Engaged Capital Increases Stake in BRC Inc. (BRCC) to 12.7% with 14.6 Million Shares
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 22 2026
0mins
Source: seekingalpha
- Stake Increase: Engaged Capital has raised its stake in BRC Inc. (BRCC) to 12.7%, holding 14,597,791 shares, making it the largest institutional investor in the company, reflecting confidence in its future growth prospects.
- Financial Guidance: At the ICR Conference, BRC (BRCC) issued preliminary guidance for FY25, expecting at least $395 million in revenue, a gross margin of at least 35%, and adjusted EBITDA of at least $20 million, aligning with previous forecasts.
- Market Performance: Despite a 10.4% decline in BRC (BRCC) shares early in 2026, Engaged Capital's increased stake may attract more market attention and potential shareholder support for the company.
- Institutional Investment Dynamics: Engaged Capital also holds stakes in companies like Cognex (CGNX) and Portillo's (PTLO), indicating a diversified investment strategy that could influence its strategic decisions regarding BRC (BRCC).
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Analyst Views on BRCC
Wall Street analysts forecast BRCC stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for BRCC is 2.00 USD with a low forecast of 1.50 USD and a high forecast of 2.50 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
3 Analyst Rating
2 Buy
1 Hold
0 Sell
Moderate Buy
Current: 0.819
Low
1.50
Averages
2.00
High
2.50
Current: 0.819
Low
1.50
Averages
2.00
High
2.50
About BRCC
BRC Inc. is a Veteran-founded and led coffee, energy drink, and media company. The Company purchases, roasts, and sells coffee, coffee accessories, and branded apparel through its online channels and business networks. Its product offerings include roast coffee, single-serve coffee, ready-to-drink (RTD) coffee, and Black Rifle Energy (RTD energy beverage). It offers Black Rifle branded apparel, coffee brewing equipment, and outdoor and lifestyle gear. The Company operates through three primary channels: Wholesale, Direct-to-Consumer (DTC), and Outposts. In its Wholesale channel, it sells packaged coffee and its RTD beverages through Food, Drug, and Mass (FDM) retailers such as Walmart, Sam’s Club, regional and national grocery chains, and convenience stores, such as 7-Eleven, Casey’s General Store, and Circle K. Its Outposts channel offers brewed coffee and Black Rifle Coffee merchandise. The Company also develops and promotes online content for the purpose of growing its brands.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Engaged Capital Increases Stake in BRC Inc. (BRCC) to 12.7% with 14.6 Million Shares
- Stake Increase: Engaged Capital has raised its stake in BRC Inc. (BRCC) to 12.7%, holding 14,597,791 shares, making it the largest institutional investor in the company, reflecting confidence in its future growth prospects.
- Financial Guidance: At the ICR Conference, BRC (BRCC) issued preliminary guidance for FY25, expecting at least $395 million in revenue, a gross margin of at least 35%, and adjusted EBITDA of at least $20 million, aligning with previous forecasts.
- Market Performance: Despite a 10.4% decline in BRC (BRCC) shares early in 2026, Engaged Capital's increased stake may attract more market attention and potential shareholder support for the company.
- Institutional Investment Dynamics: Engaged Capital also holds stakes in companies like Cognex (CGNX) and Portillo's (PTLO), indicating a diversified investment strategy that could influence its strategic decisions regarding BRC (BRCC).
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Black Rifle Coffee Company to Present at 2026 ICR Conference
- Conference Presentation: Black Rifle Coffee Company's management team will present at the 28th Annual ICR Conference on January 13, 2026, at 9:00 a.m. Eastern Time in Orlando, Florida, showcasing the company's strategic vision and market positioning to attract investor interest.
- Live Webcast Support: The presentation will be webcast live, allowing investors to access it via the company's Investor Relations section, ensuring transparency and enhancing engagement with stakeholders.
- Material Preparation: Supporting presentation materials will be available on the Investor Relations website, further aiding investors in understanding the company's business model and future direction, thereby boosting investor confidence.
- Brand Background: Founded in 2014, Black Rifle Coffee Company is committed to providing premium coffee to consumers who love America, emphasizing support for veterans and active military personnel, which highlights the brand's social responsibility and mission-driven approach.
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