WEST · NASDAQ · Packaged Foods

Westrock Coffee

Supplies coffee, tea, extracts, and private-label drinks for retailers and foodservice customers.

$8.00
After-hours close+0.01 (+0.13%)
At close$7.99(−0.87%)
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Profile

Westrock Coffee Company, LLCWESTConsumer Staples

Provides coffee, tea, flavors, extracts, ingredients, and private-label beverages to retail, foodservice, CPG, hospitality, and convenience customers. The business is U.S.-weighted, split between Beverage Solutions and Sustainable Sourcing & Traceability, and shaped by Conway facility execution, green-coffee exposure, and customer concentration.

Supplies coffee, tea, flavors, extracts, ingredients, and private-label beverage products for retail, foodservice, restaurant, convenience, travel-center, CPG, non-commercial, and hospitality customers. Beverage Solutions covers roast-and-ground coffee, single-serve cups, bottled and canned ready-to-drink products, and extract solutions for cold brew and other formats.

Built around a U.S.-weighted customer base, the platform combines sourcing, supply-chain management, product development, roasting, packaging, and distribution. Sustainable Sourcing & Traceability handles digitally traceable green-coffee supply chains and forward sales of green coffee.

Execution now depends heavily on scaling Conway manufacturing, while production capacity is concentrated across Arkansas, North Carolina, and Malaysia. The business is also exposed to green-coffee, tea, ingredients, and packaging cost swings, with meaningful but not single-customer-dominant customer concentration.

Company facts

CEOScott T. Ford
ListedAug 29, 2022
ExchangeNASDAQ
HeadquartersLittle Rock, AR
CountryUnited States
Employees1,393
CIK0001806347
ISINUS96145W1036

Key statistics

Market cap$780.5M
EPS (ttm)−$0.6600
P/E (ttm)−12.12
ROE-24.2%
P/B3.22
P/S0.5963
Dividend yield
Beta0.74vs XLP 1.30

Year to date +96.3% · Average volume (30d) 399.3K

Analysts

Price target, next 12 months$10.00+25.0%Median of 3 analysts · vs the Aug 28 close
ConsensusBuy3 of 3 analysts rate it buy or better

Ratings

Target range

Latest analyst notes

DateFirmActionPrior targetTarget
Aug 19, 2026Telsey AdvisoryTarget$9$11
Aug 7, 2026Stifel NicolausTarget$8$9
May 8, 2026Stifel NicolausTarget$7$8
Mar 11, 2026Stifel NicolausTarget$7

Earnings

EPS

Estimate−$0.05
ReportedDue Nov 5, 2026

Revenue

Estimate$303.9M
ReportedDue Nov 5, 2026

History

Report dateEPS estEPSSurpriseRevenue estRevenueSurpriseNext session
Aug 6, 2026Q2 FY26−$0.07−$0.10−36.4%$318.8M$305.7M−4.1%+1.73%
May 7, 2026Q1 FY26−$0.04−$0.040.0%$285.1M$308.8M+8.3%+39.83%
Mar 10, 2026Q4 FY25−$0.10−$0.21−110.0%$317.4M$339.5M+7.0%−3.96%
Nov 6, 2025Q3 FY25−$0.05−$0.050.0%$317.4M$354.8M+11.8%−1.28%
View details

Financial highlights

12 quartersQ1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$213.8M$280.9M$354.8M$339.5M$308.8M$305.7M
Gross profit$29.1M$41.4M$41.4M$38.9M$45.8M$37.7M
Operating income−$13.1M−$15.0M−$8.6M−$5.3M$3.2M−$1.4M
Net income−$27.2M−$21.6M−$19.1M−$22.6M−$8.5M−$13.6M
Diluted EPS−$0.29−$0.23−$0.20−$0.23−$0.09−$0.14
Gross margin13.6%14.7%11.7%11.5%14.8%12.3%
Operating margin-6.1%-5.3%-2.4%-1.6%1.0%-0.4%

Fiscal years (4-quarter sums)FY21 $698.1M · FY22 $867.9M · FY23 $864.7M · FY24 $850.7M · FY25 $1.19B

Revenue by product · Q2 FY26

Coffee & Tea$161.4M · 100%
Other$453.0K · 0%

Revenue by geography · Q2 FY26

United States$254.4M · 83%
Non-US$51.3M · 17%

Balance sheet, Jun 30, 2026Cash & short-term investments $38.2M · Total debt $568.1M · Total assets $1.09B · Shareholders' equity $242.1M

Dividends

No dividends on record.

Ownership

Institutions 49.86%48.64M sharesInsiders 5.57%5.44M sharesOther 44.57%43.48M shares

Shares outstanding 97.56M · Float 36.00M · 36.9% free float

Top shareholders13F · 13D/G · Form 4

HolderShares% outstandingFormFiled
HF Capital, LLC12.75M13.07%13FAug 11, 2026
HF Direct Investments Pool, LLC12.71M13.50%13GFeb 12, 2025
The Stephens Group, LLC9.25M9.00%13GJul 16, 2026
James E. Sowell7.09M7.30%13GNov 14, 2025
FMR LLC4.05M4.15%13FAug 13, 2026

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Jun 1, 2026Joe T. Forddirector+3,000$8.04
May 13, 2026Joe T. Forddirector+16,500$8.43
May 14, 2026Joe T. Forddirector+15,000$8.50
Nov 4, 2025Jeffrey H. Foxdirector0
Mar 17, 2026Joe T. Forddirector+55,000$4.60
View details

Peers

CompareAfter-hours close

CompanyPriceChange
Westrock Coffee$8.00+0.13%$780.5M0.6+8.8%
Keurig Dr Pepper$32.50+1.03%$43.78B32.413.12.2+75.6%
Coffee$3.48+0.58%$19.6M12.90.20.0%
International Flavors & Fragrances$83.37−5.20%$22.45B81.425.82.3−29.3%
Median32.419.42.20.0%