BRCB 最新10-Q变化
将 BRCB 最新的定期申报(10-K/10-Q)与上一份同类型申报逐章节对比:每个章节新增/删除的段落数与原文摘录。全部为确定性文本对比——无相似度评分、无方向判断、非投资建议。
对比:10-Q · 2026-05-13 与上一份 10-Q · 2025-11-12
| 章节 | 结果 | 新增 | 删除 | 微调 | 未变 |
|---|---|---|---|---|---|
| 管理层讨论与分析 | 文字有新增/删除 | +20 | −71 | ~31 | 44 |
| 市场风险(第3项) | 文字有新增/删除 | +1 | −5 | 0 | 0 |
| 控制与程序 | 文字有新增/删除 | +1 | −2 | ~1 | 1 |
| 法律诉讼 | 文字有新增/删除 | 0 | 0 | ~1 | 0 |
| 风险因素 | 公司称无重大变化(指向 10-K) | — | — | — | — |
| 其他信息 | 文字有新增/删除 | +2 | −1 | 0 | 0 |
计数单位为段落;"新增/删除"指相对上一份文件新增/删除的文字,不含方向或好坏判断。
代表性摘录
每个章节最多 5 条、每条约 300 字符的原文摘录,直接来自两份 SEC 文件。
管理层讨论与分析
相对上期新增的文字 · 来源:10-Q · 2026-05-13
During the three months ended March 31, 2026, we demonstrated strong execution and meaningful acceleration across the business, supported by total revenue growth, sustained Same Store Sales Growth, and an expansion of our Store-Level Profit Margin. Performance for the quarter reflected progress agai…
For the three months ended March 31, 2026, we opened 9 net new stores across Colorado, Texas, Arizona, and Oregon, bringing our total store count to 190. As a result, Total revenue grew 23.7% for the three months ended March 31, 2026, compared to the three months ended March 31, 2025. Total revenue …
Income from operations margin decreased to 4.8% for the three months ended March 31, 2026 from 5.0% for the three months ended March 31, 2025. Further, Store-Level Profit Margin increased to 29.6% for the three months ended March 31, 2026 from 28.3% for the three months ended March 31, 2025. The inc…
Future results will depend on our ability to continue expanding our store footprint and effectively manage external factors that may influence operating performance, including macroeconomic conditions affecting guest demand, commodity and wage inflation, and potential supply chain constraints.
In assessing the performance of our business, in addition to considering a variety of measures in accordance with GAAP, our management team also considers a variety of key performance measures and non-GAAP financial measures. The key performance measures and non-GAAP financial measures used by our m…
相对上期删除的文字 · 来源:10-Q · 2025-11-12
Black Rock Coffee Bar, Inc. was originally incorporated as a Delaware corporation on May 2, 2025 and in June 2025 re-domiciled to be incorporated in Texas for the purposes of facilitating an initial public offering. On September 15, 2025, we completed our IPO in which we issued and sold 16,911,764 s…
For additional information related to our IPO and the Transactions, see "The Transactions" in the forepart of this Form 10-Q, “—Liquidity and Capital Resources—IPO and Related Transactions” in this Part I, Item 2 as well as Note 1, Note 6 and Note 8 to the unaudited condensed consolidated financial …
With 169 stores as of September 30, 2025, we believe we are well-positioned to take advantage of significant growth opportunities due to our clear and consistent focus on creating authentic connections between baristas and guests, delivered through premium caffeinated beverages in modern, welcoming …
•Expanding Our Store Footprint in New and Existing Markets – We are in the early stages of our long-term growth journey, with significant whitespace in both existing and new markets. We have a robust pipeline for development to support future anticipated growth. We expect to open approximately 30 st…
•Continuous Menu Innovation – Menu innovation is core to our brand. We regularly develop new offerings in partnership with our team and community in an effort to ensure our menu is relevant and exciting. Each seasonal marketing window provides an innovative coffee-based offering that highlights our …
市场风险(第3项)
相对上期新增的文字 · 来源:10-Q · 2026-05-13
Our quantitative and qualitative disclosures about market risk are described under the heading “Quantitative and Qualitative Disclosures About Market Risk” in Part II, Item 7A of our Form 10-K. In the three months ended March 31, 2026, there were no material changes to our quantitative and qualitati…
相对上期删除的文字 · 来源:10-Q · 2025-11-12
Our business is dependent on, among other things, our ability to anticipate and react to changes in the costs of key operating resources, including beverage commodities, energy and other commodities. In many cases, we believe we will be able to address material commodity cost increases through purch…
We have experienced minimum wage increases, which directly affect our labor costs, and other upward pressure on wage rates in several states where we have stores. While we generally seek to offset any wage increases with operational efficiencies and by leveraging Same Store Sales Growth, such measur…
We have historically been exposed to interest rate risk through fluctuations in interest rates on our debt obligations. Our New Credit Facilities carry interest at a floating rate. We seek to manage exposure to adverse interest rate changes through our normal operating and financing activities. As o…
increase of interest rates would result in an increase in our annual interest expense of approximately $200.0 thousand.
