Brc Inc. · NYSE:BRCC
Brc — 28th Annual ICR Conference (January 2026)
24 slides from Brc's conference presentation, Jan 13, 2026
Slide 1: 2026 Investor Presentation - ICR
GREAT MISSION Black Rifle Coffee Company GREAT PRODUCT 2026 Investor Presentation - ICR NO COMPROMISE January 13, 2026
Slide 2: Introductions
INTRODUCTIONS Evan Chris Matt Matt Hafer Mondzelewski Amigh McGinley Founder & Executive President & Chief Chief Financial Officer VP of Investor Relations Chairman Executive Officer Served as CEO from inception through Joined in May 2023 as President and CMO; Served as CFO since July 2025 Served as
Slide 3: Disclaimer
DISCLAIMER This investor presentation (this “Presentation”) is for informational purposes only. The information contained herein does not purport to be all-inclusive and none of BRC Inc. (“the Company” “we,” “us,” and “our”) or its respective affiliates makes any representation or warranty, express
Slide 4: Disclaimer: Non-GAAP Financial Measures
DISCLAIMER Non-GAAP Financial Measures To evaluate the performance of our business, we rely on both our results of operations recorded in accordance with generally accepted accounting principles in the United States("GAAP") and certain non-GAAP financial measures, including EBITDA and Adjusted EBITD
Slide 5: Who We Are
WHO WE ARE Black Rifle Coffee is a brand-first company built by Veterans, rooted in authenticity, and grounded in community. PILLARS OF BRAND IDENTITY Veteran Founded Authenticity Matters Premium By Design Mission in Action Built by Veterans who carry the culture, Our story is real. The mission is l
Slide 6: What Sets Us Apart
WHAT SETS US APART Brand-First, Mission-Driven Company with a Deeply Engaged Customer Base Authentic, Veteran-Founded Brand with Credibility That Cannot Be Replicated Category-Disruptive Coffee Brand with a Disciplined, Return-Focused Strategy Experienced Management Team Aligned Around Content, Coff
Slide 7: Focused on What Wins
FOCUSED ON WHAT WINS We have simplified the business and aligned the organization around a small number of high- impact priorities WE ARE CENTERED ON THREE CORE PRIORITIES OUR APPROACH PRIORITIZES THE FOLLOWING Content Margin Favoring returns over volume Building brand engagement and demand through
Slide 8: Unconventional Brand, Deep Loyalty
UNCONVENTIONAL BRAND, DEEP LOYALTY BRCC has taken a creative approach to building a leading lifestyle brand – embodying patriotism, tradition, freedom and actively championing those who serve OUR MISSION-DRIVEN APPROACH RESONATES DEEPLY WITH BLACK RIFLE LOYALISTS 8.8 8.7 Social Media Followers1, mm
Slide 9: Marketing & Brand Building Partnerships
MARKETING & BRAND BUILDING PARTNERSHIPS BROADCAST & INFLUENCERS/ DIGITAL/PAID RETAIL MEDIA/ RETAIL PARTNER STREAMING PARTNERSHIPS SOCIAL MEDIA LOCATION BASED AMPLIFICATION National broadcast and Tiered partnerships across Precision targeted digital Targeted OOH and retail Advertising and social stre
Slide 10: Expanding Brand Reach Across Media, Retail, and Live Experiences
EXPANDING BRAND REACH ACROSS MEDIA, RETAIL, AND LIVE EXPERIENCES DIGITAL OUT OF BANNERS HOME PAID RILEY GREEN CONCERT SERIES SOCIAL GEORGIA | ALABAMA | NASHVILLE | SLC IN STADIUM STREAMING ADVERTISING TV IN STORE COLLECTIBLE SWAG Pre-Store In-Store DISPLAY Awareness Intent 99
Slide 11: Black Rifle Social Media Channels
BLACK RIFLE SOCIAL MEDIA CHANNELS YouTube: https://www.youtube.com/@BlackRifleCoffeeCompany Instagram: https://www.instagram.com/blackriflecoffee/ X: https://x.com/blckriflecoffee Facebook: https://www.facebook.com/blackriflecoffeeco TikTok: https://www.tiktok.com/@blackriflecoffee?lang=en 10 10
Slide 12: Chris Mondzelewski, President & Chief Executive Officer
Chris Mondzelewski President & Chief Executive Officer 11
