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Side-by-side financial comparison of BRC Inc. (BRCC) and Vita Coco Company, Inc. (COCO). Click either name above to swap in a different company.
Vita Coco Company, Inc. is the larger business by last-quarter revenue ($127.8M vs $112.7M, roughly 1.1× BRC Inc.). Vita Coco Company, Inc. runs the higher net margin — 4.3% vs -2.8%, a 7.2% gap on every dollar of revenue. On growth, BRC Inc. posted the faster year-over-year revenue change (6.5% vs 0.4%). Vita Coco Company, Inc. produced more free cash flow last quarter ($-7.1M vs $-9.4M). Over the past eight quarters, BRC Inc.'s revenue compounded faster (7.0% CAGR vs 7.0%).
BRC Inc., operating under the Black Rifle Coffee brand, is a U.S.-headquartered premium coffee and lifestyle brand. It sells roasted coffee beans, ready-to-drink coffee products, branded apparel, and outdoor gear, targeting primarily veteran, first responder, and outdoor enthusiast consumer segments across North America, via both e-commerce and physical retail channels.
The Vita Coco Company, doing business simply as Vita Coco, is an American beverage company which mainly sells coconut water. The largest brand globally in coconut/plant waters, Vita Coco has operations in 31 countries as of 2016. It is a benefit corporation. The company is owned by All Market Inc.
BRCC vs COCO — Head-to-Head
Income Statement — Q4 2025 vs Q4 2025
| Metric | | |
|---|---|---|
| Revenue | $112.7M | $127.8M |
| Net Profit | $-3.2M | $5.5M |
| Gross Margin | 32.1% | 34.9% |
| Operating Margin | -6.3% | 8.0% |
| Net Margin | -2.8% | 4.3% |
| Revenue YoY | 6.5% | 0.4% |
| Net Profit YoY | -29.3% | 64.0% |
| EPS (diluted) | $-0.02 | $0.10 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $112.7M | $127.8M | ||
| Q3 25 | $100.7M | $182.3M | ||
| Q2 25 | $94.8M | $168.8M | ||
| Q1 25 | $90.0M | $130.9M | ||
| Q4 24 | $105.9M | $127.3M | ||
| Q3 24 | $98.2M | $132.9M | ||
| Q2 24 | $89.0M | $144.1M | ||
| Q1 24 | $98.4M | $111.7M |
| Q4 25 | $-3.2M | $5.5M | ||
| Q3 25 | $-486.0K | $24.0M | ||
| Q2 25 | $-5.3M | $22.9M | ||
| Q1 25 | $-2.9M | $18.9M | ||
| Q4 24 | $-2.5M | $3.4M | ||
| Q3 24 | $-535.0K | $19.3M | ||
| Q2 24 | $-482.0K | $19.1M | ||
| Q1 24 | $548.0K | $14.2M |
| Q4 25 | 32.1% | 34.9% | ||
| Q3 25 | 36.9% | 37.7% | ||
| Q2 25 | 33.9% | 36.3% | ||
| Q1 25 | 36.1% | 36.7% | ||
| Q4 24 | 38.1% | 32.5% | ||
| Q3 24 | 42.1% | 38.8% | ||
| Q2 24 | 41.9% | 40.8% | ||
| Q1 24 | 42.9% | 42.2% |
| Q4 25 | -6.3% | 8.0% | ||
| Q3 25 | 0.5% | 15.3% | ||
| Q2 25 | -13.3% | 14.9% | ||
| Q1 25 | -6.0% | 14.7% | ||
| Q4 24 | -2.1% | 3.4% | ||
| Q3 24 | 1.1% | 15.5% | ||
| Q2 24 | 1.1% | 20.8% | ||
| Q1 24 | 4.0% | 17.0% |
| Q4 25 | -2.8% | 4.3% | ||
| Q3 25 | -0.5% | 13.2% | ||
| Q2 25 | -5.6% | 13.6% | ||
| Q1 25 | -3.2% | 14.4% | ||
| Q4 24 | -2.3% | 2.6% | ||
| Q3 24 | -0.5% | 14.5% | ||
| Q2 24 | -0.5% | 13.2% | ||
| Q1 24 | 0.6% | 12.7% |
| Q4 25 | $-0.02 | $0.10 | ||
| Q3 25 | $0.00 | $0.40 | ||
| Q2 25 | $-0.07 | $0.38 | ||
| Q1 25 | $-0.04 | $0.31 | ||
| Q4 24 | $-0.03 | $0.06 | ||
| Q3 24 | $-0.01 | $0.32 | ||
| Q2 24 | $-0.01 | $0.32 | ||
| Q1 24 | $0.01 | $0.24 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $4.3M | $196.9M |
