Every material Form 8-K Black Rock Coffee Bar, Inc. has filed with the SEC since May 12, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Black Rock Coffee Bar reported second-quarter 2026 results, with total revenue up 25.0% to $63.0 million and net income of $3.2 million, compared with a net loss of $1.1 million a year earlier. The company also updated its full-year 2026 guidance, now calling for total revenue of $255 million to $257 million and adjusted EBITDA of $34 million to $35 million. Adjusted EBITDA grew 17.2% to $9.4 million, but its margin declined to 15.0% from 16.0%.
Q2 2026 total revenue was $63.0 million, up 25.0% from $50.4 million; same store sales grew 4.2%.
Net income was $3.2 million versus a net loss of $1.1 million in Q2 2025; adjusted EBITDA was $9.4 million, up 17.2%.
Updated 2026 guidance: 38 new store openings, total revenue of $255 million to $257 million, adjusted EBITDA of $34 million to $35 million, and capital expenditures of $42 million to $43 million.
As of June 30, 2026, cash and cash equivalents were $16.0 million and total debt was $30.6 million.
On May 15, 2026, Black Rock Coffee Bar terminated the Cynosure voting agreement tied to its IPO and entered into an irrevocable proxy giving the company and its CEO voting authority over shares held by founder-linked entities. The company also increased the number of demand registration requests the Cynosure Investors may make from three to four. The filing ties the termination to a share purchase by Sponsor-associated entities from co-founder entities and trusts, and the filing does not give the number of shares or the price involved.
May 15, 2026: Termination Agreement ended the Cynosure Voting Agreement dated September 11, 2025, effective the same day.
Irrevocable proxy lets the company, its CEO and designees vote covered Class A, B and C shares until the later of two years from May 15, 2026 or termination of the Founders Voting Agreement.
Demand Registration Requests for the Cynosure Investors increased from three to four under Amendment No. 1 to the Registration Rights Agreement.
Black Rock Coffee Bar reported first quarter 2026 total revenue of $55.5 million, up 23.7% from the prior year, and net income of $1.8 million versus a net loss of $0.9 million a year earlier. The company reaffirmed its full year 2026 guidance for total revenue of $255 to $257 million and adjusted EBITDA of $33.5 to $34.5 million, while same store sales growth slowed to 5.2% from 9.2%.
Total revenue of $55.5 million, up 23.7% from $44.8 million in the prior year period
Same store sales growth of 5.2%, down from 9.2% in the first quarter of 2025
Net income of $1.8 million versus a net loss of $0.9 million; adjusted EBITDA of $7.4 million, up 23.5%
Full year 2026 guidance reaffirmed: total revenue $255 to $257 million; adjusted EBITDA $33.5 to $34.5 million
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