Slide 13: Foundational Capabilities That Drive Consistent Growth
FOUNDATIONAL CAPABILITIES THAT DRIVE CONSISTENT GROWTH These capabilities support a growth model built on loyalty, discipline, and scale BRAND PRODUCT INNOVATION STRATEGIC PARTNERSHIPS Premium Positioning Scalable Distribution Loyalty & Demand Efficiency Disciplined Expansion High-quality sourcing w
Slide 14: Targeting Attractive Beverage Segments With Share Upside
TARGETING ATTRACTIVE BEVERAGE SEGMENTS WITH SHARE UPSIDE Multi-category growth with meaningful runway for share gains PACKAGED COFFEE READY-TO-DRINK COFFEE (RTD) ENERGY CORE: Large, stable category with opportunity to SCALE: Early share gains in smaller, but EMERGING: Capital light launch with disci
Slide 15: Unit Driven Growth Reflects Real Consumer Demand
UNIT DRIVEN GROWTH REFLECTS REAL CONSUMER DEMAND BRCC’s branding and focus on quality products have driven outsized growth compared to legacy brands PACKAGED COFFEE RETAIL SALES1 507 200 2,107 643 1,895 359 245 879 77 489 504 Annual Retail Sales ($ million)1 Retail Sales Growth2 33.4% 29.8% BRCC Is
Slide 16: "Land & Expand" Strategy in Packaged Coffee
“LAND & EXPAND” STRATEGY IS A PROVEN, SCALABLE GROWTH ENGINE IN PACKAGED COFFEE “LAND & EXPAND” GROWTH STRATEGY VELOCITY GAINS2 • Disciplined wholesale growth framework: BRCC Velocity as 77% 84% 100% • Landing new retail banners % of Category • Expanding with existing customers by increasing average
Slide 17: Black Rifle Has Built the #3 Ready-to-Drink Coffee Brand
BLACK RIFLE HAS BUILT THE #3 READY-TO-DRINK COFFEE BRAND RTD coffee RTD expands brand awareness and accelerates portfolio-wide growth STRATEGIC SUMMARY TOP RTD COFFEE BRANDS1 • ~$100mm RTD coffee business Company • #3 RTD coffee brand1 by retail sales, behind Starbucks and Monster Java • 200+ distri
Slide 18: Energy Is Scaling Through Proven Retail Channels
ENERGY IS SCALING THROUGH PROVEN RETAIL CHANNELS Focused execution in 2025 sets up disciplined expansion efforts in 2026 BLACK RIFLE ENERGY STRATEGIC SUMMARY DISTRIBUTION GROWTH2 • Strong consumer fit: Core BRCC customer closely aligns with energy buyers1 BRCC Energy ACV Total US xAOC + Conv Grocery
Slide 19: Matt Amigh, Chief Financial Officer
Matt Amigh Chief Financial Officer 18
Slide 20: Shift to Wholesale Expanded Growth and Strengthened Revenue Durability
SHIFT TO WHOLESALE EXPANDED GROWTH AND STRENGTHENED REVENUE DURABILITY GROWTH & MIX HIGHLIGHTS NET REVENUE BY SEGMENT ($MM) ~30% CAGR $395+3 $3961 $3932 • Wholesale is now the primary growth engine, ~80% Wholesale CAGR Outpost scaling at ~80% CAGR since 2019 2019A-2025P $301 $233 • Revenue mix has s
Slide 21: Operational Pathway to 40%+ Gross Margin Target
OPERATIONAL PATHWAY TO 40%+ GROSS MARGIN TARGET Controllable levers support margin recovery while continuing to invest behind long-term growth OPERATIONAL AREAS OF FOCUS Mix Between Channels & Pricing Discipline Distribution and Logistics Sourcing Manufacturing Process Products GROSS MARGIN OPTIMIZA
Slide 22: Operating Expenses Aligned for Scaled Growth
OPERATING EXPENSES ALIGNED FOR SCALED GROWTH Restructuring actions have reset the cost base and improved operating leverage OPERATIONAL AREAS OF FOCUS Allocate Capital to the Core of Our Optimized Deployment of Marketing Consolidated Headcount Organizational Simplification Business: Wholesale Dollar
Slide 23: Long-Term Financial Targets
LONG-TERM FINANCIAL TARGETS Revenues Gross Margin Adjusted EBITDA 10%-15% 40%+ 15-25% Annual Revenue Growth Rate Target Gross Margin Annual EBITDA Growth Rate Long-term targets reflect the Company’s multi-year objectives and are not intended to represent perpetual annual growth rates. 22
Slide 24: Thank You!
BLACK RIFLE” \ COFFEE COMPANY ei] Thank You!