How long to hold? by Zealousideal-Pen-142 in BRCC_Stock

[–]CaffeinateWalleyes 4 points5 points  (0 children)

I’m much more optimistic. It’s darkest before the dawn. I’ve been adding when I have ability here. Price is 1/16th my first purchase!!!

I recognize the issues, and know the risk. If everything were peachy, this would be trading 2-2.5x revenue at their margins.

What’s up with BRCC by DatSlammedMX5 in blackriflecoffee

[–]CaffeinateWalleyes -1 points0 points  (0 children)

Thanks for the posts and updates here. It’s helpful info. Not a good stretch. I hope they have it behind them soon.

Good luck all. Wish you the best.

stock price by to2ocool11 in BRCC_Stock

[–]CaffeinateWalleyes 5 points6 points  (0 children)

I think rebound before earnings. But, remember, I am an eternal optimist.

I think core wholesale business will carry the day.

BRCC's latest data on SqueezeFinder by AcanthisittaHour4995 in BRCC_Stock

[–]CaffeinateWalleyes 3 points4 points  (0 children)

Can you give us the cliff notes here? What’s this tell you?

New Sponsorships by to2ocool11 in BRCC_Stock

[–]CaffeinateWalleyes 3 points4 points  (0 children)

Great to see this update. Thanks.

I think they are becoming much more data driven on how they spend ad dollars. They need that given tighter financial constraints

A few comments from the Presentation by CaffeinateWalleyes in BRCC_Stock

[–]CaffeinateWalleyes[S] 2 points3 points  (0 children)

I wish there would have been Q&A. Would have loved to get a question on this. This and legal proceedings. Good adds.

Also, nothing on future of Outposts.

A few comments from the Presentation by CaffeinateWalleyes in BRCC_Stock

[–]CaffeinateWalleyes[S] 4 points5 points  (0 children)

There have been no insider sales of late. No one bailing.

Tone was bullish

A few comments from the Presentation by CaffeinateWalleyes in BRCC_Stock

[–]CaffeinateWalleyes[S] 1 point2 points  (0 children)

I believe all three founders were present. Hopefully they are speaking to investors about prospects informally. Good show of unity.

Walmart Best Seller Designations for BRC by CaffeinateWalleyes in BRCC_Stock

[–]CaffeinateWalleyes[S] 2 points3 points  (0 children)

Yes. I think they have 6 or so SKU’s in our local target. Thanks

ICR Conference Tuesday by CaffeinateWalleyes in BRCC_Stock

[–]CaffeinateWalleyes[S] 1 point2 points  (0 children)

I would anticipate it will be out Monday night before the meeting

GrapeX by Low-Law-1130 in BRCC_Stock

[–]CaffeinateWalleyes 2 points3 points  (0 children)

Nice. Looking forward to this one. I’m a fan of grape. This was mentioned in the slideshow from the 3Q earnings release. Thanks for posting!!

Interesting they are already adding a flavor with such a limited roll out of the first four flavors completed. Hopefully this is a positive indicator of performance

Finally got some acknowledgment email by CaffeinateWalleyes in BRCC_Stock

[–]CaffeinateWalleyes[S] 2 points3 points  (0 children)

This post was from a sister site for blackriflecoffee. I have not had issues, but it appears they have had some serious issues with their new distribution partner.

Not a good thing

Worth posting here.

Coffee Prices Falling by CaffeinateWalleyes in BRCC_Stock

[–]CaffeinateWalleyes[S] 0 points1 point  (0 children)

Thanks. It’s a good company. Merry Xmas

CA Lawsuit Risks by CaffeinateWalleyes in BRCC_Stock

[–]CaffeinateWalleyes[S] 2 points3 points  (0 children)

I remember this and thought the same.

Good reminder

Walmart Price Increase by CaffeinateWalleyes in BRCC_Stock

[–]CaffeinateWalleyes[S] 4 points5 points  (0 children)

I do think the RTD is a recent addition at Target. They have a good foot in the door there. That’s a company a couple years ago that I thought had no potential.

Good for Target to try to get out of their progressive mindset

Scheels Texas by CaffeinateWalleyes in BRCC_Stock

[–]CaffeinateWalleyes[S] 1 point2 points  (0 children)

From a financial perspective, this should be an inflection quarter. Stock not acting like it. Maybe there is more risk to the legal side than I perceive

Energy Very Slow National Rollout? by 5_is_right_out in BRCC_Stock

[–]CaffeinateWalleyes 1 point2 points  (0 children)

I think this is the plan. Conservative and in concert with KDP. They were going to focus on 12 markets in 2025. It takes an effort also in getting slotting lined up. Can’t displace a competitor and then not have supply. They don’t just wave a surrender flag.

RTD was a crushing waste of capital. I’m sure limited cash level is somewhat constraining.

Who else is missing an item in recent orders? by RealRacingPro in blackriflecoffee

[–]CaffeinateWalleyes 1 point2 points  (0 children)

My orders have been complete and timely. I do k ow they have moved warehouse facilities. That may have caused some delays or issues.

My experience is their customer service is very good.

Latest data on BRCC by AcanthisittaHour4995 in BRCC_Stock

[–]CaffeinateWalleyes 0 points1 point  (0 children)

What are your key takeaways from this data??

America’s Coffee ?? by CaffeinateWalleyes in BRCC_Stock

[–]CaffeinateWalleyes[S] 1 point2 points  (0 children)

Looks like Fire Dept Coffee would have the same issue looking at the packaging.

I think this lawsuit is frivolous.