Just caught BRCB's Q4 earnings and there's some interesting stuff here. The coffee bar chain pulled in $53.64M in revenue - basically flat year-over-year, but they actually beat on EPS with $0.04 vs expectations of $0.03. Not bad.



What really stands out is the operational side. Same-store sales growth hit 9.3%, which is solid - beat the 7.9% estimate. More importantly, they opened 12 new coffee bar locations in the quarter against a 10-store estimate. Total footprint is now 181 locations, so the coffee bar expansion story is still intact.

The revenue surprise was tiny (-0.12%), but the EPS beat of 45% is worth noting. Store revenue came in slightly light at $53.57M vs $53.78M expected, but other revenue actually beat.

Stock's down 11% over the past month though, underperforming the broader market. Currently ranked as a hold - so it could just track sideways. Worth watching if they can maintain that same-store sales momentum in the coming quarters.
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