| Total DebtLower is stronger | $34.7M | — |
| Stockholders' EquityBook value | $45.7M | $331.5M |
| Total Assets | $209.2M | $461.2M |
| Debt / EquityLower = less leverage | 0.76× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $4.3M | $196.9M | ||
| Q3 25 | $9.5M | $203.7M | ||
| Q2 25 | $4.3M | $167.0M | ||
| Q1 25 | $3.9M | $153.6M | ||
| Q4 24 | $6.8M | $164.7M | ||
| Q3 24 | $7.3M | $156.7M | ||
| Q2 24 | $9.6M | $150.1M | ||
| Q1 24 | $4.0M | $123.0M |
| Q4 25 | $34.7M | — | ||
| Q3 25 | $35.0M | — | ||
| Q2 25 | $72.7M | — | ||
| Q1 25 | $68.8M | — | ||
| Q4 24 | $65.1M | — | ||
| Q3 24 | $64.9M | — | ||
| Q2 24 | $66.5M | — | ||
| Q1 24 | $61.5M | — |
| Q4 25 | $45.7M | $331.5M | ||
| Q3 25 | $48.0M | $323.7M | ||
| Q2 25 | $10.1M | $296.9M | ||
| Q1 25 | $11.2M | $277.9M | ||
| Q4 24 | $13.2M | $258.8M | ||
| Q3 24 | $14.5M | $252.1M | ||
| Q2 24 | $14.9M | $232.0M | ||
| Q1 24 | $14.6M | $209.7M |
| Q4 25 | $209.2M | $461.2M | ||
| Q3 25 | $222.4M | $461.3M | ||
| Q2 25 | $225.3M | $421.1M | ||
| Q1 25 | $222.9M | $384.0M | ||
| Q4 24 | $227.4M | $362.4M | ||
| Q3 24 | $233.7M | $353.1M | ||
| Q2 24 | $229.9M | $323.0M | ||
| Q1 24 | $227.2M | $289.0M |
| Q4 25 | 0.76× | — | ||
| Q3 25 | 0.73× | — | ||
| Q2 25 | 7.19× | — | ||
| Q1 25 | 6.15× | — | ||
| Q4 24 | 4.94× | — | ||
| Q3 24 | 4.47× | — | ||
| Q2 24 | 4.46× | — | ||
| Q1 24 | 4.21× | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $-8.7M | $-3.9M |
| Free Cash FlowOCF − Capex | $-9.4M | $-7.1M |
| FCF MarginFCF / Revenue | -8.3% | -5.6% |
| Capex IntensityCapex / Revenue | 0.6% | 2.5% |
| Cash ConversionOCF / Net Profit | — | -0.70× |
| TTM Free Cash FlowTrailing 4 quarters | $-13.5M | $39.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-8.7M | $-3.9M | ||
| Q3 25 | $6.4M | $39.1M | ||
| Q2 25 | $-3.3M | $21.8M | ||
| Q1 25 | $-4.1M | $-9.8M | ||
| Q4 24 | $2.2M | $6.9M | ||
| Q3 24 | $1.9M | $9.3M | ||
| Q2 24 | $2.3M | $26.9M | ||
| Q1 24 | $4.9M | $-267.0K |
| Q4 25 | $-9.4M | $-7.1M | ||
| Q3 25 | $5.6M | $35.6M | ||
| Q2 25 | $-4.3M | $20.9M | ||
| Q1 25 | $-5.3M | $-10.4M | ||
| Q4 24 | $504.0K | $6.8M | ||
| Q3 24 | $-205.0K | $8.9M | ||
| Q2 24 | $147.0K | $26.6M | ||
| Q1 24 | $2.2M | $-391.0K |
| Q4 25 | -8.3% | -5.6% | ||
| Q3 25 | 5.5% | 19.6% | ||
| Q2 25 | -4.5% | 12.4% | ||
| Q1 25 | -5.9% | -7.9% | ||
| Q4 24 | 0.5% | 5.3% | ||
| Q3 24 | -0.2% | 6.7% | ||
| Q2 24 | 0.2% | 18.5% | ||
| Q1 24 | 2.2% | -0.4% |
| Q4 25 | 0.6% | 2.5% | ||
| Q3 25 | 0.8% | 1.9% | ||
| Q2 25 | 1.0% | 0.6% | ||
| Q1 25 | 1.3% | 0.4% | ||
| Q4 24 | 1.6% | 0.1% | ||
| Q3 24 | 2.2% | 0.3% | ||
| Q2 24 | 2.4% | 0.2% | ||
| Q1 24 | 2.8% | 0.1% |
| Q4 25 | — | -0.70× | ||
| Q3 25 | — | 1.63× | ||
| Q2 25 | — | 0.95× | ||
| Q1 25 | — | -0.52× | ||
| Q4 24 | — | 2.05× | ||
| Q3 24 | — | 0.48× | ||
| Q2 24 | — | 1.41× | ||
| Q1 24 | 8.97× | -0.02× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
BRCC
| Sales Channel Through Intermediary | $72.9M | 65% |
| Sales Channel Directly To Consumer | $34.4M | 31% |
| Outpost | $5.4M | 5% |
COCO
| Vita Coco Coconut Water | $85.3M | 67% |
| Other | $25.3M | 20% |
| Private Label | $12.5M | 10% |
