Added to YB: 2026-09-24
Pitch date: 2026-09-20
BRCB [bullish]
Black Rock Coffee Bar, Inc.
Author Info
No bio for this author
Company Info
Black Rock Coffee Bar, Inc. owns and operates a chain of drive-thru coffee bars in the United States.
Market Cap
$159.7M
Pitch Price
N/A
Price Target
37.86
Dividend
N/A
EV/EBITDA
10.86
P/E
93.09
EV/Sales
1.74
Sector
Hotels, Restaurants and Leisure
Category
growth
The Next Dutch Bros? A 25% Growth Story Hiding in Plain Sight - $BRCB
BRCB: Black Rock Coffee Bar is a fully company-owned, ~200-store chain growing revenue about 25% while expanding margins and carrying only $14.6M of net debt, yet trades near 11x 2026 guided adjusted EBITDA. The modeled bear case reaches $18.02 per share by 2031 versus roughly $7.20 today. The key risk is whether new markets can sustain current store economics as competition intensifies and comparable-sales growth slows.
Read full article (23 min)