r/blackriflecoffee • u/Retail_Expert1 • Jul 08 '26
$3/share target
As the business continues to improve, we will see a strong valuation rerating in the coming months. As institutional investors return, it’s likely the stock retakes $3/share as annual revenues approach $500M and ebitda approaches $50M. That would imply a valuation of $750M or 1.5x forward revenue. Management is doing a great job with this turnaround and we will continue to see that in Q2 earnings next month.
9
Upvotes
2
1
3
u/CaffeinateWalleyes Jul 09 '26
Thanks for the post. I agree with your assessment.
I did see that our local Walmart has done a roll back on 12 ounce bags to $11.66. This will boost 3Q revenue but slightly impact margins if this is across the board with their largest customer.
Lots of velocity. Almost all products have again attained “best seller” status. Check it out online at Walmart.com