Westrock Coffee's fourth-quarter performance falls short of expectations, stock price declines

Arkansas Little Rock - Westrock Coffee Company (NASDAQ: WEST) reported a Q4 loss that exceeded analyst expectations, despite revenue surpassing forecasts, the stock still fell 2.9%.

For the quarter ending December 31, 2025, the company reported an adjusted loss of $0.23 per share, compared to the expected loss of $0.06, a difference of $0.17. Revenue reached $339.5 million, beating the forecast of $319.78 million, a 48.3% increase from the same period last year.

Net sales growth was mainly driven by the Beverage Solutions segment, which grew 56.6% to $272.5 million, while the Sustainable Sourcing and Traceability segment increased 21.9% to $66.9 million.

The quarter’s adjusted consolidated EBITDA was $23 million, up from $13.3 million last year, including $1.4 million in expansion costs related to the company’s Conway plant.

CEO and Co-Founder Scott T. Ford said, “As we turn the page on 2025, we are pleased with our progress toward becoming the preferred integrated strategic supplier of top coffee, tea, and energy drinks worldwide, as evidenced by record-breaking performance. With the construction and commercialization of the Conway extract and ready-to-drink beverage plants behind us, our focus will shift to driving sales, optimizing our product mix, and maximizing platform profitability.”

For the full year 2025, Westrock Coffee’s net sales totaled $1.2 billion, a 39.8% increase year-over-year, while net loss widened from $80.3 million to $90.4 million. Adjusted consolidated EBITDA reached $69.7 million, up from $47.2 million in 2024.

The company updated its 2026 adjusted consolidated EBITDA outlook, expecting growth of 29% to 44% compared to 2025 performance.

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