The primary inflation factors affecting our operations are commodity and supply costs, labor costs, and construction costs of stores. Increases in minimum wage requirements directly affect our labor costs. Our leases require us to pay taxes, maintenance, repairs, insurance and utilities, all of whic…
控制与程序
相对上期新增的文字 · 来源:10-Q · 2026-05-13
There have been no changes in our internal control over financial reporting (as defined in Rules 13a-15(f) and 15d-15(f) under the Exchange Act) during the three months ended March 31, 2026 that have materially affected, or are reasonably likely to materially affect, our internal control over financ…
相对上期删除的文字 · 来源:10-Q · 2025-11-12
In connection with the audit of our consolidated financial statements for the years ended December 31, 2024 and 2023, our management determined that material weaknesses existed in our internal control over financial reporting due to (i) a lack of segregation of duties surrounding journal entries wit…
Other than in connection with our efforts to remediate our material weaknesses described above, there have been no changes during the three months ended September 30, 2025 that have materially affected, or are reasonably likely to materially affect, our internal control over financial reporting.
其他信息
相对上期新增的文字 · 来源:10-Q · 2026-05-13
(c) On March 12, 2026, a trust affiliated with Jeff Hernandez, the Chairman of our Board of Directors, adopted a Rule 10b5-1 sales plan (the “Hernandez Sales Plan”), providing for the sale of up to 348,000 shares of our Class A common stock. The Hernandez Sales Plan’s expiration date is September 10…
On March 12, 2026, a trust affiliated with Daniel Brand, a member of our Board of Directors, adopted a Rule 10b5-1 sales plan (the “Brand Sales Plan”), providing for the sale of up to 150,000 shares of our Class A common stock. The Brand Sales Plan’s expiration date is September 10, 2026. The Brand …
相对上期删除的文字 · 来源:10-Q · 2025-11-12
(c) During the three months ended September 30, 2025, none of our directors or officers (as defined in Section 16 of the Exchange Act), adopted, modified or terminated any contract, instruction or written plan for the purchase or sale of our securities that was intended to satisfy the affirmative de…
如何读 10-Q 的风险因素(第 1A 项)
10-Q 的风险因素章节有三种常见形态,本页按其一分类展示:
- 指向(pointer) — 公司仅声明"无重大变化"并指向年度 10-K 的完整风险因素;本季没有自己的风险文本可对比。
- 部分更新(partial) — 公司写明"除下述外无重大变化",只更新部分风险;摘录展示的正是本季新增的内容。
- 全文重述(restated) — 本季重新给出完整风险因素。若上一季只是"指向",则无法逐段对比,本页会将其标为"本季全文重述"。
这只是对文件结构的客观描述,不构成对风险高低的判断。
数据来自 SEC EDGAR 两份申报文件的文本级对比 · 确定性计算(无 AI 生成内容)· 仅供参考 · 非投资建议