Westrock Coffee
Supplies coffee, tea, extracts, and private-label drinks for retailers and foodservice customers.
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Profile
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
Key statistics
Year to date +96.3% · Average volume (30d) 399.3K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior target | Target |
|---|---|---|---|---|
| Aug 19, 2026 | Telsey Advisory | Target | $9 | $11 |
| Aug 7, 2026 | Stifel Nicolaus | Target | $8 | $9 |
| May 8, 2026 | Stifel Nicolaus | Target | $7 | $8 |
| Mar 11, 2026 | Stifel Nicolaus | Target | $7 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next 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 | −$0.04 | 0.0% | $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 | −$0.05 | 0.0% | $317.4M | $354.8M | +11.8% | −1.28% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 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 margin | 13.6% | 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
Revenue by geography · Q2 FY26
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
Shares outstanding 97.56M · Float 36.00M · 36.9% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| HF Capital, LLC | 12.75M | 13.07% | 13F | Aug 11, 2026 |
| HF Direct Investments Pool, LLC | 12.71M | 13.50% | 13G | Feb 12, 2025 |
| The Stephens Group, LLC | 9.25M | 9.00% | 13G | Jul 16, 2026 |
| James E. Sowell | 7.09M | 7.30% | 13G | Nov 14, 2025 |
| FMR LLC | 4.05M | 4.15% | 13F | Aug 13, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jun 1, 2026 | Joe T. Ford | director | +3,000 | $8.04 |
| May 13, 2026 | Joe T. Ford | director | +16,500 | $8.43 |
| May 14, 2026 | Joe T. Ford | director | +15,000 | $8.50 |
| Nov 4, 2025 | Jeffrey H. Fox | director | 0 | |
| Mar 17, 2026 | Joe T. Ford | director | +55,000 | $4.60 |
Peers
- Keurig Dr Pepper
Scaled single-serve coffee and RTD beverage rival
- Coffee
Wholesale green coffee and private-label roasting peer
- International Flavors & Fragrances
Flavor, taste, and food-ingredient competitor
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Westrock Coffee | $8.00 | +0.13% | $780.5M | — | — | 0.6 | +8.8% |
| Keurig Dr Pepper | $32.50 | +1.03% | $43.78B | 32.4 | 13.1 | 2.2 | +75.6% |
| Coffee | $3.48 | +0.58% | $19.6M | 12.9 | — | 0.2 | 0.0% |
| International Flavors & Fragrances | $83.37 | −5.20% | $22.45B | 81.4 | 25.8 | 2.3 | −29.3% |
| Median | 32.4 | 19.4 | 2.2 | 0.0% |






