independent Lead Director, 8 of 10 directors classified as independent, committee independence, and a planned phase-out of the classified board by 2028. Westrock notes consecutive quarters of record performance in 2025, driven by higher customer volumes, cost discipline and expanded production at its Conway, Arkansas facilities, and emphasizes pay-for-performance incentives for executives.
Westrock Coffee Co director Jeffrey H. Fox is linked to an indirect purchase of the company’s convertible debt through a trust. The trust bought $1,500,000 principal amount of 5% Convertible Senior Notes due 2031 in an open-market or private transaction.
The notes are initially convertible at a price of $5.25 per share, equal to 190.48 shares of common stock per $1,000 principal, with conversion permitted only under specified stock price and timing conditions. Conversions may be settled in cash, stock, or a combination, and the company is limited to issuing no more than 19.99% of its previously outstanding common stock upon conversion of these notes. Fox disclaims beneficial ownership of securities held by the trust where he has no pecuniary interest.
Westrock Coffee Co director Tabor A. Wellford reports beneficial ownership of 79,000 shares of common stock in direct holdings. The disclosure also outlines terms for the company’s 5% convertible notes due 2029 and 5% convertible senior notes due 2031, including conversion windows and pricing mechanics.
The 2029 notes initially convert at a price of $12.84, or 77.88 common shares per $1,000 principal. The 2031 notes initially convert at $5.25, or 190.48 shares per $1,000, with conversions generally permitted only after specific dates or price triggers and subject to a 19.99% issuance cap relative to pre‑issuance common shares.
Westrock Coffee Company appointed A. Wellford Tabor to its Board of Directors, effective immediately, and named him to the Audit & Finance Committee. He fills a Class II seat with a term running until the 2027 annual stockholders’ meeting, succeeding a retiring director.
The Board also reduced its size by one seat to remove a separate vacancy created by another director’s retirement. Tabor was designated by the RVAC Majority under an existing Investor Rights Agreement, which allows that group to name RVAC Directors while it collectively owns at least 10% of the company’s stock.
Tabor is Head of Direct Investments and a Managing Director of HF Capital, LLC, which manages HF Direct Investments Pool, LLC, a holder of more than 10% of Westrock’s common stock. He personally holds $2.0 million of 5.00% convertible senior notes due 2029 and $2.0 million of 5.00% convertible senior notes due 2031, and his brother holds $0.5 million of the 2029 notes. As a non-employee director, Tabor will be compensated under Westrock’s standard non-employee director program and has entered into a customary indemnification agreement.
Westrock Coffee Co chief accounting officer Blake Schuhmacher reported a routine tax-related share disposition. On March 17, 2026, the company withheld 4,669 shares of common stock at $4.54 per share to cover his tax obligations when his restricted stock units vested. After this non-market transaction, Schuhmacher directly holds 55,188 shares of Westrock Coffee common stock.
Westrock Coffee Co chief legal officer Robert P. McKinney reported a routine share disposition related to taxes. On March 17, 2026, 3,187 shares of common stock were withheld by the company at $4.54 per share to satisfy his tax obligations when restricted stock units vested.
After this tax-withholding transaction, McKinney directly owned 55,488 shares of Westrock Coffee common stock. This was not an open-market sale but a standard mechanism for paying taxes on equity compensation.